A list of all issued invoices can be found in the "Sales – Issued Invoices" module. This list records all issued invoices, advance payments, and advance tax documents. These invoices are linked to received orders, payments, and generated internal documents. If you enter stock price list items on them, they affect the creation of stock issue notes.

The document list has a top toolbar with function buttons and filter drop-downs. Both are used to quickly launch frequently used functions and apply selections.

When creating and updating documents, links are established between individual documents. These include:

Settling document: Issued and received invoices, receivables, and payables after payment are linked to bank documents and cash register (internal documents).

Exchange rate differences: When paying invoices in a foreign currency, exchange rate fluctuations create exchange rate differences. Internal accounting documents are generated to ensure these are posted correctly.

Year-end revaluation (if the document is in a foreign currency): When foreign-currency invoices are not fully settled by the end of the year, exchange rate changes require the price differences to be included in the total invoice value. Internal accounting documents are used to post these correctly.

Stock issue notes, stock receipt notes: When creating an invoice with price list "stock" items, stock issue notes or stock receipt notes are created automatically.

Advance payments, advance tax documents: The system displays a list of all documents that are "linked" to the current document (where the cursor is positioned). Double-clicking a linked document opens another list containing the target document. A further double-click displays the document window. This allows you to view the complete history of a document.

Example of how Flexi maintains links between documents:

When viewing any document in the middle of the described chain, you can use the Links function to navigate through the chain and see related documents. This Flexi feature makes it easier to search for and verify documents.

A button for document totals is available on the right side of the top toolbar. For more information about this function, see the chapter Documents -> Totals in the Document List.

The bulk change function is designed for quickly changing the value of a specific field across many items at once. A description of how to use it can be found in the chapter Bulk Changes.

Send document to EET: This function allows you to submit one document or multiple selected documents at once to the electronic records of sales (EET).

Display EET communication: This service provides the complete messages and responses from communication with the electronic records of sales. It can only be displayed for the currently selected document.

Print current document: Prints the document currently selected by the cursor. After clicking the button, a document preview is displayed so you can see how the document will look when printed. While viewing the preview, you can change the document language. If the document looks correct, you can print it (using the "Printer" button in the top left corner of the preview), export the print version to standard PDF format (using the "PDF/Acrobat" button), or send the document by email (using the "Letter" button).

Company summary information: When creating or updating a document, it is sometimes important to obtain information about your financial relationship with a business partner so that you can choose an appropriate response or course of action when creating further documents.

The system displays the company card with the Summary Information tab:

The tab displays in the first column invoicing and payment behavior data: Total invoiced, Unpaid, Paid after due date, Average payment delay in days, Invoicing limit, Defined payment terms.

The second column shows all incomplete and non-cancelled "commercial" documents: Open received inquiries, Open issued quotes, Uninvoiced received orders, Open issued inquiries, Open received quotes, Unstocked issued orders.

If you need additional information about the company, it is available on the other tabs.

Cash payment: When this button is pressed, the system generates a cash receipt document (cash income) that settles the invoice. This document takes the amount from the invoice. The contra account is taken from the primary account of the invoice being settled. The cash document will not include VAT. The invoice will move to the status Settled, and a link will be created between the invoice and the cash document.

Cash payment supports amount rounding according to the rounding parameters of the selected document type (or payment method). The wizard allows you to choose the posting of the difference, similarly to the services for linking payments.

A detailed description of matching is provided in the chapter "Document Matching", which is shared for bank, cash register, and internal documents.

The system populates the following values in the cash document.

Cash register: Select from the list of cash registers the one for which the settling document is being created.

Internal number: If no document series is defined for the cash register, you will be prompted to enter one.

Incoming number: The variable symbol of the invoice being settled.

Variable symbol: The variable symbol of the invoice being settled.

Date of issue: The date is taken from the invoice's date of issue.

Description: The company name on the invoice.

Cost center: If a cost center is specified in the cash register's document type, the system will use that value. Otherwise, the cost center is taken from the invoice.

Job/Contract: Taken from the invoice.

For an income cash receipt document:

Debit account: The cash register account.

Credit account: The debit account from the issued invoice.

For issued invoices:

Debit account: The credit account from the received invoice.

Credit account: The cash register account.

VAT classification: Does not fall under VAT.

Posting date: The date is taken from the invoice.

Create/remove ATD link: After selecting this service, the system allows you to create a link (connection) between an advance tax document and a bank statement or cash document to which the advance tax document was created (manually). Normally, the advance tax document is created automatically from the bank or cash register when an advance payment is settled.

