In Worksible, invoicing and payment management is an organized process that allows you to keep a clear record of all your financial transactions.
By the way, if you have doubts about how invoicing works in Worksible, we leave you a mini video tutorial on the top right. Just click on “watch tutorial”.
Below, we explain how each section of this tool works.
1. Issued Invoices
In this section, you can view all the invoices you have issued to your clients. Each invoice entry includes the following information:
Invoice Number: The unique identification number for each issued invoice.
Client: The name of the client to whom the invoice was issued.
Date: The date the invoice was issued.
Order: The order number associated with the invoice.
Total: The total amount of the invoice.
Actions: Options to download, view, or copy the invoice link.
2. Received Invoices
In this section, you can manage all the invoices you have received for contracted services and Worksible fees. Here is a breakdown of the items you may find in this section:
Invoice Number: The unique identification number for each received invoice.
Issuer: The name of the invoice issuer, which in this case is Worksible.
Date: The date and time the invoice was received.
Order: The order number associated with the received invoice.
Total: The total amount of the invoice.
Actions: Options to manage the received invoice.
3. Taxes
The “Taxes” section allows you to manage and view the details of taxes related to your transactions. Below is a breakdown of each component in this section:
Payment No.: Unique identification number for each recorded payment.
Taxable Base: The base amount before taxes are applied.
VAT: The amount of Value Added Tax applied to the transaction.
IRPF: The amount of Personal Income Tax deducted.
Total: The total of the transaction after taxes have been applied.
4. Payments
The “Payments” section is essential for maintaining a clear and organized record of all payments you have received for your services. Here are the details of this section:
Payment No.: Unique number assigned to each recorded payment.
Order: Identification number of the order related to the payment.
Date: The date and time the payment was made.
Total: The total amount received for the payment.
Status: The status of the payment, which can be “Released” or other statuses depending on the payment process.
5. Billing Data
The “Billing Information” section at the top right is essential for correctly setting up your tax details and ensuring that all your transactions are processed efficiently and accurately.
Here are the key elements of this section:
DNI / NIF / CIF: Mandatory field where you must enter your tax identification number.
Company Name: Your name or your company’s name.
Country: Select your country of residence or the country where your company is registered.
Address: Full address including street, number, etc.
City: The city where you live or where your company is registered.
Postal Code: The postal code for your address.
IRPF: The withholding percentage for the Personal Income Tax (IRPF), if applicable.
Managing billing and payments on Worksible is easy and efficient. Make sure to keep your information up to date to ensure accurate transactions and tax compliance. Keep financial control at your fingertips.