The starting point
Customer data is the part you want to keep.
Issuing an electronic invoice almost always means going through an online service: you upload your customer list, the prices you charge and the history of what you have sold, and from that moment they live on somebody else's server.
For many companies that is fine. For others it is not, and it is not about distrust: a list of customers with what each one pays is the most delicate document a small company owns.
This app does the heavy part — the arithmetic, the format, the checks — and does it where you are. The file comes out ready; sending it is yours to do, through the channel you already use.
What it does
- Prepares invoices, credit notes and deferred invoices, with several VAT rates on one document.
- Keeps quotes and delivery notes too, each with its own numbering and its own states: a quote is accepted or declined, a delivery note is delivered.
- Turns an accepted quote into an invoice, and a customer's delivery notes into one deferred invoice, carrying the lines, the discount and the due dates across without retyping them.
- Keeps your bank accounts, and puts the default one on new documents: the IBAN is written once instead of on every invoice.
- Keeps the payment schedule: each document's instalments, the overdue ones and what is still owed, and the payments you record with date, amount and account.
- Imports customers, price list and documents from Fatture in Cloud, from the export sheets as you download them — the .xls included — and whole invoices from the XML files in the backup. Before anything is written it shows what it read — how many arrive, which are already here, what it left out — and writes only once you confirm.
- Works for an Italian company and for a San Marino one: issuing from San Marino has a profile of its own, carrying what the tax office needs for the document to pass validation.
- Works out the VAT on the summary per rate, which is how the Italian exchange system recomputes it.
- Keeps the arithmetic exact, with eight decimals on quantities and unit prices: energy, machining by weight and services by the minute all use them.
- Proposes the 2.00 € stamp duty when the untaxed amount goes over 77.47 €, and leaves the decision to charge it to you.
- Works out withholding tax on the taxable amount, without touching the VAT.
- Writes the XML file in the FatturaPA format, named as the rules require.
- Checks the document before letting you export it, and says which field, which rule and what to do.
- Keeps the numbering running by year, and refuses two documents with the same number.
- Exports and re-imports everything as a JSON file you can open and read without this app.
- Exports a CSV of the period's documents, for whoever keeps the books.
- Prints a courtesy copy on your letterhead, with your logo and contact details, which states that it is not the fiscal original.
- Works without a connection, and installs like an application.
What it does not do
- It does not transmit the file. Neither to the Italian exchange system nor to the San Marino tax office hub: that needs an accredited channel, and this app has none.
- It does not keep the legal archive, which is a separate obligation with requirements of its own.
- It does not sign digitally, so it does not cover invoices to public administration.
- It does not keep your accounts: no VAT registers, no returns, no ledger.
- It does not yet handle reverse charge or split payment: they change the arithmetic, and they arrive once they are tested like the rest.