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

If you have a recipient service via InExchange, you also have access to the view Received Invoices. The view for Sent and Received Invoices works in the same way. Under Received Invoices, all the invoices your or your companies have received will be listed, and you also have the option to generate a report, view the status and details of the invoices, or download them as PDF/XML.

Please note that the only delivery method displayed is E-invoice. Invoices you have received via email or mail will not be shown in InExchange.

Report

By clicking on Report, you can download an Excel file of your received invoices. You can choose to filter which invoices should be included in the report, for example, invoices that you have received in the last month, from a specific supplier, or you can generate a report on all invoices.  The report only includes what is displayed on the page at the time you click the Report button, so if you have filtered something, the report will only export that.

Invoice Statuses

Under status, there are four different terms that an invoice can be in. 

• Sent
  - The invoice has been sent by the issuer but has not yet been delivered to you as the recipient.
• Delivered
  - The invoice has been delivered to you.
• Rejected
  - The invoice is stopped due to validation errors.
  - The invoice is not sent to you but is displayed in InExchange.
  - If the issuer corrects the invoice and resends it, the status will automatically change to “Delivered”.
• Disputed
  - A status only for recipients who have activated that invoices with reference errors from Peppol should be disputed.
  - The invoice is not sent to you as the recipient but is displayed in InExchange.
  - The invoice does not go into “To Handle” and cannot be corrected without the issuer needing to send a new invoice.
  - The reason is displayed in a column and also in the right panel if you click on a specific invoice row. 

Invoice Details

If you click on an invoice row, a right panel will open where you can see invoice details, when it was delivered, and status.

If you instead click on the three black dots at the far right of a specific invoice row  , you will get several options. You can choose to view the entire invoice and its details via Invoice Details or download a PDF or XML version of the invoice.

If you select Invoice Details, the invoice will open, and you will see all the content of your received invoice. Here you can choose to view the history of the invoice or download the invoice. 

At the top right inside the Invoice Details view, you can click on the information button , and you will see all the history regarding the invoice.