Guided workflow · 4 steps
Use this workflow as a pre-send review. It helps catch common omissions, but it does not determine the tax treatment or legal requirements for your transaction. Verify those independently before issuing an official invoice.
Step 1
Organize supplier, customer, item, date, and payment information in one document.
Step 2
Calculate the tax component from an independently verified rate and basis.
Step 3
Reduce the chance of a mismatch between written and numeric totals where the invoice uses both.
Step 4
Provide a scannable destination only when a QR code is appropriate for the invoice.
Confirm these points before sharing or relying on the result.
Recheck quantities, discount basis, inclusive/exclusive tax assumptions, and rounding. Confirm the tax treatment independently.
Do not send the invoice. Verify the intended payload, regenerate the code, and scan-test the exported document.
Follow the applicable correction or credit-note process and keep an audit trail rather than silently overwriting the issued record.
Understand the options and limitations before processing important data.
Prepare a clear invoice, check arithmetic and payment details, and keep a reliable record without confusing calculations with tax compliance.
