Create invoices

1. Userguide for Inexchange Virtual printer (New web)

   1. About the virtual printer
   2. Transfer an invoice
   3. Dashboard
   4. User details
   5. Change between companies
2. Activate Create invoice
   1. Create invoice

3. Invoices

   1. Invoices to manage
      
      1. - Choose and change delivery method
      2. - Add attachment
      3. - Take action on invoices
   2. Sent invoices
   3. Recieved invoices

4. Register

   1. Customers
   2. Suppliers

5. Settings

   1. Subscriptions
   2. Generel - Company information
   3. Generel - Contact information
   4. Generel - Reports
   5. Generel - User management
   6. Accounts receivable - Invoice settings
   7. Accounts receivable - Print settings
   8. Accounts receivable - Service settings
   9. Accounts payable - Reference management

Sometimes you want to be able to create an invoice manually, which you can do here. In order for the purple box to appear and be visible in the left menu, you must first activate the function.

To create an invoice manually, click Create Invoice. You will see a view similar to the one below, where you need to fill in the fields manually.

Under Customer, you need to search for the recipient of the invoice, you can do this by entering the company name, organization number, customer number, VAT number or GLN of the recipient. When you enter any of these details, we first search in our network to check if we can find the customer as an e-invoice recipient. If they exist as e-invoice recipients, it then appears as a suggestion and you can click on the company to retrieve information directly.

You then need to complete with Customer number and any other information specifically on your customer card before it is created. Then press Continue.

The final step in creating a customer card is to confirm the delivery method. If the customer was identified an e-invoice recipient and the company appeared as a suggestion in the list, the e-invoice is automatically checked, and there is also a text "Connected to CUSTOMER NAME" There needs to be a connection in order for us to send e-invoices.

If you instead want to send PDF or paper for some reason, click on Add e-mail address or Add invoice address. 

Then press Save, and you have now created a new customer card.

You can then choose Edit customer if you wish to change recipients, update the customer card or change terms and delivery methods.

To proceed, you need to fill in whether the invoice should be sent as Debit or Credit, an invoice number, invoice date (Is preset to today's date and 30 day payment terms)

You also need to fill in any reference number (NOTE - must then be filled in under Your reference number) If you have a contact person or a name of the person who placed the order, fill in Your reference as well.

If you click on the text Show more, more boxes appear to fill in. None of the fields here are mandatory, as long as the customer does not have a reference check, then Your reference number must contain the correct reference.

Then continue to fill in the Article, Description, Quantity, Unit, Price, any Discount and VAT. Amount excl. VAT is then automatically calculated based on what you entered in the line.

If you wish to add more articles, you click on Add new row, and continue to add.

Also Sum and Total price will then be updated.

You also have the option of adding an Invoice Comment that is visible on the invoice, as well as adding an attachment.

If you need to pause and want to continue at a later time, you can click Save draft at the bottom of the page. The invoice is then placed under Invoices to manage and you can then retrieve it here by clicking on Edit.

When you have filled in the necessary information and you are ready to send, click Send invoice. You will get a box where you need to confirm that the invoice should be sent, you can also choose to cancel and go back.

When you click on Send, the invoice has been sent to the recipient, you can now find it under Sent invoices.

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