Invoices

Open Invoices in the left navigation. The list shows every issued document — its fiscal number, type, status, total, the booking it came from, and the issue date — filterable by status and scoped to the active Test/Live mode. Each row has a one-click UBL download, and clicking through opens the frozen document.

Invoices are issued from a booking's document modal, not from this list. The flow turns a send-ready booking into an immutable document with a gapless fiscal number.

1. 1
   Open the booking document

   On the booking detail page, click View invoice document. A pre-check runs and shows the compliance status.
2. 2
   Resolve send-readiness

   If mandatory data is missing (a seller party, buyer details, a B2B routing endpoint), use Edit details to fill it. The Issue button stays disabled until the document is valid. See send-readiness.
3. 3
   Issue

   Click Issue invoice. TaxLens burns the next fiscal number for that issuer, freezes the EN 16931 projection, and the document becomes immutable. It's a 380 — a commercial invoice.

When a platform or OTA is the merchant of record, it can issue in the supplier's name as a self-billed document. In the booking's document modal, open Advanced and tick Self-billed (389) before issuing. Attach a host/supplier issuer in the invoice details first; otherwise the platform issuer is used. A 389 draws from its own fiscal counter and renders as a UBL Invoice.

For the full merchant-of-record picture, see Self-billing and Channels & merchant of record.

An issued invoice can't be edited — corrections go through a credit note, a 381 that reverses the original. You can issue one from either the booking's document modal or the invoice detail page.

1. 1
   Open the issued invoice

   From the invoices list, open the 380 (or 389) you need to reverse. A credit note can only be issued against an issued primary document that isn't already a credit note.
2. 2
   Issue credit note

   Click Issue credit note and confirm. TaxLens issues a 381 with its own fiscal number, links it to the original (BT-25 reference), and marks the original credited.
3. 3
   Download the reversal

   The new credit note is its own immutable document — download its UBL, which serializes as a PEPPOL CreditNote root, not an Invoice.

Opening any invoice shows its frozen document — the EN 16931 projection captured at issue time, with the compliance status and a summary. Two export actions are always available:

• Preview UBL — view the UBL 2.1 / PEPPOL BIS 3.0 XML in place.
• Download UBL — save the XML, named by the fiscal number. The issued document's UBL carries the real fiscal number as its ID (unlike a booking-level provisional document).

# The frozen UBL with the real fiscal number as cbc:ID
curl https://api.taxlens.getdynamiq.ai/v1/invoices/456/ubl \
  -H "X-API-Key: $API_KEY" -o INV-2026-000456.xml

An invoice's status badge tells you where it stands:

• Issued — a live fiscal record.
• Credited — reversed by a credit note.
• Cancelled — no longer constrains its booking.

For the lifecycle end to end — numbering, immutability, and how it all fits together — see The invoice lifecycle and Numbering & immutability.