1. USER GUIDE

   1. Dashboard
   2. User details
   3. Switch between companies
   4. Change password

2. INVOICES

   1. Activate “Create invoice”
   2. Create invoice
   3. Credit invoice
   4. Invoices to manage
   5. - Select and change delivery method
   6. - Add attachment
   7. - Correct invoice
   8. Sent invoices
   9. Received invoices
   10. Copy an invoice

3. REGISTERS

   1. Customers
   2. Suppliers

4. SETTINGS

   1. Subscriptions
   2. General – Company info
   3. General – Contact info
   4. General – Reports
   5. General – User management
   6. Cancellation of the service
   7. Cancel the termination
   8. Accounts receivable – FTP settings
   9. Accounts receivable – Invoice settings
   10. Accounts receivable – Print settings
   11. Accounts payable – Reference management

5. SUPPLIER INVOICE BASIC

   1. Activate Supplier Invoice Basic in Inexchange
   2. When an invoice is received
   3. Your company is already registered in Peppol

6. INEXCHANGE STORE

   1. Change Customer Invoice Subscription

7. OTHER

   1. PDF upload
   2. Verify company details
   3. Signing process

To send an invoice, click on the tab Invoices to manage (1). In addition to managing already uploaded invoices, this is also where you upload new invoice files that you want to send.

To upload an invoice, you can drag a file inside the dashed box (2) and drop the file/files there or locate the invoice via browse (3).

Ongoing Conversion

Incorrect conversion: If the text Show ongoing conversions appears, one of the invoices could not be converted correctly. Click on Show ongoing conversions (5) to see what error message you received.

If you know what the error is, you can choose to remove the invoice/invoices by clicking on (1), Remove all or close the box. Click on the down arrow (2) to see more information.

If the error is something you can fix on your end, just resend the invoice once it is resolved.

If you do not know why the invoice did not fit the template or are missing a template for the document type, you can click on Contact Inexchange (3). This will create a troubleshooting case with our Service Desk, who will get back to you as soon as possible.

Invoice Error

If any invoice contains an error message, a box will open with a summary of the errors and the invoice number. You can download a file with error messages by clicking on Download log file (1).

To manage the errors, you can click on (2) or (3).

Manage Duplicates

An invoice marked as a duplicate is managed by clicking on Manage. You can then choose whether to keep or remove the duplicates.