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User guide Inexchange

Activate "Create invoice"

  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

How do I activate the Create Invoice button?

To use the Create Invoice feature, you first need to activate it in the service settings. Once the feature is enabled, the button will automatically appear in the left menu, allowing you to start creating invoices directly in the web interface.

What does it mean to activate Create Invoice?

When the feature is activated, a purple button named Create Invoice will appear in the left menu. This button allows you to manually create invoices directly in the web interface.

User uploaded image

Steps to activate Create Invoice

1. Open the service settings

  1. Go to Settings.
  2. Click Manage under Service Settings.
  3. Activate the Create Invoice feature by clicking the toggle button.

User uploaded image

Tips

  • You need the correct permissions to modify the service settings.
  • If the button does not appear immediately, refresh your browser.

Frequently asked questions about activating the Create Invoice button

1. Why don’t I see the Create Invoice button?

The feature is not activated. You must enable it under Settings → Service Settings.

2. Do I need administrator permissions?

Yes, you need the correct permissions to view and change invoicing settings.

3. Why is the button not visible after activation?

Try refreshing the page. In some cases, the browser needs to reload for the change to take effect.

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