Sending an eInvoice
eInvoice provides a quick and easy way to do business electronically. Tecta has activated the functionality, defined the initial settings and will now start using it. Below is an example of how to send an eInvoice.
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CASE SUMMARY
Sally Sales, Head of Wholesale at Tecta, informed the Finance and Accounting Department that had dispatched the order to the customer Datalab and created the invoice 22-3000-000003. As both companies operate electronically, Ashley Accountant, Head of Finance and Accounting at Tecta, will send the document to the customer in the form of an eInvoice. She does this as follows:
- Completing information on the document
- Exporting an eDocument
- Sending an eInvoice
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1. Completing information on the document
The person responsible checks and completes the information on the document to be sent as an eInvoice. For this purpose, the person responsible opens the document 22-3000-000003 by entering the document number in the toolbar search box and clicking the button Search, as shown in the image below.
- When the document opens, the person responsible completes/checks the order details in the field Order and adds the date in the field next to the field Order.
- The person responsible checks the record in the field Tran. type. In this case, the field value should be P1, as shown in the image below.
- The person responsible saves the changes by clicking the toolbar button
(Post edit).
2. Exporting an eDocument
When the document is ready to be sent, the person responsible exports it to Documentation in the eSlog 2.0 format.
- The person responsible clicks the toolbar button
(Import/export data).
- From the menu, the person responsible selects the option Export eDocument issue document.
- This opens the window Export document as eDocument, as shown in the image below.
In the window Export document as eDocument, you can see the document that the person responsible has prepared and will be sent to bizBox as an eInvoice in the next step.
3. Sending an eInvoice
All the documents that were prepared in Documentation can be sent to the bizBox platform at the same time.
- The person responsible does this by clicking the toolbar button (Import/export data) and
- selecting the option Pošlji v Bizbox - Naloži dokumente na ZZI Bizbox za 1002130 (Send to bizBox - Transfer documents to ZZI bizBox 1002130), as shown in the image below.
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IMPORTANT
Localized images for this page have not been generated yet and will be inserted at a later stage.
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