From quote to invoice

The quote

Quotes → New. Lines from products or free text, a discount, payment terms, a covering note. Send emails a public link on which the customer accepts or declines; the decision is final and shows on the deal. An accepted quote becomes an invoice with one button, lines and terms carried over.

Numbering

A draft invoice has no number. It gets one at issue, from a yearly series (SZ-2026-0001, with your own prefix), in the same transaction that marks it issued — so a failed issue burns nothing and the series stays gapless. The year is the document's date, not today's.

Zero-rated lines

• AAM — Subject-based exemption (small business)
• TAM — Exempt activity
• KBAET — Intra-Community supply of goods
• EUFAD37 — Intra-Community service (reverse charge)
• FAD — Domestic reverse charge
• HO — Supply to a third country
• EAM — Export of goods outside the EU

A 0% line is refused at save and at issue without a reason; the document prints the statutory wording, and both providers receive the code instead of a percentage.

Storno

An issued invoice cannot be edited or deleted. The Storno button creates a second document with the lines negated from the same series, marks the original cancelled, and reverses it at the provider. Then issue a new one.

Számlázz.hu or Billingo

1. 1Settings → Add-ons: the Számla Agent key into the Számlázz.hu tile, the API key into Billingo's.
2. 2At issue the invoice goes to them, they report it to NAV, and the PDF is stored here too.
3. 3Without a key everything dry-runs — you can try it without a live account.