Issuing an invoice

Issuing turns a draft folio into an official invoice: it is numbered, frozen, saved as a PDF, and recorded in the booking's documents.

Issue a single folio

1. On the draft card, confirm that the recipient and the charges are correct. (The Issue button stays disabled until the folio has a recipient and at least one line.)
2. Click Issue. A review dialog shows the recipient, who the folio covers, and the full line, tax, and total breakdown.
3. Confirm. The card turns green (Issued) and takes its official folio number as its title.

The issue-folio review dialog before confirming

Note: Issuing saves the card first, then numbers and freezes it in one step. If two people issue the same folio at once, only the first succeeds; the second is told the folio is already issued and no second number or PDF is created.

Issue the remainder

To bill everything still in the catch-all in one go:

1. On the catch-all card, click Issue remainder. (It is disabled while any draft has unsaved changes or while the red banner is showing — save or fix those first.)
2. In the dialog, keep or edit the name, choose the customers, and pick one recipient.
3. Confirm. Gurita creates a folio from the whole remainder, numbers it, and issues it.

You can do this whenever charges remain — issue one folio now, work the rest later, then Issue remainder to close everything left.

Folio statuses

Status	Meaning	What you can do
Draft (blue)	Being prepared.	Edit, save, delete, print a preview, issue.
Issued (green)	Official, numbered, frozen.	Download the PDF, add payments, void.
Void (grey)	A cancelled issued folio.	View only. Its charges return to the catch-all.

Invoice numbers

Numbers come from your company's invoice-number template (Settings, see Settings & Administration) — for example a year plus a running counter. Each issued folio draws its own number from the same series as classic booking invoices, so folios and ordinary invoices never collide. Numbers are unique and permanent: even a voided folio keeps its number, so the sequence stays gap-free for your records.

Cancelling and correcting (void)

Gurita has no separate credit-note document. To cancel an issued folio, click Void and enter a reason (required). Voiding:

1. Keeps the folio's number and its frozen snapshot for the audit trail.
2. Marks the card grey (Void) and shows the reason on it.
3. Returns its charges to the catch-all, so you can re-bill them on a corrected invoice.

To correct an issued invoice, void it, then issue a fresh one from the returned charges. The new invoice gets the next number; the void keeps the old one on record.

A voided folio card showing its kept number and void reason

Warning: You cannot cancel a booking (set it to Cancelled) while it still has issued folios. Void the folios first, then cancel the booking. The same applies to draft folios that are not yet issued — delete any drafts so no live folio remains, then cancel.

One invoicing method per booking (folios or a classic invoice)

A booking uses either folios or a classic single invoice generated from the whole booking — never both at once. In practice:

1. If the booking already has a stored classic invoice, Gurita blocks issuing folios on it and tells you an invoice already exists. Choose one method per booking.
2. Going the other way, if a booking already has folios and someone generates a classic invoice, Gurita warns you rather than blocking the action outright — but you should not mix the two, or the same charges could be billed on two documents.

Note: Decide up front. If you want per-recipient or partial invoices, use folios from the start and do not also run the booking's single-invoice print.

Who can access this. Issuing and voiding require the Folios issue permission; creating and editing drafts require the create/edit permissions.

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