When launching the function, you first specify whether the advance payment was settled via the bank or cash register. You then locate the corresponding document and confirm the link by clicking the Select button.

Reminder: This function allows you to create and send reminders for an individual invoice or for multiple invoices that meet the required criteria (number of days past due, above the invoiced amount, etc.).

Generate penalty invoices: This function allows you to create penalty invoices for individual unpaid invoices. It takes the form of a wizard where you select the Document type for penalty invoices, Penalty percentage, and Date range, and confirm with the Finish button. You then select the issued invoices for which you want to create penalty invoices. Once the penalty invoices are created, you will be notified that they have been generated.

Calculate payment status as of date: Using this function, you open a wizard in which you select the date for which you want to calculate the payment status. You choose the calculation and display options. If you want to display the payment status in a new window, check the "Open in new window" checkbox.

After clicking the button, a list of the payment status as of your selected date will be displayed.

Create credit note: Using this function, you can create a credit note. After clicking, a form is displayed where you select the items and quantities for which you want to create the credit note. You issue a credit note against an issued invoice in the case of a correction — for example, if you issued the invoice incorrectly or the goods were returned.

Settle from overpayments in bank and cash register: Using this function, you can settle an issued invoice using overpayments recorded in the bank. After clicking the button, the system will offer received payments that have not yet been matched to a document.

Create invoice from advance payment: Using this function, you can create an issued invoice from an issued advance payment. If you want to issue an invoice against an unsettled advance payment, you must have the deduction of unsettled issued advance payments enabled in the company settings. You can enable this in "Company" – "Settings" – "Modules" tab – "Sales" tab – "Invoice" tab – check the "Allow deduction of unsettled issued advance payment" checkbox.

Some functions are only available when a document is open.

Deduct advance payment/ATD: Used to deduct an advance payment or advance tax document (ATD) from a document. After launching, a list of advance payments and ATDs that can be deducted is displayed, or a notification if none are found. After selecting a document, a dialog for choosing the amount appears — for advance payments, the dialog has a simple form:

For ATD deductions, amounts are determined according to VAT rates in the form:

Select the amount to deduct and confirm with the OK button.

Export e-invoice ISDOC: Exports the issued invoice data to ISDOC format and offers the file for saving.

Allocate ancillary costs for Intrastat: A wizard for allocating ancillary transport costs across individual document items that need to be recorded and reported for Intrastat. More information about the wizard can be found in the Intrastat chapter.

Document allocation: The allocation function can only be used on a document that does not contain any items.

This function allows you to allocate a document across individual document line items. After clicking the button, the "Document Allocation" form is displayed:

In the form, you select and enter: Posting template, Base amount, Credit account, VAT lines, VAT control report line, Cost center, Activity, and Job/Contract.

You can add another allocation line using the "Add item" button.

Display EET communication: This service provides the complete messages and responses from communication with the electronic records of sales for the document currently being edited.

Using the filter drop-downs, you can easily and quickly filter the displayed documents. Set the filters according to your current needs; the last filter used will also be applied the next time you open the list. You can filter by the following parameters:

Calendar year (document date of issue): Years are offered in descending order from the next calendar year (based on the computer's date) back to 1990.

Date (document date of issue): For the current accounting period only: Last 7 days, last 35 days, current day, current week, current month. Always available: 12 calendar months, 4 quarters (in the year of the selected accounting period or the year selected in the filter).

VAT period: 12 calendar months, 4 quarters (in the year of the selected accounting period or the year selected in the filter). The decisive date is the date of the taxable supply.

Document type: Individual document types that have been created are offered.

Payment status: Unpaid, Overdue, Partially paid, Paid. When Unpaid is selected, documents with the status Partially paid are also included.

User: Filters documents that were created by a specific user.

The filter drop-downs offer an unrestricted option as the first item for each parameter. Only one item can be selected in each drop-down; for advanced filtering, use the global filter function.

Like all other modules, the issued invoice shares General Document Properties with them.
For further detailed information, we recommend using the following links:

Issued invoice type: Required field. Select the issued invoice type from the list of document types (the system remembers the last type of issued invoice entered in a series of documents). This type determines the behavior of the document and also carries the document's default values (see Issued Invoice Types).

Internal number: Read-only field. The value is automatically populated after selecting the document type. Tip: If you have the "Premium" variant, it is possible to assign specific document types — including document series — to specific users using extended access rights.

