Digital invoice — issue invoices online in Hebrew

A digital invoice is a tax invoice issued and sent online — digitally signed, produced in software registered with the Israeli Tax Authority, and delivered to the customer by email or WhatsApp. It differs from a "regular" invoice in three ways (a manual Word/PDF): first, it is issued from the accounting system in an unbroken number sequence, and above the threshold it receives an allocation number from the Tax Authority; second, there is a cryptographic digital signature that prevents forgery; third, the invoice is saved automatically in a database with backup, payment status, and a link to the customer. From 1.6.2026, a business customer who receives a tax invoice over ₪5,000 before VAT without an allocation number cannot deduct its VAT.

Recommended digital invoice software should meet four criteria: (1) registered with the Israeli Tax Authority with an automatic allocation number — BaseCRM is registered as software for managing a computerized accounting system (registration no.: 259701); (2) a full Hebrew interface and support in Hebrew; (3) integrated with a CRM (customers, leads, appointments) so you don't have to work in two systems in parallel; (4) a reasonable price for a small business. BaseCRM meets all four, and you can start free. Well-known alternatives: Morning (formerly Green Invoice) — invoices with allocation numbers and basic customer management, from ₪29/month before VAT; SUMIT — a free plan (up to 10 operations a month) with a CRM module, paid plans from ₪19 before VAT; EZcount — from ₪24/month before VAT, with basic customer management.

With BaseCRM, anyone who signs up by 31.10.2026 gets the first year free with every feature, no credit card. After that it is ₪29 a month, locked for the life of the subscription (instead of ₪99), for the whole business, not per user.

An authorized dealer issues a tax invoice (type 305) for a transaction subject to VAT, and must do so when the customer asks for one. The legal requirements include: the business name and address, the authorized-dealer number (or the company number for a company), the customer's details, an itemization of the goods/service, the gross amount, VAT stated separately (18% from 2025), a digital signature, and an allocation number on an invoice to a business customer over ₪5,000 before VAT (from 1.6.2026). BaseCRM fills in all the fields automatically according to the dealer status you set, calculates the correct VAT based on the invoice date, and signs digitally with an automatic allocation. An exempt dealer issues a transaction invoice (type 300) and a receipt (type 400) the same way, without VAT.

Yes, when it is required. A tax invoice above the threshold set by the Tax Authority requires an allocation number, and without it the customer cannot deduct the VAT. In BaseCRM the number is requested by itself at the moment of issuance, after a one-time connection of the business to the Tax Authority, and is printed on that same digital invoice. An invoice below the threshold, a transaction invoice or a receipt need no number and are issued exactly as before.

In BaseCRM, after you issue the digital invoice a "Send via WhatsApp" button appears — one tap opens WhatsApp with a ready message to the customer and a link to the invoice, where the customer can view, download or save it. The message includes the customer's name, the invoice number and the amount, and if the customer has a valid phone number on file, the recipient is filled in automatically.

Yes. BaseCRM lets you export all digital invoices in the formats Israeli accountants use — a file in the uniform structure (per the Tax Authority's specification), a combined PDF, or CSV files you can import into software such as Hashavshevet. You can set up an automatic monthly invoice report to your accountant, or invite the accountant to the account with view-only permissions. That way the accountant sees every invoice in real time without chasing you at the end of the month. All invoices are kept in the cloud, and an issued invoice cannot be deleted — it is cancelled with a credit note, as the Israeli Tax Authority requires.

Yes. Alongside the binding invoice in Hebrew (as required by law), you can issue an English copy with the same number, marked as a copy — after entering the business's name and address in English once, in settings. You can also issue the document in dollars or euros; the amounts are also recorded in shekels at the Bank of Israel's representative rate for the document's date, and a receipt recorded against it closes at that same rate.