Pay by idir.ai

Documentation

Official guides to configure and use Pay by idir.ai.

Invoicing in Spain

This guide covers the practical framework most teams need when issuing invoices in Spain: what an invoice should include, how numbering should stay consistent, when an invoice stops being editable, and what should be checked before issuance.

What a business should define before issuing invoices

  • Complete issuer details and recipient details when applicable.
  • Issue date and sequential numbering within the chosen series.
  • Clear description of the transaction, taxable base, taxes, and total.
  • An internal rule to separate drafts from already issued invoices.

Numbering and series

  • Numbering should remain sequential and coherent with the selected series.
  • If several series exist, define the business rule for each one.
  • Changing numbering patterns without a clear rule usually creates reconciliation and control issues.

Draft versus issued invoice

  • A draft is the safest stage to review recipient data, line items, amounts, and taxes.
  • Once an invoice is issued or finalized, it should be treated as a historical record rather than an editable form.
  • If an error appears after issuance, the correct path is often not “edit in place” but reviewing whether a rectifying invoice is required.

What users expect from a platform

  • Pre-issuance checklists to catch missing tax IDs, dates, or tax choices.
  • Simple explanations of the fiscal choice being made.
  • Visible audit trails: who created, changed, downloaded, or sent the invoice.
  • Public documentation and exports that reduce support dependency.

This page is an operational guide. For specific obligations and edge cases, verify the regulation and the official tax authority documentation.

Official sources