You can fill in an invoice for a business buyer in Slovakia directly in the portal — without an accounting system and without XML. The portal builds the e-invoice from it, checks it and delivers it over the Peppol network.
Who can issue invoices
Invoices are issued by the Admin and Operator roles. The Viewer role sees issued invoices but cannot create a new one. Only an Admin changes the invoicing profile and the number series.
Invoicing profile
Before the first invoice, fill in Settings → Invoicing profile. Its data is prefilled into every invoice:
- Supplier — company name, company ID (IČO), tax ID (DIČ), registered address and Peppol ID. These come from the company profile and are changed there, not in the invoicing profile.
- VAT status — VAT payer or not a VAT payer.
- Register entry — the text about your entry in the commercial or trade register, printed on the invoice.
- Payments — IBAN, SWIFT (BIC) and the default payment term (0 to 120 days).
- Issuer contact — name, e-mail and phone.
- Number series — one for invoices and one for credit notes.
While something is missing from the profile, the portal shows what to complete instead of the invoice form. You cannot issue an invoice without the register entry, IBAN, DIČ, Peppol ID, a complete registered address and the number series.
A VAT payer must show its VAT ID (IČ DPH) on the invoice. You do not enter it in the profile — it is taken from your organisation’s data, where we verify it in the VIES system. Until your organisation has a verified VAT ID, a VAT payer cannot issue an invoice. A non-VAT payer issues invoices without VAT and must have its company ID (IČO) filled in the company profile — on the invoice, the company ID is what identifies it.
The § 7a registration regime cannot be selected in the profile yet.
Number series
The number format is a mask: RRRR is the year, RR a two-digit year and
# the sequence number — the number of # characters sets the number of
digits. The default invoice format is RRRR###### (for example 2026000001),
the credit note format DRRRR#### (for example D20260001). Each series
starts again from 1 in a new year, so the mask must contain the year. Next to
each series you also see the number the next document will get.
A number is assigned only when the document is sent, not when the draft is created. A draft that is never sent uses up no number. The number of a sent document stays used even if the network later rejects the document.
A new invoice
The + New invoice button opens the form.
Buyer. Enter the company ID (IČO) and choose Search. The portal fills in the company name, DIČ, VAT ID and address from the lists of the Financial Administration of the Slovak Republic and from the Register of Legal Persons. If several entities share one company ID (organisational units), you choose the one you are invoicing. If the company is not found, you fill in the data manually. You do not need to know the buyer’s Peppol ID — without it, it is derived from the buyer’s DIČ.
Header. The delivery date is required. The payment term and IBAN are prefilled from the profile. The buyer reference and the order number are optional — if you fill in neither, the invoice number is used as the buyer reference when the invoice is sent (the Peppol network requires one of them). The invoice number, issue date and variable symbol are filled in when the invoice is sent.
Lines. Each line has a name, quantity, unit of measure (pcs, hr, day, month, kg, t, m, m², m³, l, km, set), a price excluding VAT and a VAT rate of 23 %, 19 % or 5 %. The rate is checked against the delivery date. You can give a discount in euros on a line, up to the line amount. A non-VAT payer does not choose a rate; the lines are without VAT.
Summary. The base, VAT per rate and the amount due are calculated by the server, not the browser, so the summary matches the invoice that is sent.
Save an unfinished invoice with Save draft. Drafts are listed in the Invoices section under the Issued in the portal view, where you can open them again.
Issue and send
The Issue and send button saves the draft and shows a confirmation: the buyer, the amount due, the expected number and the delivery channel. Only after you confirm does the portal:
- check the invoice against the rules of the Peppol network and the Financial Administration,
- assign it a number from the series and an issue date (the day it is sent),
- set the variable symbol to the invoice number,
- deliver it to the buyer over the Peppol network.
Sending consumes credit like any other sent invoice — see Credit and billing.
Check before sending. If the invoice fails the check, it is not sent and the portal shows the findings to fix. In that case no number is assigned or used up, and the draft stays saved.
Not enough credit. If sending is stopped by insufficient credit or a suspended subscription, top up and issue the invoice again — the number stays the same.
Buyer outside the Peppol network. If the buyer is not in the Peppol network, we cannot deliver the invoice yet, and the portal tells you so when you send it. Send it another way or ask the buyer to register. An invoice from a non-VAT payer will not be delivered outside Peppol later either, because it produces no report to the Financial Administration.
An issued invoice appears in the invoice list labelled Issued in the portal. You follow its status and delivery like any other invoice — see Invoices.
Issue similar
For an invoice issued in the portal, both its detail and the row menu offer Issue similar. It creates a new draft with the same buyer and lines — without the number, variable symbol and order number, with today as the delivery date and the payment term from the profile. The original invoice is not changed.
This action is not available for an invoice uploaded as XML or for a credit note.
Credit note
You correct a mistake in a sent invoice with a credit note. For an invoice issued in the portal, the detail and the row menu offer Issue credit note. It opens the credit note form with the lines, buyer and delivery date of the original invoice. Above the form you see which invoice the credit note is for and how much of it can still be credited.
- A full credit note reverses the whole invoice — the lines are the same and cannot be changed.
- A partial credit note corrects only part of it — adjust the quantities or prices of the lines you are correcting.
A credit note always goes to the same buyer as the original invoice and does not request payment. The reason for the correction is required. The credit note gets its number from the credit note series only when it is sent, just like an invoice.
Credit notes for one invoice together must not exceed its amount in any VAT rate. If they would, the portal does not send the credit note and no number is assigned. Cancelled and rejected credit notes do not count towards that amount.
A credit note cannot be issued for an invoice that has not been delivered (yet), for another credit note, for a received invoice or for an invoice uploaded as XML.
What the module does not do yet
- invoices to consumers (B2C),
- invoices to buyers abroad,
- reverse charge (for example construction work between VAT payers),
- the § 7a registration regime,
- delivering the invoice by e-mail,
- tracking payments.