Creating an invoice from a chat

When you've reached an agreement in a chat, the invoice is one step away: ask Ramon («Issue the invoice») or create a draft from the chat's documents tab. You don't need a separate invoicing program.

The draft: private and yours#

The draft copies the chat's order lines as they are at that moment, and prefills your fiscal details and the recipient's. It's private — only you see it — and you can edit it calmly:

• Add new lines or pick lines from the chat; amounts are copied, never silently synced.
• Each line carries its VAT rate (your company default; 21% if you haven't set one) and you can change it per line.
• The totals — base, VAT, IRPF and total — recalculate on every save.

If you ask Ramon, Ramon prepares and edits the draft for you — but only from what's in the chat and what you tell it. You can always review before issuing.

Issuing: number, date and lock#

On issue, the invoice gets the next sequential number of your series (no gaps), the issue date is stamped, and it is locked forever: nobody can edit or delete it. If something is wrong, you correct it with a corrective invoice — never by touching the issued one.

Issuing is irreversible, so Ramon never issues on its own: even when you asked Ramon for the invoice, issuing always asks for your explicit confirmation.

Who sees it#

Once issued, the chat's members can see it (read-only) and download the PDF. If your client doesn't use Ramon yet, the chat invitation gives them access — the invoice is waiting inside.