Create & send your first invoice

Your first invoice takes a little longer — you set up a client, learn the form. Every one after that is much faster. This guide walks you through the whole thing from blank screen to a sent, compliant invoice.

Open the invoice form

Find Invoices in the left sidebar and click New invoice. The form opens with today's date, a 30-day payment term, and the next number from your active series already filled in. You can change these, but the defaults work for most situations.

If you have more than one numbering series — for instance a separate one for project work and recurring services — you can choose which to use at the top of the form.

Add a client and line items

Start typing in the Client field. fakts searches your client book and can look up Latvian companies in the Enterprise Register if the client isn't in your book yet. Pick from the list or create a new client on the spot.

In the Line items section, add each service or product separately. Enter a description, quantity, unit price, and VAT rate. Totals are calculated automatically — fakts re-runs all invoice maths on the server before saving, so rounding errors can't slip through.

If you bill for the same services regularly, search your Items library to pull in a saved item complete with its price and VAT rate.

Pick the VAT rate

Each line item can carry its own VAT rate. Latvia has four standard rates: 21 % (standard), 12 % (reduced), 5 % (reduced — books, press, media), and 0 % (exports and intra-EU supplies). For the full breakdown, see "VAT tiers & reverse charge".

Most service invoices use 21 %. If you're unsure, ask your accountant — fakts doesn't decide the rate for you.

Save, send, and track

When everything looks right, click Save. The invoice is saved as a Draft so you can review and edit before sending. When you're ready, use the Send button — or download the PDF and email it yourself.

After sending, the status moves to Sent. When your client pays, mark the invoice as Paid — fakts records the date and amount, and it drops off the overdue list.

The invoice list shows all your documents with status, due date, and total at a glance. Overdue invoices are highlighted automatically so nothing slips past you.