Creating an Invoice

Cloud POS lets you create fiscally signed invoices in a guided, step-by-step process. Each invoice is signed with your PFX certificate and reported to the tax authority automatically.

Before You Start

Make sure you have:

At least one active certificate uploaded (see Managing Certificates)
An active Cloud POS subscription

Step-by-Step Guide

Step 1: Select Your POS

Go to POS → Create Invoice in the sidebar
The page shows your currently selected certificate with its location, UID, and taxpayer name
If you have multiple certificates, click Change POS to select a different one
Choose the certificate you want to use for signing

Create Invoice page showing the selected certificate with location, UID, and taxpayer name, with a Change POS button

Step 2: Configure Invoice Settings

Set the parameters for your invoice:

Setting	Options	Notes
Invoice Type	Normal, Advance, Training, Copy, Proforma	Most sales use Normal
Transaction Type	Sale, Refund	Use Refund for returns
Payment Method	Cash, Card, Check, Wire Transfer, Voucher, Mobile Money	How the customer is paying
Reference Number	Text field	Required for refunds — enter the original invoice number
Customer Tax ID	Text field	Optional — the buyer's TIN for B2B transactions
Cashier ID/Name	Text field	Optional — identifies who processed the sale

Invoice settings panel with dropdowns for invoice type, transaction type, payment method, and optional fields for reference number, customer tax ID, and cashier

Tip: Use Training invoice type to practice without creating real fiscal records. Training invoices are not reported to the tax authority.

Step 3: Add Invoice Items

Click Add Item

Add Item dialog with fields for GTIN, name, quantity, unit price, and tax category dropdown

Fill in the item details:
- GTIN — Product barcode (optional)
- Name — Item description
- Quantity — Number of units
- Unit Price — Price per unit
Select the tax category from the available options (these come from your certificate's tax configuration)
Click Add to include the item

Repeat for each item on the invoice. You can see all added items listed as cards, with the running subtotal and total at the bottom.

Invoice items listed as cards showing name, quantity, price, and tax category, with edit and delete icons and a running total at the bottom

To change an item, click the edit icon on its card
To remove an item, click the delete icon

Note: You must add at least one item before you can fiscalize the invoice.

Step 4: Fiscalize

Review your invoice — check the type, payment method, items, and total
Click Fiscalize
A confirmation dialog appears showing a summary:
- Invoice type and transaction type
- Payment type
- Total amount
- Number of items

Fiscalization confirmation dialog summarizing invoice type, payment type, total amount, and item count with Confirm and Cancel buttons

Confirm to submit the invoice for fiscal signing

After Fiscalization

Once the invoice is signed, you'll see a success screen with:

Field	Description
Invoice Number	The fiscal invoice number assigned by the SDC
Invoice Counter	A sequential counter for your device
SDC DateTime	The timestamp from the fiscal device
Verification URL	A link anyone can use to verify the invoice
QR Code	Scannable code linking to the verification URL
Signed By	The certificate that signed the invoice

Fiscalization success screen showing invoice number, counter, timestamp, verification URL, QR code, and signed-by details

From here you can:

Print the receipt — See Printing an Invoice
Create another invoice — Start a new sale
View in invoice history — Go to POS Invoices

Next Steps

Print an invoice — Print a formatted fiscal receipt
Copy, refund, or cancel — Post-sale invoice operations
Manage invoices — View your full invoice history