Incoming number: Optional field. You can enable the incoming number field by checking the checkbox next to the field label. Fill in this value only when creating an invoice/receivable based on a document already created in another application (e.g., Excel, Word, or another accounting system). This option is used by accounting firms that receive source documents from their clients.

Variable symbol: Read-only field. The variable symbol is generated automatically from the incoming number by removing all non-numeric characters.

Date of issue: Required field. For the first document in a series, the date is set from the computer's date (provided the entered accounting period matches the current calendar year; otherwise, it is set to the last day of the entered accounting period). For subsequent documents in the series, the date is carried over from the previous document. If the date of issue does not match the current day, you can enter it manually or select it using the calendar icon.

Date of taxable supply (Tax supply date)Required for accounting documents if you are a VAT payer. For the first document in a series, it is taken from the date of issue. For subsequent documents, it is copied from the previous document. If the date of issue does not match the current day, you can enter it manually or select it using the calendar icon.

Apply taxable supply: Optional field, available only for Credit Note type invoices. The date you select for the taxable supply event, i.e., the date on which you are claiming the right to deduct VAT from the credit note of the issued invoice. You can change the value as needed within the legal requirements; the taxable supply can be applied no earlier than the date the document is received and no later than 3 years after the end of the tax period in which the right to deduct tax arose.

Payment status: If you do not manage bank and cash register records in Flexi, you can use the drop-down list to indicate that the invoice has been settled. If you do manage bank and cash register records, do not use this field — instead, match invoices with payments.

Due date: Optional field. The due date is calculated by adding the payment term in days to the date of issue. The payment term in days is set in "Program Settings" (the "Modules" tab – the "Sales" tab), or at the document type level, or at the company level. The customer-level payment term takes the highest priority, followed by the issued invoice type, provided they are non-zero.

Description: Optional field. Enter additional details here to help identify the document in the list. The text entered is also included in the invoice's QR code.

Contract number: Optional field. The number of the contract or other document on the basis of which the invoice was created.

Payment method: Optional field. Select the appropriate payment method from the drop-down list. The values available are those recorded in the menu Tools – Codelists – Payment Methods, e.g., the defaults: Bank transfer, Cash, Postal order, Cash on delivery, Payment card, Set-off. You can press F2 to open a selection list for more advanced selection, editing, or adding a custom payment method.

Order number: Printed on both the delivery note and the invoice.

Delivery note: Optional field. A document confirming the handover and receipt of goods. The value is printed on the stock document (receipt note/issue note).

Shipping method: Optional field. The values available are those recorded in the menu Tools – Codelists – Shipping Methods, e.g., Czech Post, PPL, In person. You can press F2 to open a selection list for more advanced selection, editing, or adding a shipping method.

Shipping and dispatch: Optional field. Intended for supplementary text regarding the method of shipping; the value entered is printed on the delivery note. You can type the text manually or use the drop-down list to select from predefined texts. Using the ... button next to the field, you can open a multi-line editing field for better readability. When entering text manually, an autocomplete feature is available — as you type the initial characters, the suggestions are narrowed down based on existing texts. While editing the text, + buttons appear above the field. If the text you have just entered is not among the predefined texts, you can add it by clicking the + button. Clicking the magnifying glass button opens the predefined texts codelist, where you can select a different existing text, or add, edit, and delete texts.

Pickup point ID

When dispatching to a specific pickup point (Czech Post Parcel to Post Office, Czech Post Balíkovna, Zásilkovna, PPL Parcelshop, DPD Parcelshop, GLS Parcelshop, Uloženka, WeDo PickupPoint, WeDo Box), its ID is required. This ID can be entered in the "Pickup point ID" field. If the invoice is generated from an order or issue note that already contains this information, it will be transferred to the invoice. This field is only available in the Premium version of the program.

Here you select the account to which payment for the invoice should be made.

Bank account: Select a bank account from the list of bank accounts.

Account number: Filled in automatically after selecting a bank account from the list.

Reminder 1 date: Select the date on which the first reminder should be generated.

Reminder 2 date: Select the date on which the second reminder should be generated.

Conciliation date: The date on which you generated the reminder – "Attempt at conciliation".

Penalty date: The date on which you generated penalty invoices.

Reminder texts are set in the codelists – "Reminders".

You can enter any note in this tab. This note is for your use only and is not printed on the document.

