Recommended workflows

Recommended workflows

These workflows cover the most common day-to-day scenarios in the application.

Outbound invoice — B2C (cash)

Used for selling to individuals at a POS terminal, with mandatory fiscalization.

1. Outbound invoices → + — open a new form
2. Select premises and POS device
3. Customer field can be left empty (not required for B2C)
4. Business process: P5 — Cash payment
5. Payment method: Cash or Card
6. Add line items
7. Click Finalize invoice → fiscalization is triggered (JIR/ZKI assigned)

Outbound invoice — B2B (bank transfer)

Used for invoicing companies with a payment due date.

1. Outbound invoices → +
2. Select premises and POS device
3. Search for the company in the Customer field by name or OIB
4. Business process: P1 — Invoice per contract (most common)
5. Payment method: Bank transfer
6. Check due date (auto-calculated from customer payment terms)
7. Add line items with KPD codes
8. Finalize invoice → send via moj-eRačun if needed

Periodic invoice (subscriptions, leases, service contracts)

1. Business process: P2 — Periodic invoice
2. In the References section enter the contract reference number
3. Set delivery date (the period the invoice covers)
4. Otherwise identical to B2B bank transfer flow

Advance invoice

1. Business process: P4 — Advance payment
2. Line items do not require KPD codes (field is hidden for P4)
3. After final delivery create a final invoice and reference the advance

Corrective invoice (cancellation / correction)

If you need to correct or cancel a finalized/fiscalized invoice:

1. Outbound invoices → +
2. Business process: P10 — Corrective invoice
3. In the References section enter the original invoice number
4. Enter negative or corrected amounts
5. Finalize and fiscalize

Inbound invoice — receipt and approval

1. Inbound invoices → review the inbox (e-invoices arrive automatically)
2. Review the invoice details
3. Approve or reject the invoice
4. Approved invoices are recorded in payables

Recommended daily routine