Creating an Invoice

Web Invoicing 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 Invoicing Manager)

• An active Web Invoicing subscription

Step-by-Step Guide

Step 1: Select Your POS

1. Go to Web Invoicing → Create Invoice in the sidebar

2. The page shows your currently selected certificate with its location, UID, and taxpayer name

3. If you have multiple certificates, click Change POS to select a different one

4. Choose the certificate you want to use for signing

When a certificate is selected, Web Invoicing automatically connects to the V-SDC and retrieves the current tax rates for that location.

Step 2: Add Invoice Items

1. Click Add Item

2. Fill in the item details:

   • GTIN — Global Trade Item Number / product barcode (optional). See Product Management for details

   • Name — Item description

   • Quantity — Number of units (supports decimal quantities for items sold by weight or measure)

   • Unit Price — Price per unit (minimum two decimal places)

3. Select the tax category from the available options — these are received from the V-SDC and include the label letter and rate (e.g., "VAT (A) - 15%"). See Tax Rates

4. 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.

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

• To remove an item, click the delete icon — this is the void function, allowing you to remove any selected item before the invoice is issued

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

Step 3: Choose Payment Method

The Payment section shows the total and how the customer is paying. By default the full amount is allocated to a single payment method.

1. Select the Payment Method from the dropdown — Cash, Card, Check, Wire Transfer, Voucher, Mobile Money, or Other. See Payment Types

2. The total updates automatically to match the invoice items

Splitting a Payment Across Multiple Methods

When a customer pays with more than one method (for example, part cash and part card), use split payment:

1. Click + Split Payment below the Payment Method dropdown

2. In the dialog, the first row is pre-filled with the invoice total

3. Click Add payment method to add another row — pick a payment type and an amount

4. As you edit an amount, the last row rebalances automatically so the allocated total matches the invoice total

5. The Remaining value must reach 0.00 (shown in green) for the split to be valid

6. Click Save to apply the split

After saving, the Payment section shows each allocated method and amount, and the Payment Method dropdown is locked to Multiple (N methods). Click the edit icon next to the total or the Edit payment split link to adjust the split again.

Note: You can't fiscalize until the split is balanced. If the payment total doesn't match the invoice total, a warning appears and the Fiscalize button is disabled.

Step 4: Configure Invoice Settings

Expand the Invoice Settings panel to review or change:

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

Step 5: Fiscalize

1. Review your invoice — check the type, payment, items, and total

2. Click Fiscalize

3. A confirmation dialog appears showing a summary:

   • Invoice type and transaction type

   • Payment breakdown (one row per payment method when split)

   • Total amount

   • Number of items

4. Confirm to submit the invoice for fiscal signing

The invoice data is sent to the V-SDC, which signs it and returns the fiscal result. The POS cannot issue an invoice if it is not connected to the V-SDC.

After Fiscalization

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

From here you can:

• Print the receipt — See Printing an Invoice

• Create another invoice — Start a new sale

• View in invoice history — Go to Invoices

Eswatini invoices

Certificates issued by the Eswatini Revenue Service use the newer TaxCore invoice format. FiscoBridge handles this automatically, and these extra details are reported to the Eswatini Revenue Service:

• Project Name and Project Number are printed in the header of every Eswatini fiscal invoice. Project Number is the Buyer Cost Center value (the field is labelled Project Number when an Eswatini certificate is selected). Project Name comes from the Additional fields rows at the bottom of Invoice Settings: enter projectName as the key and the project's name as the value. A projectName row is pre-filled for you; leave it blank if the sale is not tied to a project. You can add further rows for any other key the Eswatini Revenue Service defines. Keys are limited to 64 characters and values to 256. The District line on the invoice is filled by the SDC from the certificate issued to your business location and cannot be changed in the POS.

• Date of supply is printed when the invoice carries a buyer tax number. It is the date the goods were handed over or the service was completed. Integrations that know this date (for example a delivery date in Odoo or a service date in QuickBooks) pass it through; otherwise the current date in Eswatini is used.

• Taxable amount per tax label shows the tax-exclusive value of the items under each label. FiscoBridge takes the tax-exclusive line amount from your accounting platform when it is available and otherwise derives it from the line total and the tax rate.

Invoices without a buyer tax number are reported as business-to-consumer; invoices with one are reported as business-to-business.

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

• Product management — Manage your product catalog

• Invoice types — Learn about all invoice and transaction type combinations