Introductory text: Optional field. No character limit. Text that will appear before the document items in the printed version. You can type the introductory text directly into the field. Using the ... button next to the field, you can open a multi-line editing field. While editing the introductory text, + buttons appear above the field. If the text you have just entered is not among the predefined texts, you can add it by clicking the + button. Clicking the magnifying glass button

opens the predefined texts codelist, where you can select one of the existing texts, or add, edit, and delete texts.

Closing text: Optional field. No character limit. Text that will appear after the document items and before the VAT summary in the printed version. Controls are described under the Introductory text field.

On this tab, you can store various documents related to the given invoice.

The top toolbar of the table contains a number of buttons; the meaning of some of them is described in the separate chapter "Program Controls".

Using the button, you can add a new attachment. When adding an attachment, you can choose from the following options:

Next to each attached file there is an icon that allows you to view the attachment at any time. Using another icon, you can save the attachment to a different location. One button is used to scan the document; a second option allows you to select the scanner and scanning parameters.

Company: You can select a business partner from the Address Book (the following fields will be filled in automatically), or you can enter the partner's details manually (in which case, leave this field empty). You can enter the abbreviation or name of the customer's company (or just part of the abbreviation or name) and select the required company from the suggested records. You can also open the company list (using the magnifying glass button or F2 key) and search for the company using filters, edit the found customer, or add a completely new record; to select a company from the list, simply double-click its record or click the Select button. Only companies recorded in the Business Partners Address Book that have Customer or Customer/Supplier selected in the Relationship type field are offered.

Name: Enter the exact company name. The field is filled in automatically when you select a company from the address book; otherwise, fill it in manually. Note: If you click on the blue underlined Name field label after entering the company name, a web browser page will open showing search results in ARES (Administrative Register of Economic Entities) with data from the commercial or trade register, the VAT payer list, etc.

Street: Enter the street of the company's registered address, including the building number, orientation number, or a combination of both. Note: If you click on the blue underlined Street field label after filling in the City and Street fields, a web browser will open the Mapy.cz portal with a map of the company's address.

City: Enter the name of the city or municipality where the company is registered. When entering the city name, you can use the autocomplete feature: start typing the name of the city, municipality, or district in the field, and the application will suggest the full city name including any district, while also filling in the corresponding value in the Postal code field.

Postal code: Enter the postal code of the company's registered address (or the local equivalent for foreign companies). When a valid postal code is entered, the City field is automatically populated. When entering the postal code, you can again use the autocomplete feature: start typing the first digits of the postal code or the beginning of the city name, and the application will suggest possible cities, municipalities, or their districts.

Country: Select from the drop-down list the country where the company is registered. If you selected the city or postal code from the autocomplete, the Czech Republic or Slovakia will have been filled in automatically. To speed up your search, you can type the first letters of the country name and the application will move to the first matching country.

Company registration number (IČO): Enter the business partner's company registration number — the unique eight-digit identification number assigned to legal entities, self-employed individuals, or state organizational units by the Czech Statistical Office, the commercial register, or the trade licensing authority (older numbers with fewer digits are padded with leading zeros). If you click on the blue underlined IČO field label after entering the value for a Czech company, a web browser page will open showing search results in ARES (Administrative Register of Economic Entities) by registration number, with data from public registers. For a Slovak company, a similar page with search results from the Commercial Register will be displayed.

VAT number (DIČ): Enter the business partner's VAT number if they are a VAT payer. The tax identification number is assigned by the tax authority to every natural or legal person liable to pay taxes. The VAT number of a legal entity consists of the country abbreviation followed by the company registration number; the VAT number of an individual consists of the country abbreviation followed by their national identification number digits. If you click on the blue underlined DIČ field label after entering the value for a Czech company, a web browser will open the Czech Ministry of Finance's registered entity search form, where you need to enter the partner's VAT number and click Search to display information about the VAT payer and their registration. For companies registered in other countries, the result of the VAT number verification in the European Commission's VIES system will be displayed.

EAN: Enter the International Article Number if you communicate electronically with the business partner or need to include their identification in the form of a barcode (for scanner reading) on documents.

The address to which the invoice will be sent. For each company in the "Address Book" list, you can specify a "Postal address". Filling in this tab is only relevant if the company has premises at a location different from its registered address as specified in the commercial register. The address is printed in the position on the invoice that is visible through the address window of a standard windowed envelope.

Postal address is the same as registered address: When this checkbox is checked, the following fields are unavailable and the registered address from the Customer tab is used. Unchecking it makes the remaining fields on the tab accessible.

This address is intended for goods delivery. If the address is the same as the registered address, leave it blank. If the address is different, the delivery address must be entered in the address book for the specific business partner to whom you are issuing the invoice.

