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 and the reference check service, you will gain access to the Reference Management box. Here you can add and manage your company's references yourself.

Reference Check

Click on Add Reference to register references one by one. If you have multiple companies in your account, you must also select which organization the reference pertains to.

Do you want to add multiple references at once? Use Upload References to import an Excel file. Please note that uploading only works for the company you are logged into.

Under Error Message, you can write your own message that will be sent to the issuer via email if the invoice is rejected due to a reference error. If you manage multiple companies, you also need to specify which organization the message pertains to.

Note: The error message is not sent for invoices with reference errors that come via Peppol.

If no custom error message is entered, a preset general error message will be used.

You can also click on Report to download an Excel file with all references in the table. Only what is visible (e.g., filtered rows) will be included in the download.

Click on the three dots farthest to the right on a reference row to edit or delete the reference.

NOTE: A deleted reference cannot be restored. If you change your mind, you must add it again manually.

To see history regarding reference changes, click on the information icon. A right panel will then appear with all changes. If you want to see the history for a specific reference, click on that row.