Take control of billing by learning how to use e-invoicing to meet EU invoicing and VAT record-keeping requirements. The platform ensures your invoices remain secure and ready for official review, helping you maintain legal compliance when working with other businesses or government entities.
What is Strict Mode?
The platform includes a specialized "Strict Mode" for invoices to follow EU rules for VAT integrity and EN 16931-style e-invoicing flows. This mode ensures that once you generate an invoice, you cannot change it.
Benefits of Strict Mode
Strict Mode provides several protections and features to keep your business compliant:
- Safe Invoices: You cannot change an invoice after you send it, which keeps your records honest.
- Special Files: The platform creates XML or UBL files for long-term storage and official reports.
- Refunds: The platform automatically creates a "credit note" when you return money to show why the transaction occurred.
- Standard Compliance: This system meets EN 16931 standards required by many European businesses and government offices.
Fix Mistakes and Issue Refunds
In Strict Mode, you cannot edit an invoice. You must use specific workflows to correct errors or return funds to your customers.
Correct an Invoice
If you identify a mistake on a sent invoice, you cannot click Edit. You must create a credit note instead to keep your records compliant with EU regulations.
Issue a Refund
If a client paid you and you need to issue a refund, use the following steps. The platform handles the necessary paperwork automatically.
- Open the platform.
- Click Sales.
- Find the payment you want to refund.
- Click on the payment.
- Click the three dots icon.
- Choose Refund.
- Type in the amount of money you want to give back.
- Click Refund.
The platform now automatically creates a credit note and links it to the original invoice for your records.
Regional Availability
Strict Mode availability depends on your business location.
- European Union: The platform enables this feature for all new accounts.
- Australia and New Zealand: The platform plans to introduce similar strict invoicing rules to these regions, adapted to local tax and e-invoicing requirements.
Frequently Asked Questions
Q: Why can't I edit my sent invoices?
The platform uses Strict Mode for EU accounts to follow VAT rules that require you to keep the original invoice unchanged. You must correct any errors with a credit note rather than editing the document.
Q: How do I get the structured XML files for a report?
The platform generates these files for you automatically. This process helps you maintain your records for long-term storage and official reporting.
Q: Can I turn off Strict Mode?
No, you cannot turn off Strict Mode as the platform enables it automatically for new EU accounts. This restriction helps your business stay secure and follow legal requirements.
Q: If I am an existing account, can I turn on strict mode?
You must contact customer support to enable strict mode if your business is located in the EU.
Q: Do you have a Peppol integration?
The platform does not provide a Peppol integration at this time. Peppol requires certified access points, which the platform does not yet provide.
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