This is the customer's bank account that you have on file for the given business partner. It is filled in automatically after selecting the customer.

Customer's account: The customer's primary bank account is automatically retrieved; you can select a different bank account using the drop-down list.

This tab requires you to enter values that are important for correct document posting. When items are created, these values are automatically transferred to them. If any value in the header changes, it is automatically transferred to the items, except for those items where you have manually changed the value. Changing a value on an item is possible after enabling the value by unchecking the "copy from document header" flag.

Posting template: Optional field. Available only for accounting documents. Simplifies the posting of individual documents by automatically filling in the document description, posting accounts, and the VAT line according to the selected posting template. Select the posting template from the drop-down list. You can press F2 to open a table view of the list for more advanced selection, editing, or creating a new posting template.

Cost center: Required field for document posting. Allows you to assign the document within the cost center structure of the company being accounted for. The field must be filled in for document posting even if the company does not use cost centers (in that case, the cost center named "Headquarters" is automatically selected).

Activity: Optional field. Allows you to classify items by activity. The drop-down list offers values from the codelist Tools – Codelists – Activity.

Job/Contract: Optional field. You can select the relevant job/contract from those recorded in the codelist Sales – Jobs/Contracts. You can enter the abbreviation or name of the job/contract (or just part of it) and select the required record from the suggestions. You can also open the jobs/contracts codelist (using the magnifying glass button or F2 key) and search using filters, or edit an existing record or add a completely new one.

Labels: Optional field. Used for tagging documents with labels, which are then displayed in the field and can be especially useful for filtering. Clicking the Attach button opens the label selection form. The left panel shows Available labels and the right panel shows labels assigned to the current document. You can assign or remove labels using the arrow buttons between the two panels. If you use labels extensively, you can use the Groups drop-down list to display only labels from a selected group. After setting the labels, confirm with the OK button. If you need to add a label that is not yet in the Available labels panel, use the Manage Labels button.

This opens the labels codelist (menu Tools – Codelists – Labels), where you can add the required label.

If you filled in the posting template on the previous tab, the debit account, credit account, VAT account, and VAT line fields should already be populated.

VAT country: Required field for VAT payers on accounting documents. The country in which value added tax will be remitted. The value in the field is automatically set to the legislative country specified in Company Settings on the Legislation tab. The value can be changed by selecting from the drop-down list. If the Restrict VAT country selection option is checked in Company Settings, the selection will be limited to relevant countries based on the current document values. If the company being accounted for is registered for MOSS, an appropriate VAT country may be selected automatically based on the business partner's country and their VAT registration status.

VAT lines: VAT return lines are populated according to the selected posting template and can be changed manually. If the company being accounted for is registered for MOSS, the field value may be set automatically.

VAT control report line: VAT payers only. Field is not mandatory. This field is used to specify the line of the VAT control report form into which the VAT base amounts and VAT amounts will be loaded. It also serves as the default value for the Control report line field on the Posting/Details tab of document items being added. The VAT control report line value will be set according to the value defined for the selected document type; the value can be changed using the drop-down list. The available values are loaded from the control report lines codelist and are limited to lines corresponding to the currently selected VAT country and document type, with lines corresponding to the document's transaction type shown first. If you are unsure which control report line to select, leave the field blank — before generating the VAT control report, you will be notified about documents without a selected VAT control report line and will be able to set the correct line. If the document has no impact on the control report, select line 0.0. When saving a document with the Czech Republic as the VAT country, it will be checked whether the total document amount meets the condition for the value of the selected VAT control report line. You will also be notified if the selected control report line does not correspond to the document's transaction type.

Special VAT scheme / Osobitná úprava DPH: This checkbox is only available when the VAT country field is set to Slovak Republic. The company being accounted for is registered for the special VAT scheme pursuant to § 68d of the Slovak VAT Act (osobitný režim uplatňovania DPH). When this checkbox is checked, VAT from the issued invoice will be remitted on the date of payment receipt rather than on the date of the taxable supply.

Place of supply — domestic: Displayed for documents with a foreign business partner. By checking this, you indicate that the service was provided domestically, which means the mandatory VAT recapitulation information will be displayed in printed reports.

Exclude from balance: When this flag is checked, the document will not be reflected in the balance.

Intrastat is an electronic data collection system mandatory for all European Union member states. This tab allows you to record all required data.

Country of dispatch: The country from which the product was dispatched.

Country of destination: The country