Types of invoices: What they are and in what cases to use them

What is invoicing and why is it essential?

La turnover is the process that allows companies to manage, issue and record economic transactions with customers and suppliers.

This process is not only a legal requirement regulated by the Tax Agency, but also a key tool for evaluating business liquidity, control taxes and plan for future investments.

Automating this process will save you time and reduce errors, especially if you use tools that simplify the creation and tracking of invoices.

Discover how to automate the management of your quotes and invoices with taclia.

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Types of invoices and how to use them correctly

Ordinary or standard invoice

It is the most common and is used to record normal purchase-sale transactions between companies or with customers.

EXAMPLE: Issue an invoice for the sale of a professional service or physical product.

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Recapitulative Invoice

It groups together several operations performed with the same customer over a period of time.

When to use it? Ideal for simplifying invoicing for repeat operations, such as weekly shipments from a supplier.

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Amending Invoice

Correct errors in an invoice that has already been issued, such as incorrect data or adjustments to the amount.

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Proforma Invoice

An informational document that details the terms of a sale before it is formalized. It is useful as an estimate with legal validity in case of agreement.

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Simplified invoice

Equivalent to the traditional “ticket”, this invoice is used for quick or low-value sales.

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Electronic Invoice

A digital version that complies with current regulations and allows for more efficient management.

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How to choose the right type of invoice for each transaction?

Choosing the right type of invoice is essential to comply with tax regulations and facilitate accounting management. Some keys:

• If you're looking to simplify common operations, Opt for summary invoices.
• Fix errors quickly with amending invoices.
• If you need to optimize your invoicing and keep up to date with the laws, be sure to use certified electronic invoices.

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Automating these processes is a great way to improve efficiency.

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Make it easier to manage your invoices with taclia

Why choose taclia?

• Eliminate common errors: It automatically calculates taxes and totals.
• Organize efficiently: Sort by customer, date or project for faster access.
• Simplify shipping: Send invoices by mail or WhatsApp from the app.
• Complies with regulations: taclia is designed to adapt to current invoicing laws.

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Get to know all the features of taclia to manage your invoices easily and efficiently.

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Conclusion: Optimize your invoicing and save time

Understanding the types of invoices and automating their management are essential steps for any business seeking efficiency and regulatory compliance.

Ready to simplify your invoicing management? Find out how taclia can help you save time and avoid errors with a free trial.