Getting paid

See how invoices are made, send them, and get paid with a bank QR code.

• When does an invoice appear?When you complete a job that has services, Gatavo makes an invoice draft. A work certificate is made at the same time. The number appears when you issue it, not when you only record cash.
• How do I send an invoice or download the PDF?Open Invoices. Click the row. Click Download PDF, Send via Email, or Mark as Sent.
• What does the client see on View online?The invoice email includes a View online link. The client opens a hosted page. They do not need a Gatavo login.
• How do I mark an invoice as paid later?Cash and the invoice number are separate. Record cash with Yes, Paid or Mark as collected. Issue the number with Send via Email or Mark as Sent. On an invoice that already has a number, use Mark as Paid.
• How do I undo a payment or write something off?Undo puts collected cash back to unpaid. Write off drops what you will not collect. Write-off does not add to Collected.
• How do I regenerate an invoice?Open the job. Fix the lines. Click Regenerate Invoice (draft) or Generate New Invoice (if the last one was already sent or paid).
• How do I send the work certificate?Open the invoice. Use the Work certificate block. Click Download PDF or Send via Email.
• How does the bank QR code work?Save a valid IBAN in Banking details. The invoice PDF then shows a QR code the client can scan in their bank app.
• How do VAT and invoice numbers work?Turn on VAT registered if you charge VAT. The invoice number appears when the invoice is issued — Send via Email, Mark as Sent, or auto-send — not when you only record cash.
• Who is the issuer on an invoice?On Traditional, the company is always the issuer. On Income split, the issuer is the agent the job is assigned to. You cannot pick the issuer on the invoice.