# How to Issue an Invoice or Receipt in Wrapp

> A step-by-step guide to issuing a document in Wrapp: from choosing the document type and billing book to filling in line items and transmitting to myDATA.
>
> AI-friendly Markdown version. HTML version: https://wrapp.ai/en/resources/how-to-issue-an-invoice
> EL version: https://wrapp.ai/el/resources/pos-ekdido-parastatiko.md

To create a document in Wrapp, for example a services invoice, follow the steps below.

### Step 1: Open the new document form

From the menu at the top right, click the «+» button and then select the document type you want, for example «Services Invoice», as shown in the image below.

![Selecting a services invoice from the top-right menu](https://storage.crisp.chat/users/helpdesk/website/4a0e832c52787c/step1a_xcgejf.jpg)

Alternatively, if you are already in the `Documents` section, click the «New Document» button at the top right and select the document type you want.

![Selecting a services invoice via the New Document button](https://storage.crisp.chat/users/helpdesk/website/4a0e832c52787c/step1b_18gqfqb.png)

### Step 2: Fill in the document form

The page that opens shows the document form you need to fill in. Required fields are marked with an asterisk.

![The empty document form](https://storage.crisp.chat/users/helpdesk/website/4a0e832c52787c/step2_1bjymjz.png)

### Area 1: Book, series and date

- In «Book» you select the billing book. The series and number are filled in automatically based on the book you choose.
- The date is set automatically to the moment the document is issued.

### Area 2: Customer, payment method and branch

- In «Customer» you select the customer the document is for from the list of existing customers. If it is a new customer, you can add them by clicking «Add New Customer».
- In «Payment Method» you pick one of the available options.
- In «Branch», if the option is available and branches have been set up, you select the appropriate one.

### Area 3: Services and products

If the payment is in euros, ignore the currency and exchange-rate fields. Otherwise, select the appropriate currency from the list and fill in the exchange rate.

- In «Unit Value» you choose whether the amounts you enter are net (excluding VAT) or gross, meaning VAT included.
- In «Withholding» you select a withholding tax from the list, if one applies.
- In «Product / Service» you type the title of the service you are invoicing. If you have saved services or products, they appear as suggestions as you type.
- In «Quantity» you enter the number or quantity of services or products.
- In «Unit Price» you enter the price, either as a final amount with VAT included or as a net value with VAT added automatically, depending on your choice in «Unit Value».
- In «VAT» you select the rate that applies. If you select zero VAT, an extra field appears where you pick the exemption reason from the list.
- In «Description» you can optionally add a description for the product or service.
- In «Unit of Measurement» you select one of the available units.
- Clicking «Discount» lets you enter a discount as an «Amount» or as a «Percentage».
- In «Code» you enter the product or service code.
- In «Stamp Duty» you can optionally select a stamp duty.
- In «Deduction» you can optionally select a deduction.

To add more lines to the invoice, click the round blue «+» button below the first line of the document.

![Adding a new line to the document](https://storage.crisp.chat/users/helpdesk/website/4a0e832c52787c/step2c_1xdzqmg.png)

To delete a line, click the red bin icon on the right of each document line.

### Area 4: Payment information and notes

Here you can optionally add information about the payment or any notes about the document.

### Step 3: Issue or save as draft

Finally, click «Save Draft» to store the document as a draft, or click «Issue» to issue it and transmit it immediately to myDATA, the e-invoicing platform of AADE (the Greek tax authority).

## Frequently asked questions

### How do I issue an invoice in Wrapp?

Click the «+» button at the top right or «New Document» in the Documents section, pick the document type, fill in the billing book, customer and line items, and click «Issue». The document is transmitted automatically to myDATA, since Wrapp is an AADE-certified e-invoicing provider.

### Can I save a document as a draft before issuing it?

Yes. Instead of «Issue», click «Save Draft». Drafts are not transmitted to myDATA, and you can edit and issue them later.

### What do I fill in if the invoice has zero VAT?

When you select a 0% VAT rate on a line, an extra field appears where you pick the exemption reason from the list of Greek VAT Code articles. The exemption article is transmitted to myDATA together with the document.

### How do I add or remove line items on an invoice?

To add a line, click the round blue «+» button below the last line. To remove one, click the red bin icon on the right of that line.

Need help? Contact us: https://wrapp.ai/contact