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User guide Inexchange

Sent Invoices

  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

The view for Sent and Received Invoices works the same way. Under Sent Invoices, all invoices sent by your or your companies will appear. You also have the option to generate a report, view details about the invoices, download them as PDF/XML, or resend an invoice you have already sent. 

If any of the companies you are a user for are part of a corporate structure, and you are logged into the parent company, all invoices from subsidiary companies will be displayed. Under Issuer, it states which company the invoice was sent from.

You can also search for specific invoice numbers, customer numbers, or similar directly in the search field.

Via the funnel 2023-11-15 16_50_10-Skickade fakturor – InExchange.png  at the top right, you can filter if you only want to see invoices for a specific company, if you only want to see invoices to a specific customer, a specific delivery method, invoices sent during a certain period, or if you only want to see debit or credit.

If you want to see more properties, you can click on the three small dots to the right of the header row. Here you can choose which columns you wish to see in the overview.

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Export

By clicking on Export, you can download an CSV or XML file of your sent invoices. You can choose to filter which invoices should be included in the report, for example, invoices that you have sent in the last month, to a specific customer, or you can generate a report of all invoices. 

The Export only includes what is displayed on the page at the time you click the Export button, so if you have filtered on something, the report will only export this.

If you mark invoices (up to 100), you can also download all of them as PDFs, which will be packaged in a ZIP file.

This is done using the Export function.

Invoice Details

If you click on an invoice row, a right panel will open where you can see invoice details, when it was sent, status (Sent or Delivered), and who created it. 

If you instead click on the three black dots at the bottom 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 choose Invoice Details, the invoice will open, and you will see the entire content of your sent invoice. Here you can also choose to Send a copy or via download the invoice as PDF or XML.

 

At the bottom of the Invoice Details section, you can view the invoice history.

 

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