RestocksAIO DocsHow to do proper invoices
Generate invoices with automatic tax calculations and proper business details.
Read the guide to the Invoice Dialog Window below. It explains everything in the Invoice Dialog, including all the options and features.
For an overview of automated, tax-ready invoicing in RestocksAIO, see the Generate Invoices feature page on restock.gg.
Generate Invoices
Speed up your invoice creation.
Follow the guide
1. Fill up your Profile Settings
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2. Modify the Invoice Text if needed
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The bottom of the Invoice Settings has an invoice description box. For example, you can enter the text needed to show that the invoice is a B2B invoice.
When you press Edit Preset on one of our four default presets, a new preset is made. (The default presets cannot be deleted or edited, so a copy is made.)
3. Fill in the API keys related to our supported Invoicing platforms (if needed)
We currently support LexOffice, SevDesk, Fakturownia and Infakt.
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4. Create the Invoices.
To create the invoices, set the type, the language preset for the invoice, the type of reference, and additional settings.
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Frequently Asked Questions
How do I not miss any sale that can be pending?
To avoid missing sales that can be pending, generate them in the next quarter with these settings.
- Use a timeframe of two quarters, the current one and the past one, for example (01/01/2023 - 30/06/2023).
- Check the checkbox "Import old CSV to remove dupe".
- Click Generate Invoices or Import a Normal CSV.
- Import the old CSV.
For example, you use a timeframe of two quarters and import a past CSV with the sales that we generated for the first quarter. Only the sales that are not in the first-quarter CSV then appear. This way, you do not miss any sales.