Skip to the sign-up
HelloTeam
Pre-registerHUMagyar
Pre-register

How do I invoice from a CRM in a way NAV accepts?

By having the CRM issue the invoice through invoicing software that does the NAV reporting. HelloTeam issues invoices through your Számlázz.hu or Billingo account, and they report them to NAV's Online Számla system.

Updated:

Setting up invoicing in HelloTeam

  1. Switch on the Invoicing module.
  2. In settings, enter your Számlázz.hu or Billingo account's access.
  3. Set your company defaults: VAT rate, payment terms.
  4. Create the invoice (or convert an accepted quote), then issue it.
  5. The issued invoice's PDF is kept in HelloTeam too.

What NAV-compliant invoicing means

Since 1 January 2021, as a rule, the data of every invoice issued in Hungary must be reported to NAV's Online Számla system; the invoicing software does the reporting. A CRM does not reimplement this but leaves it to established invoicing software.

  • The same invoice cannot be issued twice.
  • A draft is not issued as is; an issued invoice cannot be edited, only reversed.
  • A proforma is not an invoice, so it is not reported.
  • Without access details the system runs as a dry run, and says so.

This is general information; check the rules for your business with your accountant.

Which module?

Module: Invoicing (€7.90 / month).

Questions

Does HelloTeam report to NAV itself?

No: Számlázz.hu or Billingo reports from your own account, and the invoice is kept there too.

Do I need a separate invoicing subscription?

Yes, a Számlázz.hu or Billingo account is needed; they set their own fees.

Sources

This is general information, not legal or tax advice. The rules come from: NAV Online Számla (checked ); 2007. évi CXXVII. törvény az általános forgalmi adóról (Áfa tv.), Nemzeti Jogszabálytár (checked )