SWPanel

Invoices with RHA

Your invoices, under your brand and under control

Design the document with ten formats, your colors and your logo. Edit drafts right on the invoice, let SWPanel review it before validating it and send it with Veri*Factu, as a PDF and as an electronic invoice.

  • 10 invoice formats
  • Review before validating
  • Veri*Factu and electronic invoice
dev.swpanel.com › RHA › Preferences › Documents Real screenshot
RHA's ten invoice formats, with the Diagonal format selected
  • 10 Invoice formats with a preview of the real PDF
  • 6 Colors plus pattern, typeface and two logos
  • PDF and XML Of each invoice and by email from SWPanel
  • 236 RHA settings grouped by what you want to achieve

The document

Ten formats, your colors and your logo

In RHA's preferences, “Documents”. The preview is the real PDF and changes instantly; nothing is saved until you press “Save”.

dev.swpanel.com › RHA › RHA Preferences › Documents Real screenshot
Customizing RHA's invoice format: ten formats and the PDF preview
  1. Ten invoice formats.
  2. The one you use, marked.
  3. The preview is the real PDF, with your latest invoice.
  • Preview of an invoice with the 06 · Diagonal format
    06 · Diagonal: the one the test account uses.
  • Preview of an invoice with the 10 · Waves format
    10 · Waves: header and footer with waves in your color.
  • Preview of an invoice with the 02 · Side format
    02 · Side: your details in a side strip.
  • Preview of an invoice with the 05 · Terminal format
    05 · Terminal: receipt style, in monospaced type.
dev.swpanel.com › RHA › RHA Preferences › Documents Real screenshot
Colors, pattern and typeface of RHA's invoices, with the preview
  1. Six colors: header and footer, texts, highlighted sections and accent.
  2. Or the format's colors, with one click.
  3. Pattern of the colored area.
  4. Typeface: sans-serif, serif or monospaced.
  5. The preview changes instantly.
  6. What you're about to save, before saving it.
dev.swpanel.com › RHA › RHA Preferences › Documents Real screenshot
Header logo and watermark logo of RHA's invoices
  1. Header logo, up to 320 × 60 px.
  2. Watermark logo, diagonal and behind everything.
  3. Download the PDF or open it full size.
dev.swpanel.com › RHA › RHA Preferences Real screenshot
RHA preferences grouped: company, invoicing, balances, payments, sign-ups, fraud and documents
  1. 236 settings, grouped by what you want to achieve.
  2. Documents: colors and logos of your invoices.
  3. Invoicing: how they are numbered, signed and sent.
  4. Payments and gateways.

RHA's other documents use the same colors and logos as the invoices, and the RHA website uses the same logo.

On video

This is how you set up your invoice document

Put together with real SWPanel 2027 screenshots, in a test account. The formats were tried in the preview, without saving.

Invoices with RHA

The look of your invoices

From RHA's preferences to the PDF your customer receives: format, colors, typeface, logos, invoice types and numbering.

  1. You pick one of the ten formats
  2. You adjust colors, pattern, typeface and logos
  3. You define the series and the number format
  4. And you see the real PDF before saving
Invoices with RHA: the document 46 s

Numbering

Your series and your number format

Each invoice type has its own series and format. The series can't be changed afterwards: invoices are numbered per series.

dev.swpanel.com › RHA › Financial management › Invoice types Real screenshot
RHA invoice types with their number format
  1. Regular invoicing.
  2. Credit invoicing, for corrective invoices.
  3. Create an invoice type.
dev.swpanel.com › RHA › Invoice types › Edit Real screenshot
Numbering format of an invoice type with the code guide
  1. The number format, with your letters.
  2. What the next invoice will look like with that format.
  3. The code guide: year, month, day, hour and sequence.
  4. The API call to do it from your system.

