Rules for your country

The rest of these guides use the same buttons for every business. Jomioz follows the country on Settings → Company. Open that country here for the names and checks that differ. If your country is not listed, the shared guides are the whole path. The PDF title on a correction is Credit note.

When you are Registered to collect tax, invoices use VAT. The tax ID on the company is your VAT number. Prices include tax is set under Company → Tax.A correction is a credit note. The button on the invoice is still Create credit note.Late fees, payment plans, and write-offs follow the shared guides. A write-off closes the balance in Jomioz. It does not start a separate tax-recovery flow.Electronic invoicing under Connections appears only when that reporting is available for this workspace.

Signup asks for the region, because the tax differs. Mainland Spain and the Balearics use IVA. The Canary Islands use IGIC. Ceuta and Melilla use IPSI. The region is taken from the registered address. Override it only for Ceuta, Melilla, or the Basque Country. Fiscal invoices cannot be issued from Jomioz for an entity registered only in the Basque Country or Navarra.

Before the first invoice

Sending is blocked until the tax profile is confirmed. Open Settings → Company → Tax, or Confirm tax profile on the setup checklist.A business invoice needs the customer’s NIF or NIE. The warning is Customer tax ID required, and the button is Add NIF. The readiness row is Fiscal details verified.Subject to IRPF is for autónomos. Withholding applies on business-to-business service invoices. You enter the rate, often 15%, or 7% in the first years. On an invoice, IRPF withholding recommended can offer Enable IRPF. That is a suggestion. It does not choose a rate for you.Simplified invoice is the shorter format where local rules allow it, such as a smaller retail sale. Full invoice is the usual job invoice.

Credit notes and bad debt

Create credit note is the button. The PDF title is Factura rectificativa. The screen also calls this a corrective invoice.Corrective reason is required. The list is the statutory codes, such as taxable base, tax rate, recipient, and unpaid. Additional reason is optional text.Recover Spanish VAT… on a bad debt is separate from Internal write-off only. The write-off closes the balance in Jomioz and does not file a return. The recovery flow checks eligibility, asks for evidence, previews the amount, then registers a rectificativa and tracks delivery and Modelo 952. The steps on screen are eligibility facts, evidence, recovery preview, irreversible confirmation, provider registration, rectificative delivery, and Modelo 952. Jomioz decides whether the invoice qualifies. Evidence needs at least one file, including one labeled Collection claim. Each file must be 25 MB or smaller.

Plans, fees, and reporting

A payment plan is still one invoice. Verifactu registers that document, not a separate invoice per installment.Apply late fees automatically does not run on a Spanish fiscal invoice. Add that charge by hand if you need it.An estimate payment schedule must add up to the package payable, including tax, recargo, and IRPF when they apply.Settings → Time tracking → Quick setup includes Spain — registro laboral for a Spanish company. It turns on meal breaks, the worker time log, self-export CSV, submit confirmation, correction requests, the tax ID on the payroll export, an 8-hour daily threshold, and 4-year retention.Electronic invoicing is the Verifactu card under Connections. It needs a legal entity. Company tax is still required before an invoice can be sent, whether or not that card is active.

Estimates

Jobs and visits

Scheduling

Invoicing

Customers and settings

Settings

Rules for your country

Before the first invoice

Credit notes and bad debt

Plans, fees, and reporting

​Before the first invoice

​Credit notes and bad debt

​Plans, fees, and reporting

Before the first invoice

Credit notes and bad debt

Plans, fees, and reporting