Issue an invoice

From quote to paid invoice: full cycle, VAT, currencies, and customization.

Nexte handles the full cycle: quote → invoice → reminder → payment → reconciliation → accounting export. Numbering is sequential and gap-free (legal requirement in France), per fiscal year, with a customizable prefix.

Create an invoice

Billing → `New invoice`.
Pick an existing client or create on the fly (name, email, address, tax ID/VAT if company).
Add line items: description, quantity, net unit price, applicable VAT rate, optional discount.
Set terms: issue date, due date (7, 14, 30, 60 days, or custom), accepted payment methods.
Optional: link the invoice to an existing project, add internal notes, custom terms.
Click `Issue`. PDF is generated, permanently numbered, emailed to the client with a Stripe payment link if enabled.

Quotes, purchase orders, credit notes

Beyond classic invoices, Nexte handles 3 other commercial documents, each with separate numbering and custom PDF.

Quote: non-binding proposal, electronically signable by the client. One click to convert to invoice once accepted.
Purchase order: for companies requiring a PO before invoice. Separately numbered (PO-2024-001).
Credit note: cancels all or part of an issued invoice. Mandatory (vs direct edit, which is forbidden). CN-2024-001 numbering is distinct.
Deposit invoice: to collect a deposit before delivery. Automatically referenced in the final invoice.

VAT handling

Nexte automatically applies French and European VAT rules based on the client type and location.

FR client: 20%, 10%, 5.5%, or 2.1% VAT depending on service nature. Configurable per line.
EU company client (with VAT number): reverse charge, 0% VAT, `Reverse charge — Article 196 Directive 2006/112/EC` mention auto-added.
EU individual client: French VAT applied (unless OSS threshold exceeded, see below).
Non-EU client: 0% VAT, `VAT-exempt — Article 259 B CGI` mention auto-added.
VAT exemption: your invoices show `VAT not applicable — Article 293 B CGI` if you're exempt.
OSS scheme: above €10,000 of B2C EU sales, Nexte automatically alerts and applies the client's country VAT.

Multi-currency

Issue invoices in 15 currencies (EUR, USD, GBP, CHF, CAD, JPY, AUD…). The exchange rate on issue date is automatically captured via the ECB API. The EUR equivalent appears at the bottom of the invoice for your accounting.

Customize the PDF

Settings → Billing → Template. Three base layouts (Classic, Minimal, Modern) + options: primary color on accents, logo position (top-left / top-right / centered), additional fields (client PO number, custom references), custom footer.

Once issued, an invoice can no longer be edited (French legal requirement). To fix, issue a credit note or cancel and recreate. Quotes, however, are editable until converted.

Accounting export

Billing → Menu (···) → Export. Formats: standard CSV, FEC (Fichier des Écritures Comptables — mandatory in France), Sage, QuickBooks, Xero. Filterable by period and client. Or enable Pennylane for continuous auto-export.