The documents a small business issues
Issue a tax invoice, a receipt, a combined invoice-receipt, a credit note and a proforma. Lines come from the services in the appointment, VAT is worked out for you, and the PDF can be emailed or sent on WhatsApp in one step.
Numbers run without gaps, and a document that has been issued cannot be quietly changed. You correct it with a credit note, as the rules require.
Built for the Israeli rules
The software is registered with the Israel Tax Authority, and the uniform-file export is produced from your documents. A seal and a QR code on every document let a reader check that it is unchanged.
- Tax invoice, receipt, invoice-receipt, credit note, proforma
- Expenses recorded in the same place as income
- Uniform-file export and a plain accountant spreadsheet
- Letterhead with your logo and business details
- Payments by cash, card, transfer, cheque and more, each recorded on the document
General information, not tax advice
Which document you must issue depends on your business type and on your accountant's guidance. Lumea gives you the tools; it does not replace your accountant.
Questions
Is this a replacement for my accountant?
No. It produces the documents and exports. Your accountant still decides what to file.
Which business types can issue which documents?
The options follow your business type, for example an exempt dealer is offered different documents than an authorised dealer. Set the type in your settings.
Can I issue a document from an appointment?
Yes. The client, services, prices and payment come from the visit, and you review before issuing.
What about businesses outside Israel?
Not yet. Documents for other countries are paused until their rules have been checked properly.
