Invoices issued
Issued invoices are customer invoices and credit notes your organisation has issued. Invunion stores that invoice data with open and settled amounts so incoming payments and outgoing refunds can be matched. It is not an invoicing product: you bring documents in from your billing tools, then use them for reconciliation.
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What you see in Issued invoices
An issued invoice is a customer invoice your organisation has issued. The Issued invoices section also covers issued credit notes, which reduce or reverse all or part of a customer invoice.
Invunion is interested in the data on those documents so it can reconcile bank payments against them. It is not an invoicing solution: you do not create and send customer invoices from Invunion as your billing system. You import or enter the issued-invoice data you already have elsewhere.
Typical fields include:
- invoice number and external reference;
- kind (
invoiceorcredit_note); - invoice date and due date;
- expected payment, computed from the due date and how this customer paid previous invoices;
- amounts excluding tax, VAT, and including tax;
- currency;
- linked counterparty (the customer);
- settled amount, open amount, and recovery progress;
- status such as unpaid, partial, paid, overdue, or cancelled;
- metadata: free-form key/value data for anything important that is not covered by a standard field.
A credit note can also link back to an original issued invoice it adjusts. Open amount matters more than the original total once payments start to allocate. A partially paid invoice remains available for further matching until the open amount is cleared or the document is cancelled.
For current reconciliation, these documents are the records that transactions are compared against: incoming customer payments against issued invoices, and outgoing customer refunds against issued credit notes.
Default System
When an issued invoice cannot be linked to an existing counterparty, Invunion falls back to the Default System counterparty (SYS-CPT-001).
Keep that record in place; it is part of the tenant bootstrap and should not be treated as a normal customer you delete or overwrite.
Created during import
When you import issued invoices, Invunion can create a counterparty automatically for the customer on each imported document when no matching counterparty already exists. You do not have to pre-create every customer before loading invoices.
Import and export
From Issued invoices you can:
- Import issued invoices and credit notes from a file. Supported formats include CSV, JSON, and standard electronic invoice XML (EN16931 UBL 2.1 and EN16931 CII D16B).
- Export the current list of issued documents (for example as CSV) for review, backup, or use in another tool.
- Add an issued invoice or credit note manually when you need a single document outside file import.
For the CSV mapping procedure, follow Import issued invoices from CSV. If your file format is not supported, contact us. We can review whether it can be added.
Limits to keep in mind
- Invunion stores and matches issued-invoice data; it does not replace your invoicing or billing software.
- Received (supplier) invoices are a different document type and are outside the current customer-payment matching focus.
- Spreadsheet files and PDF files are not supported import paths for issued invoices in the current release.
- A repeated import file may create duplicates, so treat import as a controlled load rather than a free re-run.
Next step
Follow Import issued invoices from CSV for the import procedure, or Complete your first reconciliation once transactions and open documents are ready.
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