PDF Invoice - Invopop

Introduction

The objective of this guide is to take you through the process of generating a simple PDF invoice you can send to your customers. This is valid for tax regimes that don’t require any electronic reporting nor invoicing, and serves as a useful example from which to create your own workflows.

Once completed, the workflow will work with any GOBL invoice produced for potentially any country in the world.

Prerequisites

You’ll need the following data to be able to issue basic PDF invoices:

Supplier details - fiscal details of who is issuing.
Customer details - fiscal details of who is receiving for B2B invoices.
List of products or services being sold, including quantities and prices.
Know what taxes and rates apply.
Have chosen a “series” for the invoice, a few alphanumerical characters to help group invoices together.

Setup

Issuing PDF invoices with Invopop needs very little preparation. We’re assuming that you already have access to the Invopop Console, and know how to create a workflow.

Choose the Invoices option when creating the new workflow and add the following steps:

Add Sequential Code - select the dynamic sequence option, set the name, and check the Sign document checkbox.
Generate PDF - choose any settings you like.

That’s all there is too it.

Copy and paste the following JSON workflow using the developer mode of the workflow editor:

{
  "name": "PDF Invoice",
  "steps": [
    {
      "id": "6b16c200-a75f-11ef-ba08-91f336761c6c",
      "name": "Add Sequential Code",
      "provider": "sequence.enumerate",
      "summary": "Dynamic · Invoice · 000001",
      "config": {
        "sign": true,
        "padding": 6,
        "start": 1,
        "name": "Invoice"
      }
    },
    {
      "id": "c61adaa0-7b55-11ef-bffc-d9a10ebf9f89",
      "name": "Generate PDF",
      "config": {
        "logo_height": 40,
        "locale": "es",
        "date_format": "%Y-%m-%d"
      },
      "summary": "Spanish",
      "provider": "pdf"
    }
  ]
}

Running

Use the following example GOBL Invoices inside the Invopop Console or via the API to create new silo entries. Once a silo entry has been stored, you can create a new job to run the “PDF Invoice” workflow you just created.

The following example demonstrates a simple invoice for a VAT registered supplier in the United Kingdom.

{
  "$schema": "https://gobl.org/draft-0/bill/invoice",
  "currency": "GBP",
  "series": "TEST",
  "supplier": {
    "tax_id": {
      "country": "GB",
      "code": "844281425"
    },
    "name": "BrightTech Solutions Ltd.",
    "emails": [
      {
        "addr": "billing@brighttech.co.uk"
      }
    ],
    "addresses": [
      {
        "num": "123",
        "street": "Innovation Park",
        "locality": "Cambridge",
        "code": "CB1 2AB",
        "country": "GB"
      }
    ]
  },
  "customer": {
    "tax_id": {
      "country": "GB",
      "code": "350983637"
    },
    "name": "GreenWave Energy Ltd.",
    "emails": [
      {
        "addr": "info@greenwave.co.uk"
      }
    ],
    "addresses": [
      {
        "num": "45",
        "street": "Riverside Business Park",
        "locality": "London",
        "code": "SW1A 1AA",
        "country": "GB"
      }
    ]
  },
  "lines": [
    {
      "quantity": 50,
      "item": {
        "name": "Thermal efficient mugs",
        "price": "16.00"
      },
      "taxes": [
        {
          "cat": "VAT",
          "rate": "standard"
        }
      ]
    }
  ]
}

The following example demonstrates a simple invoice for a VAT registered supplier in the United States.

{
  "$schema": "https://gobl.org/draft-0/bill/invoice",
  "series": "SAMPLE",
  "currency": "USD",
  "tax": {
    "prices_include": "ST"
  },
  "supplier": {
    "name": "Provide One Inc.",
    "tax_id": {
      "country": "US"
    },
    "addresses": [
      {
        "num": "16",
        "street": "Jessie Street",
        "locality": "San Francisco",
        "region": "CA",
        "code": "94105",
        "country": "US"
      }
    ],
    "emails": [
      {
        "addr": "billing@provideone.com"
      }
    ]
  },
  "customer": {
    "name": "Sample Consumer",
    "emails": [
      {
        "addr": "email@sample.com"
      }
    ]
  },
  "lines": [
    {
      "i": 1,
      "quantity": "20",
      "item": {
        "name": "Development services",
        "price": "90.00",
        "unit": "h"
      },
      "discounts": [
        {
          "percent": "10%",
          "reason": "Special discount"
        }
      ],
      "taxes": [
        {
          "cat": "ST",
          "percent": "8.5%"
        }
      ]
    }
  ]
}

Introduction

API

Guides

​Introduction

​Prerequisites

​Setup

​Running

Introduction

Prerequisites

Setup

Running