Invoicing

Create an invoice

1. Open Invoices and choose New invoice.
2. Pick the customer, the invoice date and the due date.
3. Add a line for each product or service: description, quantity, unit price and the VAT code of the line. Saved items can fill a line for you.
4. Save. The invoice is now a draft. A draft has no effect on the ledger yet.

Post it, send it, get paid

Posting is the moment the invoice becomes real. A posted invoice writes its entries to the ledger and can no longer be quietly edited. Check the draft, then choose Post.

Mark the invoice as sent when it goes to the customer. When the money arrives, record a payment against the invoice, or let bank reconciliation match the bank line to it for you.

Fix mistakes with credit notes

A posted invoice is never edited in place. If the price was wrong or the goods came back, create a credit note against the invoice and post it. The credit note reverses the amounts and keeps the history honest. A draft invoice, by contrast, can simply be edited or deleted.

Quotes and recurring invoices

A quote is an invoice before the customer has said yes. Create it the same way, send it by e-mail as a PDF file, and convert it into an invoice once it is accepted.

An invoice that repeats every month can be generated on a schedule with recurring invoices, in the paid tiers.

E-invoices, honestly

Since 1 July 2025, any Estonian buyer registered as an e-invoice recipient may demand an e-invoice from its supplier. There is no general duty to send e-invoices to everyone. The duty arises when a registered buyer asks for it. Tasur will send and receive e-invoices through the operator network, so a demand like that is met with a click, not a project.

Sending and receiving e-invoices through the operator network arriving with the Estonian release