Customer invoicing

Simon lets you create customer invoices compliant with the FacturX / EN16931 standard (European electronic invoice). Each invoice is a PDF with structured XML embedded.

Creating an invoice

“Make an invoice for 3 days of consulting at €800/day for ACME SAS”

Simon builds the invoice from the business information: the customer (name, address, SIREN and intra-community VAT number if available), the lines (description, quantity, unit price, VAT rate), the issue date, the due date — computed from the customer’s terms or entered — and the free-form notes.

Before confirming, you review the essentials: the invoiced customer, the lines and their rates, the date and due date, the proposed numbering, and the PDF together with its Factur-X XML.

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Lifecycle

stateDiagram-v2
    [*] --> Draft : Creation
    Draft --> Posted : Confirmation
    Draft --> Rejected : Rejection
    Posted --> [*]

1. Draft — the invoice is generated (PDF + XML) and put on hold, with a soft confirmation block.
2. Confirmation — the user validates. The PDF is moved to pieces/ and the document enters the accounting pipeline.
3. Rejection — you refuse the invoice (wrong amount, wrong customer…): the document is rejected.

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Sequential numbering

Simon maintains a counter per (prefix, year) pair. The numbering is strictly sequential and cannot have gaps.

Parameter	Description	Default
Prefix	Free-form prefix	Current year (e.g. “2025”)
Number of digits	Counter width	4
Last issued number	Resume point during a migration	0

Examples:

• Prefix “2025”, 4 digits → 2025-0001, 2025-0002…
• Prefix “CLI-2025”, 5 digits → CLI-2025-00001

Astuce

If you migrate from another software, fill in the last issued number to resume numbering at the right place.

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FacturX / EN16931 standard

Each generated invoice complies with the urn:factur-x.eu:1p0:en16931 profile:

• Format: UN/CEFACT CII (Cross Industry Invoice)
• Type: 380 (commercial invoice) or 381 (credit note)
• XML embedded in the PDF as an attachment
• VAT categories: S (standard), Z (zero rate/export), E (exempt), AE (reverse charge)

Note

The XML contains all the structured data: seller, buyer, lines, VAT by rate, totals, payment terms.

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Invoice lines

Each line includes a description of the good or service, a quantity, a unit price excluding tax and a VAT rate; a percentage discount and a product code are optionally possible. VAT is computed automatically and grouped by rate for the summary.

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Customer defaults

When you invoice a regular customer, Simon can remember the default parameters (numbering prefix, payment terms, template lines) in the third party’s metadata. Subsequent invoices automatically reuse these parameters.

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Accounting integration

After confirmation, the customer invoice enters the standard accounting pipeline:

1. Qualification — deductibility rate (100% for sales)
2. Posting — automatic journal entry (411 debit / 7xx credit + VAT collected)
3. Lettering — matching with the payment when the customer pays