Knowledge

The E-Invoice submodule in the Finance module enables you to manage electronic invoices effectively. This includes listing invoices, exporting data, filtering and searching, configuring e-invoice settings, and downloading e-invoice documents. Below is a detailed guide to help you navigate and utilize this submodule.

E-Invoice Listing Page

In Finance Module, click on E-invoice.

• View all electronic invoices in a table format.

• Columns include: 

• Code: Unique identifier for the invoice.

• Invoice Number: System-generated invoice number.

• Project: Associated project (if applicable).

• Client: Client details (e.g., name and company).

• Total: Total invoice amount.

• Paid/Unpaid Amount: Displays amounts paid and unpaid.

• Invoice Date: Date of the invoice.

• Status: Invoice payment status (e.g., Unpaid, Partially Paid).

• Action: Options to view or download the invoice.

Actions

• View Invoice: Click the edit icon to view and edit invoice details.

• Download E-Invoice: Click the e-invoice icon to download the electronic invoice.

Export E-Invoices

• Use the Export button to download the e-invoice data in .xls or .csv format for analysis and record-keeping.

Filter and Search

• Apply filters to refine the e-invoice list based on: 

• Project: Filter by associated projects.

• Status: Filter by invoice payment status (e.g., Unpaid, Paid).

• Use the search bar to locate specific invoices quickly by typing relevant keywords.

E-Invoice Settings

• Configure e-invoice settings by clicking the Settings button.

• Fields to complete include: 

• Electronic Address: Enter the e-address for the invoice.

• Electronic Address Scheme: Define the scheme used for the address.

• Company ID: Add your company identification number.

• Company ID Scheme: Specify the scheme for the company ID.

• Click Save to apply the changes.

Note

Ensure that your business address and country settings are correctly configured as these are linked to the e-invoice functionality.

Download E-Invoice

• Download an individual invoice directly from the listing page by clicking the E-Invoice button in the Actions column.

Best Practices

• Regularly update e-invoice settings to comply with regulatory requirements.

• Use the export feature to maintain records and perform reconciliations.

• Monitor the payment status of invoices to follow up on unpaid amounts promptly.

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