Accountant Documentation

Invoicey supports exporting invoice data in multiple formats for integration with accounting software and ERP systems.

CSV export

Comma-separated values with columns: invoice_number, issue_date, due_date, client_name, client_email, client_address, currency, subtotal, vat_amount, total, status, and line_item details. UTF-8 encoding. Headers in first row.

JSON structure

Structured JSON with nested objects for invoice metadata, client, line_items (description, quantity, unit_price, amount, vat_rate, vat_amount), totals (subtotal, vat_total, total), and payment terms.

XML (planned)

XML schema for invoice data exchange. Planned for future release to support UBL and other standard formats for e-invoicing compliance in specific jurisdictions.

Pro and Pro+ plans include advanced exports. Contact support for custom format requirements.

Invoicey applies VAT (or TVA) based on the client's country, business status, and optional VAT number. Calculations follow EU VAT rules for B2B and B2C transactions.

Standard rate application

For taxable B2C sales, VAT = subtotal × (rate / 100). Rates are applied per client country from our EU VAT rate table (all 27 Member States + UK for reference). Reduced and zero rates may apply to specific goods/services depending on jurisdiction.

Reverse charge (B2B intra-EU)

When a valid EU VAT number is provided for a B2B client in another EU country, Invoicey applies reverse charge: VAT amount = 0, with a legal mention indicating the client self-assesses. The invoice shows 0% VAT and the appropriate reverse-charge wording.

Domestic and B2C

For domestic clients or B2C in any country, the applicable standard rate is used. France SIREN/SIRET and other local identifiers are supported where required.

Invoicey generates PDF invoices and quotes with standard legal mentions, VAT treatment, and payment terms. Understanding the scope helps accountants and clients integrate correctly.

What Invoicey generates

• Professional PDF invoices and quotes with customizable templates
• Mandatory legal mentions (seller details, client details, VAT treatment, payment terms)
• EU VAT-compliant formatting (reverse charge, exempt, standard rates)
• France SIREN/SIRET and SEPA payment references where applicable
• Multi-currency support (EUR, GBP, USD, CHF and 100+ others)
• CSV and Excel exports for bookkeeping

What Invoicey does not do

Invoicey does not replace government e-invoicing platforms (e.g. PDPs, Chorus Pro in France, or other mandatory B2G/B2B e-invoicing systems). It does not submit invoices to tax authorities. Users are responsible for any required government submissions in their jurisdiction. Invoicey focuses on creating compliant documents for client delivery and accounting records.

Invoicey maintains consistent numbering, timestamps, and document metadata for audit and reconciliation purposes.

Invoice numbering

Invoice numbers are sequential per company. Format is configurable (e.g. INV-2025-001). Each invoice has a unique identifier. Quotes use a separate sequence (e.g. QUO-2025-001). Converted quotes reference the original quote number for traceability.

Timestamps

Issue date and due date are stored and displayed on every document. Creation and last-edited timestamps are retained in the system. Exports include issue_date and due_date for reconciliation.

Version history

Pro and Pro+ plans retain edit history for invoices. Auditors can verify document creation and modification timing. Export logs are available for compliance reviews.