Edit an invoice

Right on the invoice, with review before validating

The draft looks the way your customer will see it. You change the customer, lines, type, date and payment method, and SWPanel warns you about anything that doesn't add up.

dev.swpanel.com › RHA › Invoices › Editor Real screenshot
RHA invoice editor with a draft: customer, lines, type, date and payment method
  1. Draft: provisional number until it is validated.
  2. Change the customer.
  3. Invoice type and date.
  4. Lines with catalog search.
  5. Payment method.
  6. Save or validate.
dev.swpanel.com › RHA › Invoices › Editor › Items Real screenshot
Item catalog in RHA's invoice editor
  1. Search for an item by code or description.
  2. Click one and it is added as a new line.
dev.swpanel.com › RHA › Invoices › Editor › Review Real screenshot
Review before validating in RHA's invoice editor, with a date warning and a sticky note
  1. Before validating, SWPanel reviews the invoice.
  2. If the date is out of order, it tells you and you fix it with one click.
  3. Sticky note for your team; it doesn't appear on the invoice.
dev.swpanel.com › RHA › Invoices › Editor Real screenshot
Validated invoice in RHA's editor: it can no longer be changed
  1. Validated: final number.
  2. It no longer changes: it is corrected with a corrective invoice.
  3. The invoice's PDF.
  4. Send by email.
dev.swpanel.com › RHA › Invoices › Editor › Services Real screenshot
The customer's active services with their next renewal, in the invoice editor
  1. Each of the customer's services, with the lines of its next renewal.
  2. When it renews.

Manage

All your invoices, in one list

With their status, email sending and Veri*Factu. And, in tabs, the rest of your financial management.

dev.swpanel.com › RHA › Financial management › Manage invoices Real screenshot
List of RHA invoices with their status, email sending and Veri*Factu
  1. Create an invoice or export the list.
  2. Filters and search.
  3. Status and sending by email.
  4. Veri*Factu of each invoice.
  5. Taxes, types, contracts, balances, batches and accounts, in tabs.
dev.swpanel.com › RHA › Manage invoices › Actions Real screenshot
Actions of a validated invoice: edit, sticky note, PDF, history, send by email and downloads
  1. Edit the invoice.
  2. The history: everything that has been done with it.
  3. Send it by email.
  4. Download the PDF or the electronic invoice in XML.
dev.swpanel.com › RHA › Invoices › PDF Real screenshot
Preview of the PDF of an RHA invoice with the Diagonal format

Invoices

Drafts, pending payment and validated, with their sending and Veri*Factu.

Taxes

The ones you apply and to whom.

Invoice types

Series and numbering format, for credit invoices too.

Contracts

The contracts of your plans.

Balances

Each customer's balance and its movements.

Batches and accounts

SEPA direct-debit batches and your bank accounts.

On video

This is how you edit and manage an invoice

Put together with real SWPanel 2027 screenshots, in a test account. No invoice was validated, sent or deleted.

Invoices with RHA

Editing and managing an invoice

From draft to validated invoice: lines, catalog, review, services, PDF, sending and downloads.

  1. You edit the draft right on the invoice
  2. SWPanel reviews it before validating
  3. Once validated, it is corrected with a corrective invoice
  4. You send it and download PDF and XML
Invoices with RHA: edit and manage 54 s

Frequently asked questions

Invoices with RHA, without doubts

Yes. In the RHA preferences you choose one of the ten formats, six colors, the pattern, the typeface, the header logo and a watermark logo. The preview is the actual PDF, using your latest invoice.

Each invoice type has its own series and number format. You define it with letters for the year, month, day, hour and a sequential counter, and SWPanel shows you what the next one will look like.

While it's a draft, yes: customer, lines, type, date and payment method, directly on the invoice itself. Once validated it can no longer be changed: to correct it, a corrective invoice is issued.

Anything that doesn't add up before giving it its final number, such as a date earlier than the last validated invoice in the series. It tells you and offers to fix it with one click.

By email from SWPanel. You can also download the PDF and the electronic invoice in XML for every validated invoice.

Yes. The invoice list shows the Veri*Factu status of each invoice, alongside its status and its submission.

Yes. The RHA forms show the REST API call that does the same thing, with its JSON.

Invoice under your brand from the first month

Start with RHA: your plans, your payments and your invoices with Veri*Factu, in SWPanel.