1. One-time authorisation
In Settings, on the "Israel Invoice" card, click "Connect to the Tax Authority". The button opens the Tax Authority site. Sign in there with your digital services details (ID number and permanent user code) and approve access. You return to the app automatically, and the business is connected. Nothing is typed by hand.
- After connecting, the card shows "connected and verified", with the business number, the connection date, the last use and the last error if there was one.
- Start and finish the connection in the same browser within 10 minutes. Otherwise a message appears and you click the connect button again.
- The Tax Authority asks to renew the authorisation every three months. A card "Tax Authority connection expired" then appears with a renew button. Renewal takes under a minute and needs your Tax Authority sign-in details.
- A limited company also stores the ID number of the person who requests allocations. For a sole authorised dealer the business number is the ID number.
- The connection can be removed and reconnected at any time.
- The tokens received from the Tax Authority are stored encrypted (AES-256-GCM) and refresh on their own before they expire.
2. When an allocation number is required
An allocation number is required on a tax invoice, tax invoice-receipt and credit note to a business customer with a VAT or company number, for 5,000 ILS or more before VAT (from 1 June 2026, per the Tax Authority notice of 24 May 2026). A private customer without a business number needs no number, at any amount.
- An osek patur (exempt dealer) never needs an allocation number, because it issues receipts. The "Israel Invoice" card is hidden for exempt businesses.
- A document imported from another system does not request a number here. If it got one in the previous system, type it in.
3. Request the number
When a document needs a number, the document page shows a card "Get an allocation number from the Tax Authority" after saving, with one button. The request takes a few seconds, and the number is saved on the document automatically. The document cannot be sent to the customer until the number arrives.
4. When the request fails
The app shows "we could not get the number" and the reason in Hebrew. Try again in a moment. If it repeats, get the number on the Tax Authority Israel Invoice site and type it on the document page, under "I already have an allocation number".
- Business number missing or wrong in the business details: the request is not sent, and the message points to Settings.
- Customer business number wrong: the message points to the customer card or the document.
- Business not connected, or the connection expired: the message points to reconnecting in Settings.
- The Tax Authority rejected the request: the message shows the rejection code and its explanation. Examples are a limited company without corporate registration in its Tax Authority personal area, or a file not allowed to issue invoices. These are settings in the dealer's tax file and cannot be fixed from the app.
5. Where the number prints
The number prints on the document on the line "Allocation number · Israel Invoice" (in Hebrew documents: "מספר הקצאה · חשבונית ישראל"). The document page shows "allocation number received", with the number and when it was saved. If the document was already sent, clearing the number needs confirmation, because it does not cancel the invoice. To correct an invoice, issue a credit note.
Software registry
Friendly Invoice is registered in the Israel Tax Authority software registry, certificate 285401, valid to 2028-09-30. The same number is written into every uniform structure (mivne achid) file the software produces.