Storno and invoice delivery
How the client gets the invoice, how to resend it, what the JIR and ZKI are, how to retry fiscalisation and how to cancel an issued invoice with a storno.
Once an invoice is issued, Appointa sends it to the client as soon as it gets the JIR, and at any time you can see which way it went. Here you'll learn how delivery works, how to send an invoice again, where the fiscal data is, what to do with a rejected invoice or an invoice without a JIR, and how to correct a mistake with a storno.
How the client gets the invoice
As soon as the invoice gets a JIR, Appointa sends it to the client through one channel, in this order:
- A client who uses the Appointa app gets the push notification Your receipt is ready. They find the invoice in the app, under My receipts. See The Appointa app for clients.
- A client without the app (or whose notification didn't reach any of their devices) gets an email with the Open receipt button.
- A client without the app and without an email address isn't sent the invoice. An invoice without a buyer isn't sent either. Open it with the Open invoice button and show it to the client on screen.
A storno isn't sent to the client by notification or email. A client who uses the Appointa app still sees it under My receipts, together with a label saying the original invoice has been cancelled.
You can see how the invoice went out in two places.
In the Appointment detail panel, next to the Open invoice button, once delivery is done:
| Label | What it means |
|---|---|
| Sent to the app | The client got a notification in the Appointa app. |
| Sent by e-mail | The client got an email with the invoice. |
| Not sent | The client has neither the app nor an email address. Show them the invoice on screen. |
In the invoice details, in the Delivery to the client section:
| Text | What it means |
|---|---|
| “Sent to the app …” | Sent to the app, with the date and time. |
| “Sent by e-mail …” | Sent by email, with the date and time. |
| “Not sent — the client has neither the app nor an e-mail address.” | There's no channel to send it through. |
| “Not sent yet.” | The invoice is still awaiting the JIR or sending is in progress. |
Resending by email
If the client didn't get the email, or wants the invoice by email even though they have it in the app, send it again:
- Open the invoice: in the Invoices menu, click the invoice row, or open it from the client profile, in the Invoices section.
- Click Send again by e-mail.
“The invoice was sent by e-mail.” appears, and the delivery changes to “Sent by e-mail” with the new date.
The button is shown only for a fiscalised invoice that isn't a storno. An invoice can be sent again by the owner, managers and the employee who issued it. If the client has no email address, enter it on the client profile and send it again.
| Message | What it means |
|---|---|
| “The client has no e-mail address.” | Enter an email address on the client profile. An invoice without a buyer can't be sent. |
| “Only a fiscalised invoice can be sent.” | Wait for the JIR. A storno isn't sent. |
| “The invoice was sent several times recently. Try again in an hour.” | You can send the same invoice at most three times an hour. |
| “Managers, owners and the employee who issued the invoice can send it again.” | You don't have permission for that invoice. |
| “The e-mail wasn't sent. Try again.” | Sending failed. Try again. |
Fiscal data: JIR and ZKI
| Code | What it is | When it's created |
|---|---|---|
| ZKI | The issuer's protective code (zaštitni kod izdavatelja) | When the invoice is issued, using your FINA certificate. |
| JIR | The unique invoice identifier (jedinstveni identifikator računa) | Assigned by the Tax Administration when it receives the invoice. |
You see both in the invoice details, in the Fiscal data section. Until the JIR arrives, it says “The Tax Administration hasn't assigned the JIR yet.” If Codevo Fiskal isn't responding at that moment, it says “Fiskal isn't answering right now — the JIR and ZKI didn't load.”, and you load the data again by clicking Try again.
Rejected invoice or invoice without a JIR
When the Tax Administration rejects an invoice, or its JIR doesn't arrive even 24 hours after issuing, Appointa warns you:
- with a push notification in the Appointa Pro app, Invoice not fiscalised or Invoice still has no JIR. It goes to the owner, managers, the employee who issued the invoice and the appointment's employee. If the invoice is linked to an appointment, tapping it opens that appointment.
- with an email to the owner.
The reason for the rejection is shown in the invoice details, under Why it was rejected. The most common cause is the FINA certificate or business premises that aren't registered in ePorezna. Check them under Settings → Fiscalisation.
Once the cause is fixed:
- Open the invoice, in the Appointment detail panel or on the Invoices page.
- Click Retry fiscalisation.
“The invoice was sent to the Tax Administration again. Its status will update by itself.” appears, and the invoice goes back to the awaiting JIR status.
| Condition | Details |
|---|---|
| Which invoices | Only rejected and no JIR yet. |
| Who | The owner and managers, on the web and in the Appointa Pro app. |
| When | Only once fiscalisation setup is finished and the status is Ready. |
If the status has changed in the meantime, you'll see “Fiscalisation is retried only for rejected invoices and those whose JIR hasn't arrived 24 hours after issue. The invoice's status has changed meanwhile — refresh the view.” Refresh the page and check the new status.
Storno
An issued invoice can't be changed or deleted. You correct a mistake with a storno: a new invoice with negative amounts that refers to the original invoice. A storno is reported to the Tax Administration and can't be withdrawn.
A storno can be issued by the owner and managers, on the web and in the Appointa Pro app.
- Open the invoice, in the Appointment detail panel or on the Invoices page.
- Click Cancel invoice.
- In the Cancel invoice …? dialog, enter the Reason for the storno, at least 3 characters.
- Click Cancel invoice. Back leaves the invoice as it is.
“The invoice has been cancelled.” appears. The original invoice gets the cancelled status, and the storno appears as a separate row in the Invoices list. The storno has the same payment method as the original invoice. The client doesn't get a notification or an email about the storno, but sees it in the Appointa app under My receipts.
After a storno, the appointment can get an invoice again: Issue invoice reappears in the Appointment detail panel.
| Invoice status | Can it be cancelled with a storno? |
|---|---|
| awaiting JIR | Yes. |
| fiscalised | Yes. |
| no JIR yet | Yes. |
| rejected | No. Use Retry fiscalisation (“A rejected invoice can't be cancelled.”). |
| cancelled | No (“The invoice is already cancelled.”). |
| storno | No (“A storno can't be cancelled.”). |
Storno in the invoice list and details
- In the Invoices list, a storno has the Storno label next to its number.
- The details of a storno have the title Storno … and the text “This storno cancels an invoice.” with the Show the invoice link.
- The details of a cancelled invoice have the text “The invoice has been cancelled.” with the Show the storno link.
Frequently asked questions
Can an employee cancel an invoice?
No. Only the owner and managers can issue a storno. The employee tells them which invoice needs to be cancelled.
Does the client get a notification about the storno?
No. A storno isn't sent to the client by notification or email. If they use the Appointa app, they see the storno and the label saying the invoice has been cancelled under My receipts. If you issue them a new invoice, it arrives the usual way.
The client says they didn't get the invoice. What should I check?
Open the invoice and look at Delivery to the client. If it says “Sent by e-mail”, check the client's email address and, if needed, click Send again by e-mail. A client with a user account in Appointa gets the email at the address they sign in with, and other clients at the address on the client profile. If it says “Not sent”, the client has neither the app nor an email address. Show them the invoice with the Open invoice button.
Why don't I see the “Send again by e-mail” button?
The button is shown only for a fiscalised invoice, and never for a storno. If the invoice is awaiting the JIR, wait until it's fiscalised.
An employee also sees the button on an invoice they didn't issue themselves, but then can't send it. They see “Managers, owners and the employee who issued the invoice can send it again.”
Can I delete an invoice issued by mistake?
No. Issued invoices aren't deleted. A mistake is corrected with a storno and, if needed, a new invoice.