Everything you need to know to start invoicing with Moloni ON. Check the mandatory requirements and features for creating customers, products, sets and tax documents. ##### Customers Creation You don't need to fill in everything, just the name, code, and country. With these three details, the customer becomes active in seconds. In Moloni ON, when you create a product, you can Verify VIES. This tool is crucial to ensure there are no errors in applying VAT to international transactions. Yes. In Moloni ON, you can configure the financial and tax components (such as specific exemptions or tax rates). Yes. In Moloni ON, you can register secondary locations, which is ideal for customers who have warehouses or offices distinct from their registered office. ##### Issuing Invoices For an invoice to be valid and ready for issuance, you must fill in: - Issue date; - Document sets; - Customer; - Products. Yes. In Moloni ON, while filling in the data, you can choose to save a draft. The document will be listed but will have no fiscal value or definitive serial number until you issue it. Yes. In Moloni ON, you can add the due date and associate a specific salesperson with the transaction. Yes. In Moloni ON, you can link other documents that originate or complement the invoice you are issuing. Yes. In Moloni ON, if needed, you can specify loading and unloading locations or other logistical details. ##### Products Creation For a product to be successfully registered, you must fill in: - Category; - Reference; - Description; - Type; - Price excluding VAT. When creating an item in Moloni ON, you can define its type. **Products** usually allow for stock control (ins and outs), while **Services** are intangible items (such as consultancy hours) that do not require warehouse management. Yes. In Moloni ON, you can add additional tax lines if your activity or the type of product requires it. Yes. In Moloni ON, you can upload a visual file of the product. This makes it easier to identify the item during document issuance or stock management. Yes. If you use different price lists (e.g., Wholesale vs. Retail), you can configure those specific values. Yes. As soon as it is saved, the product is added to the list and can be selected when issuing any invoice or sales document. ##### Creating Document Sets Yes. You must indicate the **Start date** of use for each selected document, ensuring the correct chronology of your invoicing. The sets can be created, but you won't be able to issue fiscally relevant documents. This code is what ensures legal communication with the Tax Authority. Yes. Many users prefer to create a specific sets (e.g., "EST 2024") that is only selected for the **Estimate** document type. This allows the numbering of quotes to be independent of invoice numbering. By selecting a sets as the default for certain document types, Moloni ON will automatically select that sets whenever you create new documents, avoiding manual selection errors.

Need help?

Search by category

Moloni ON FAQ