Sales invoicing
Invoices start from the commessa,
not from a blank page.
This is everything between approved work and a transmitted invoice: the draft built from the avanzamenti, the numbering, the VAT, the proforma, the nota di credito, and the SdI outcome landing back on the invoice.
Every line knows the work it billed.
An invoice here continues the commessa behind it. It is built from avanzamenti already approved and priced, and every line keeps the link to the work behind it, so what is still to bill on a job is read rather than estimated, and a nota di credito reopens it. Once issued the document is frozen: only a draft can still change.
Month end arrives with the drafts already written.
Duckday prepares the drafts from the work approved during the month, grouped the way you actually bill that customer, and takes the number from the right series by itself. The register is kept for you: gaps are visible, a number withdrawn from circulation carries the written reason it was withdrawn, and a draft numbered in December is renumbered before it goes out in January. Issuing past a lower number is refused while the gap can still be repaired.
The numbering series shows its own gaps, and closing one means withdrawing the number with a reason that stays on the record.
Whoever runs the job can prepare the document.
They build the proforma to agree with the customer, and print it even for a prospect that has no partita IVA yet. That proforma holds the work while the customer decides, so the same hours cannot leave on a second document, and the list they open shows only the customers of the commesse they lead. Nobody has to be a tax expert either: one VAT choice carries the rate, the natura and the legal article together, and the plafond left on a dichiarazione d'intento shows while the document is being written, with the warning arriving before it runs out rather than when issuing is already blocked.
What you bill goes back where it came from.
The invoice lands back on the commessa it came from, so the job knows what has been billed and what is still open. Its instalments sit in the scadenziario next to what you owe your fornitori, aged in one view, and each person sees the week's invoiced total only for the commesse they are entitled to see. When a total is incomplete because an exchange rate is still missing, the figure says so instead of quietly showing less.
What you are owed and what you owe, aged side by side in the same scadenziario.
Everything it does
- Billing-to-work traceabilityBillable backlog by job, a ledger tying invoices back to work, and a check on drift before issuing.
- Credit noteIssues a TD04 credit note that reverses an invoice, fully or partly, and reopens the billed work.
- Letters of intent and plafondDeclaration register with automatic reading, applied on invoices, with alerts and a block on the plafond.
- Invoice issuing and numberingPer-customer series, issuing that freezes the document, date and order checks, reasoned voids, a gap report.
- Electronic invoice editorFills in the whole invoice with foreign currency, VAT rates, exemptions and split payment.
- Proforma before invoicingA non-fiscal document that holds the underlying work and converts to an invoice, printable for anyone.
- FatturaPA transmission and exchangeSends to the Exchange System with a tracked outcome, plus import and export of the invoice as XML and PDF.
- Order-to-cash dashboard and reportingMonthly revenue, top customers and invoice status on screen, as a PDF and in a weekly email digest.
- Receivables and payables scheduleReceivables and payables in one view, by aging bracket, calendar or list.
- Treasury and bank reconciliationBank statement import (CSV, CAMT, CBI), suggested matches, cash projected on due dates.
- Invoicing from work progress · with the Projects moduleProject progress turns into draft invoices, previewed before issuing.
Questions we actually get asked.
- Can we still issue invoices that do not come from a commessa?
- Yes. You write one by hand in the same place, with the same numbering, the same VAT catalogue and the same route to the SdI. An electronic invoice you already have can also be brought in and read into the system; what comes from a commessa keeps the link to the work behind it, what does not simply has none.
- What happens if the SdI rejects one?
- The rejection comes back onto the invoice with the message the SdI sent, in the table where you already work, so nobody goes looking for the outcome on a portal. And because a rejected document never legally existed, the plafond it had committed on a dichiarazione d'intento is freed again, with nothing to release by hand.
- Do the invoices also go into conservazione a norma?
- No, and we would rather say so than let you find out later. Duckday prepares them, issues them and transmits them to the SdI. Conservazione stays where you keep it today, with your provider or your commercialista.
Works with
Tell us how you work today.
There is nothing to prepare. Half an hour on how your company runs — who tracks the hours, how an invoice comes together, when you find out whether a commessa made money — and we tell you which modules would fix it and what a quote looks like.