Not all services are treated the same
Set the treatment on each line so it appears in both the document and the register. It should never be applied from habit or by copying an old invoice.
Health: a lot of documents and a lot of responsibility
You issue many small documents, some with different IGI treatment, and they sit alongside patient data. The software must be both orderly and discreet.
CustomerMútua AssistencialNRT L-704821-BActivityHealth and wellnessIncome account 705
| Description | IGI | Amount |
|---|---|---|
| Visits during the period | 4,5 % | 3.200,00 |
| Treatments and sessions | 4,5 % | 1.800,00 |
Taxable amount5.000,00
IGI 4,5 %225,00
Total5.225,00 €
Resulting journal entry
- 430Customers5.225,00
- 705Provision of services5.000,00
- 4750Output IGI225,00
Balanced
01
The same three headaches
Three things that waste your time or put you at risk.
Many documents, each for a small amount
A catalogue with default prices and accounts keeps every document consistent without making you rethink the setup each time.
Patient data cannot travel by email
Documents stay in private storage, you control access for your accounting firm, and every access is logged.
Best fit
The modules you will actually use
What matters here is that every document is consistent and that the audit trail shows who entered it.
- InvoicingInvoices and credit notes with IGI, numbering by series and immutable PDFs.
- TaxAn entity-specific calendar, IGI registers and figures prepared for Form 900.
- Quotes and pro forma invoicesCommercial documents with separate numbering and controlled conversion into invoices.
| Account | Debit | Credit |
|---|---|---|
| Customers430 | 1.254,00 | — |
| Service revenue705 | — | 1.200,00 |
| Output IGI · 4.5%4750 | — | 54,00 |
BalancedDebit 1.254,00 · Credit 1.254,00
Period
2026 · Q3Open
03
What you will use every month
You don't have to use everything from day one. These are the modules that carry the bulk of the work in this activity.
Set it up with your own numbers.
Configure the service catalogue once, then measure how long the next monthly billing run takes.