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An invoice moves from an editable draft to a validated, frozen document. Bonx recalculates its amounts and checks the data before assigning the legal number.

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Complete the draft

While the invoice is in Draft, you can edit:
  • the customer, site and addresses;
  • issue, delivery and due dates;
  • payment terms and method;
  • bank account and currency;
  • comments and document template;
  • articles, descriptions, quantities, prices and VAT rates; and
  • line and document discounts.
Bonx recalculates the subtotal, VAT breakdown, total and net amount. A fixed or percentage document discount is distributed across taxable bases. Preview the PDF at any time. A draft document is titled Pro forma. You can cancel a draft and reopen it to continue editing.

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Automatic checks performed by Bonx

When you start validation from a draft, Bonx performs the following checks:
1

Bonx checks commercial and fiscal data

Bonx checks the issuer, customer, billing address, tax identifiers, date, lines, articles, VAT, payment details and associated bank account.
2

Bonx checks the order and deductions

Bonx recalculates the order situation and verifies the deposits or credit notes used by the invoice.
3

Bonx checks the electronic format

Bonx applies EN 16931 and the supported checks for the issuing establishment’s country. Each error points to the data that needs correction.
4

Bonx prepares data for export

With a compatible integration, Bonx applies account and tax mappings and displays the lines that will be sent to the accounting software.

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Issue the invoice

From the draft, start validation. Bonx recalculates totals, prepares electronic and export data, assigns the next legal number and freezes the invoice, exchange rate, template, issuer, customer and addresses. The frozen data remains attached to the issued document when its source records change later.

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Generate the document

Generate the PDF from the validated invoice. Bonx keeps it in the invoice’s Files tab. The issuing establishment’s country determines the electronic format generated alongside it.

France — Factur-X

Compare a direct approved-platform connection with transmission through accounting software.

Italy — FatturaPA

Review XML generation, validation and transmission through Sibill.

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Create a credit note

Create a credit note from a Validated or Closed invoice. Credit the whole document, selected lines or part of a line quantity. Bonx retains the parent invoice and tracks the amount already credited. The credit note inherits the customer, currency, addresses, rates and discounts. After validation, deduct the credit note from a new draft for the same customer and currency. Bonx includes the deduction in the invoice’s net amount.