Proforma Invoices vs Fiscal Tax Invoices Policy Print

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This page explains why your final fiscal tax invoice may have a different invoice number from the original proforma invoice you received.

Provider: JUCRA Digital SL

Last Updated: 15th May 2026

JUCRA Digital operates using a standard proforma invoice workflow commonly used by businesses operating under Spanish accounting and VAT (IVA) regulations.

This means clients will often receive:

  • A proforma invoice before payment
  • A separate official fiscal tax invoice after payment has been received and reconciled

The final fiscal invoice will usually have a different invoice number from the original proforma invoice.


1. What Is a Proforma Invoice?

A proforma invoice is a preliminary invoice requesting payment before a final fiscal invoice is generated.

Proforma invoices are commonly used:

  • Before payment is received
  • Before taxes are officially declared
  • Before fiscal invoice numbering is assigned

Important: A proforma invoice is not normally considered the final fiscal tax invoice for accounting and VAT purposes.


2. What Is a Fiscal Tax Invoice?

Once payment has been received and reconciled, JUCRA Digital generates an official fiscal tax invoice.

This fiscal invoice:

  • Enters the official accounting records
  • Forms part of VAT (IVA) declarations
  • Uses the official sequential invoice numbering system
  • Becomes part of the legal accounting ledger

The fiscal invoice is the legally recognised accounting document.


3. Why the Invoice Numbers Are Different

Proforma invoices and fiscal invoices use different numbering logic.

Example

JUCRA Digital sends you:

  • Proforma Invoice #100

You then pay that invoice.

Our accounting system then:

  • Marks the invoice as paid
  • Retrieves the next available fiscal invoice number
  • Generates the official tax invoice

If the next fiscal invoice number is:

  • Fiscal Invoice #49

Then the final official tax invoice you receive will be Invoice #49, not #100.


4. Invoice Sequence Requirements

Spanish accounting and tax regulations require fiscal invoices to remain in strict numerical sequence.

This helps maintain:

  • Clear accounting records
  • Consistent VAT reporting
  • Transparent audit trails
  • Proper tax inspection compliance

Gaps or irregularities in fiscal invoice numbering can trigger regulatory concerns during tax inspections.


5. Why We Use Proforma Invoices

JUCRA Digital uses proforma invoices because under Spanish VAT (IVA) regulations, generating a fiscal invoice can create immediate tax reporting obligations.

If businesses continuously generate fiscal invoices that remain unpaid:

  • The associated VAT may still become payable
  • The tax authority may still expect VAT declaration
  • The business may become liable for tax on unpaid invoices

Important: The Spanish tax office generally expects declared VAT amounts to be accounted for regardless of whether a customer has actually paid the invoice.

Using proforma invoices allows JUCRA Digital to generate official fiscal invoices only after payment has been received and taxes have effectively been collected.


6. VAT / IVA Obligations

As a Spanish registered company, JUCRA Digital is legally responsible for:

  • Collecting VAT (IVA)
  • Declaring VAT through quarterly returns
  • Maintaining accurate invoice sequences
  • Maintaining compliant accounting records

This accounting structure helps ensure:

  • Correct tax reporting
  • Reduced accounting risk
  • Consistent fiscal compliance

7. Bookkeeping & Reference Tracking

As a courtesy, JUCRA Digital may include references to the original proforma invoice number on the final fiscal invoice where possible.

This helps:

  • Bookkeepers
  • Accountants
  • Finance departments
  • Internal reconciliation processes

Link the proforma invoice with the final fiscal tax invoice more easily.


8. Important Notes

  • Proforma invoices are preliminary payment requests.
  • Fiscal invoices are official accounting and VAT documents.
  • Final invoice numbers may differ from proforma invoice numbers.
  • Fiscal invoices must remain in strict numerical sequence.
  • VAT obligations arise from official fiscal invoice generation.

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