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 have a view of your supplier register. You will not be able to edit anything on the supplier cards, only get an overview and information about the suppliers, as the supplier card is created automatically based on the content from the invoice you received from each individual supplier. 

You can choose to display more columns by clicking on the three dots at the far right of the header row and Change column visibility. 

To filter the search, click on .

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

• Supplier name
• Supplier number
• Organization number
• VAT registration number/VAT

You can choose to see information about the supplier by clicking on the three dots to the right of a specific supplier row and View.

If you have reference control enabled, it will be displayed on the supplier card in 'Supplier-specific settings'. There is an option to exempt suppliers from having invoices stopped if references are incorrect on the invoice. The supplier will then not be affected by the reference control.

• Yes = Included in reference control
• No = Exempt and not included in reference control.

If you do NOT have reference control, the card 'Supplier-specific settings' will not be visible.