Issued invoices are used to record receivables from customers and are one of the most frequently used documents in ABRA Flexi. With issued invoices, you can record sales of goods and services, track payments, and generate accounting entries as well as VAT source data.
Where can you find issued invoices?
Open the Issued Invoices module from the menu:
Sales → Issued Invoices
Here you will find a list of all issued invoices, including their status, amounts, due dates, and payment information.
Creating a new issued invoice
Create a new invoice using the New button.
When creating an invoice, you usually fill in:
Customer
Document type
Invoice number
Issue date
Taxable supply date
Due date
Variable symbol
Currency
Invoice items
Cost center, project, or activity
After you enter the details, save the document using the Save button.
Issued invoice types
The issued invoice type serves as a template for creating documents.
The document type lets you preset, for example:
the document series,
the due period,
the accounting template,
the posting method,
the texts on the invoice,
the rounding method.
💡 Tip: If you issue different kinds of invoices (for example domestic, foreign, or advance invoices), we recommend creating a separate document type for each group.
Invoice items
You can add the following to an invoice:
stock items,
price list items,
services,
text items.
For each item, you can record, for example:
quantity,
unit,
price,
VAT rate,
discount,
cost center,
project.
ABRA Flexi automatically calculates tax bases, VAT, and totals.
Posting an issued invoice
Posting follows the configured accounting template. You can set the template in the posting rule on the document type.
Posting example
A company issued an invoice for a service worth CZK 10,000 excluding VAT.
VAT is 21%.
Account | Amount |
311 – Accounts receivable | CZK 12,100 |
602 – Revenue from services | CZK 10,000 |
343 – VAT | CZK 2,100 |
Posting:
MD 311 / DAL 602 – tax base
MD 311 / DAL 343 – VAT
Accounting entries are created automatically based on the configured posting rule.
Printing and sending an invoice
After saving, you can:
print the invoice,
export it to PDF,
send it by email directly from ABRA Flexi,
save it to the document archive.
Before sending, we recommend checking that the customer details, due date, and bank account details are correct.
Payment matching
Matching links an issued invoice to a payment. Thanks to matching, ABRA Flexi tracks whether a receivable is paid, partially paid, or still unpaid.
After a payment is matched, the customer's balance is updated automatically and the invoice receives the appropriate payment status.
Automatic matching
When you import bank statements or create bank documents, the system tries to find the corresponding invoice automatically.
It most commonly uses:
the variable symbol,
the payment amount,
the business partner,
the document currency.
If the system finds an unambiguous match, it performs the matching automatically without user intervention. In the ABRA Flexi web interface, you can use the bulk matching function or automatic matching in the bank module.
💡 Tip: A correctly filled-in variable symbol makes automatic matching of bank transactions significantly easier.
Payment reminders
Using due date tracking, you can easily identify overdue receivables.
ABRA Flexi allows you to:
filter overdue invoices,
create receivables overviews,
generate payment reminders for customers.
Attachments
You can attach files to an issued invoice, for example:
contracts,
orders,
delivery and acceptance reports,
other related documents.
Attachments are then available directly from the document detail.
Views in the Issued Invoices module
Views let you customize how the invoice list is displayed.
For example, you can create views such as:
Unpaid invoices
Overdue invoices
Invoices for the current month
Invoices of a specific salesperson
Invoices of a specific cost center
A view can also include custom columns, filters, and sorting.
Aggregation panels
The aggregation panel provides a quick overview of the data currently displayed.
You can track, for example:
the number of invoices,
the total invoiced amount,
the sum of unpaid receivables,
the average invoice value.
Aggregations always apply only to the records currently filtered.
Split View
The Split View function lets you display the invoice list and the detail of the selected document at the same time.
To edit a document in Split View, click the Edit button. Simply clicking into a field does not start editing.
Benefits:
faster document review,
instant detail preview,
fewer separate windows to open,
more convenient work with large numbers of invoices.
💡 Tip: Split View is ideal for reviewing receivables or searching for a specific invoice.
Relations
Use the Relations function to display related documents.
This lets you easily find, for example:
invoice payments,
stock documents,
orders,
quotes,
follow-up credit notes.
Bulk changes
If you need to edit multiple invoices at once, you can use the Bulk changes function.
You can use it to change in bulk, for example:
cost center,
project,
activity,
note,
other selected fields.
⚠️ Warning:
After an invoice has been posted and sent to the customer, we recommend not making changes that could affect the accounting or tax data of the document. If a correction is needed, it is usually better to use a corrective tax document (credit note or debit note).
Frequently asked questions (FAQ)
❓ How do I create a credit note?
You can create a credit note from the original issued invoice using follow-up actions.
❓ Can I send an invoice by email directly from the system?
Yes. You can send the invoice as a PDF directly from ABRA Flexi.
❓ How do I find the payment for an invoice?
In the invoice detail, open the Relations function, where you will find related payments and other follow-up documents.
❓ Why can't I overwrite the Company field in a document, and how does it differ from the Company name field?
The Company field is taken from the company directory. If you want a different name on the document, edit the Company name field, or select the company from the directory again. In the web interface, there is a field with the company name from the directory and a Company – abbreviation field, so the values in these columns may differ.
❓ Can cost centers be turned off?
No, cost centers cannot be turned off in ABRA Flexi. "Turning off" cost centers in the web interface only hides the input fields on forms.
❓ What should I do if I can't select a currency other than the domestic one in a document?
The "use multiple currencies" function must be enabled in the company settings. In addition, in the given invoice module, the form setting for the "currency" field must be enabled using the "settings → gear" icon.
