Guides
Short, step-by-step guides for the tasks you do in Deline, each with real screenshots. Every guide is checked against the app before it is published.
Choose your country
Spain
20 guides for Spain.
See the guidesCyprus
20 guides for Cyprus.
See the guidesEvery country
15 guides that work the same everywhere.
See the guidesGetting started
- Set up your business in three stepsRight after you sign in for the first time, Deline asks for your business: what it is, where it is and how customers reach you. The country you…Every country · Everyday
- Create your Deline accountYour account is you: your name, your email and your password. Your business comes right after, in three short steps.Every country · Everyday
Invoices
Quotes
Customers
- Add a customerSave a customer once and pick them on every quote and invoice. Their name, address and tax number then print correctly every time.Every country · Everyday
- Download a customer statementA statement lists everything a customer was invoiced, paid and credited, and what they owe you today. Send it when a customer asks where they stand.Every country · Everyday
Payments
- Record a partial payment in a foreign currency on a EUR invoiceYour invoice is in euros, but the customer paid part of it in another currency, for example US dollars. Your bank converted the money, and fewer…Spain, Cyprus · Specific case
- Record a payment on an invoiceWhen your customer pays outside Deline, for example by bank transfer, record it on the invoice. The invoice turns Paid and drops off your list of…Every country · Everyday
Credit notes
Recurring invoices
Reminders
Purchases
- Record an expense claim with its receiptSomeone paid a business cost with their own money, for example train tickets to a trade fair. Record it as an expense claim with the receipt…Spain, Cyprus · Everyday
- Record that you paid a billYou paid a supplier from your bank or in cash. Record the payment on the bill so it leaves Bills to pay and your books show the money gone. Deline…Spain, Cyprus · Everyday
- Record a bill and attach the PDF or photoSome bills carry no Spanish IVA or Cyprus VAT, or come in another currency: an insurance premium, a bill from a supplier abroad. Record them with…Spain, Cyprus · Everyday
- Record a supplier billWhen a supplier sends you an invoice, record it in Bills. Deline posts the cost and the IVA you can deduct to your books, and the bill waits in…Spain, Cyprus · Everyday
Bank
- Fix a bank line recorded twiceThe same bank fee or payment was entered twice, for example once by hand and once from the statement. Your books now show more money out than the…Spain, Cyprus · Specific case
- Import a bank statement fileNo bank connection, or a month the connection missed? Download the statement from your online banking as a CSV (or Norma 43 in Spain) and import…Spain, Cyprus · Everyday
- Reconcile a bank line with an invoice paymentA customer paid an invoice into your bank. When the statement line arrives, Deline suggests the invoice it pays. Record the payment from the line,…Spain, Cyprus · Everyday
- Record a bank fee from your statementBank fees arrive without an invoice: they only show on the statement. Record them straight from the statement line; Deline posts the cost to your…Spain, Cyprus · Everyday
- Record a transfer between your own accountsMoney moved from your current account to your savings account (or to cash) is neither income nor a cost. Record the statement line as a transfer,…Spain, Cyprus · Everyday
Books
- Lock a month after you have checked itWhen a month is checked and its tax return is prepared, lock it. Nobody can then post into those dates by mistake, including entries that were…Spain, Cyprus · Everyday
- Post a manual journal entryMost entries post by themselves from invoices, bills and bank lines. For anything else, such as a loan from the owner or an adjustment your…Spain, Cyprus · Everyday
- Set up your books as a new businessA business that has never kept books has nothing to bring over: it starts with what it owns on its first day, often only the share capital paid…Spain, Cyprus · Everyday
- Bring your books over from another programMoving to Deline from a spreadsheet or another accounting program? Bring over the closing balances of your old books, the trial balance on the day…Spain, Cyprus · Everyday
- Close the year in your booksAfter 31 December, close the year: the income and expense accounts are brought to zero into 1290 Resultado del ejercicio (the regularización), so…Spain · Everyday
VAT and tax
- Invoice a business in another EU country from Cyprus (reverse charge and VIES)You are a VAT-registered Cyprus business and you sell services to a VAT-registered business in another EU country, for example Germany. You charge…Cyprus · Edge case
- Prepare your Cyprus VAT 4 returnDeline prepares your VAT 4 return for each quarter from your books: boxes 1 to 5 in euro and cents, boxes 6 to 11B in whole euro, checked against…Cyprus · Everyday
- Prepare your Modelo 303 IVA returnEvery quarter, Deline works out your Modelo 303 from your books, box by box: the IVA you charged on your invoices, the IVA you can deduct from…Spain · Everyday
Reports
- Export the aged receivables for your accountantThe aged receivables list every customer who owes you money, split by how late the money is: not yet due, 1–30 days, 31–60, 61–90 and over 90.…Spain, Cyprus · Everyday
- See your balance sheetThe balance sheet shows what the business owns (assets), what it owes (liabilities) and what belongs to its owners (equity) on one day. Assets…Spain, Cyprus · Everyday
- See your profit and lossThe profit and loss shows what the business earned and spent over a period, account by account, and the net profit. Download it for your…Spain, Cyprus · Everyday
Team and access
Settings
- Change the country where your business is taxedThe tax country decides your books currency, chart of accounts, taxes, reports and what your invoices must show. Chose the wrong country when you…Every country · Everyday
- Update your company detailsYour company name, address, email and tax details print on every new invoice. Keep them up to date in Settings. Invoices you already issued keep…Every country · Everyday
- Change how your invoices lookPut your logo and your colour on every invoice, quote and credit note, and choose the language they are printed in. The legal content (tax…Every country · Everyday
- Switch the language of DelineDeline speaks English, Spanish, Greek and Ukrainian. The language you choose is yours: each person in the business can use their own. The language…Every country · Everyday
- Check which tax returns you file and your VAT ratesThe IVA settings (VAT in Cyprus) show which returns usually apply to a business like yours and who prepares each one, and the rates and exemptions…Spain, Cyprus · Everyday