Working with invoices
From your first document to payment: issuing, sending, recurring invoices and bulk operations.
Invoicing
Quickstart
Your first invoice in 5 minutes — verify your key, grab a series and a tax, create a contact, issue an invoice and send it. One copy-paste sequence against a fact_test_ key.
Work with documents
Sending documents
Send documents by email, verify sender identity and distinguish identity errors from delivery budgets.
Recurring invoices
Skip a cycle, create a recurrence from an invoice, configure auto-delivery, preview the next document and set per-line fiscal fields.
Recording payments
Register partial payments, read the running balance from the ledger, and revert a payment that came back — without ever issuing a corrective invoice you did not mean to.
Bulk operations
Partial-success contract for bulk endpoints — total, successful, failed and a per-row failures list.
Export and import
Export invoices to XLSX or CSV and import unified contacts with explicit roles, field mapping and a preview.
Customize your documents
Tags & custom fields
Classify documents with tags and attach typed custom_fields. Filter lists by tag. How they differ from metadata.
Account personalization
Set the invoice-emission language, PDF template and accent color of your account — and read them back from the Account resource.
Migration
Unified contacts
Migrate client and supplier integrations without losing fiscal identity or history.
Migrate from Holded
Holded → Factuarea resource mapping, naming, equivalent endpoints and Python script.