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

Under Register and Customers, all your customer cards are located. The first time you send an invoice to a new customer, a customer card is automatically created in InExchange based on the information in the invoice you transferred. Each customer card is represented by a unique customer number.

Through the funnel  you can filter the information that is to be displayed. You can use the search field to find a specific customer or a customer number directly.

Create a customer card - Add new customer

You create your customer card by clicking on Add new customer (1) and filling in the information in the respective fields of the customer card. You can do this even before you send your first invoice to a customer to, for example, specify what delivery method the invoice should have. You can also create customer-specific invoice settings.

Expand my network - Find e-invoice recipients

Under Find e-invoice recipients, you can search for an organization to see if they can receive e-invoices. Here you can search for companies by customer name, organization number, or GLN. If a customer is found in the search, then they are an e-invoice recipient.

The customer can be added to your customer register by clicking on Add to Register, you will then need to create a customer number and after this, the customer card is created. We automatically fetch the customer information that exists for  the customer from our network.

I want to generate a report - Report

By clicking on Report a list of your customer register is generated. The list is downloaded to your computer as an Excel file and includes:

• Customer number
• Name
• Organization number
• VAT registration number/VAT
• GLN
• Delivery method

Information about customer - Click on customer row

By clicking on a customer row, additional info is displayed to the right in the browser.

In your customer register, you can see among other things the customer number, name, and delivery method. “Network connection” refers to whether the relevant customer number is linked to a company in the InExchange Network (see Delivery method).

Adjust customer card for existing customer - View

If you want to see more information or adjust settings or details on a customer card, click on View. A new window will then open where company information, delivery method, and customer-specific settings can be adjusted.

To edit the customer card, click on to the right of the current section.

In the section Customer Information, you can see the company details you have added to the customer card.

In the section Delivery Method, you can see which delivery method is selected for the current customer.

The available delivery methods are:

• E-invoice
• PDF
• Letter/Paper

To send an E-invoice, the customer card must be linked to the correct recipient in the field E-invoice recipient.

This is done by entering the recipient's organization number or GLN and then selecting the correct company.

NOTE! This field is mandatory to send an e-invoice as it is this connection that determines where the invoice goes.

In the section Customer-specific settings , you can choose whether you want to send the invoices manually or automatically for this particular customer. Changing these settings only affects this customer and overrides the general settings you can find under Settings - Send invoice.

Delete customer card - Remove

To delete the customer card, click on Remove.