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User guide Inexchange

Select and Change Delivery Method

  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

You can send all your invoices via Inexchange, e-invoice, PDF, and paper invoice.

If the row (invoice) is highlighted in green, everything is in order and you can send the invoice with the existing settings. If you see this icon ikon_b_ttrelevs_tt.jpg next to the delivery method, there is a better delivery method available for the invoice recipient.

fakturoratthantera_2.jpg

Click on the icon ikon_bättrelevsätt.jpg and then change the delivery method in the next step.

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Columns can be added and removed via the icon  punkt_ikon_grey.png to the right of the column headers.

When you send the first invoice to a recipient, Paper is set as the default delivery method, but you can easily change the delivery method via the icon punkt_ikon.png on the current row > Change Delivery Method.

Good to know about the different delivery methods:

E-invoice

For e-invoice, a connection of the recipient to an e-invoice recipient in our network is required. The connection is created automatically in cases where we recognize your customer as an e-invoice recipient (based on the company name, organization number, or GLN). To change the customer's connection to the network, you can click on the icon punkt_ikon.png on the row and select Change Delivery Method > CHANGE RECIPIENT.

ändra mottagare_str.jpg

PDF invoice via email

If you want to send the invoice as a PDF, you select this by clicking on the icon punkt_ikon.png on the row > Change Delivery Method. Add the recipient's email address and save your changes.

läggtill_epostadress_str.jpg

Paper invoice

When you send your first invoice to a recipient, Paper is set as the delivery method by default. The address details are read from your original invoice. You can check the details and choose the delivery method by clicking on the icon punkt_ikon.png on the row > Change Delivery Method. 

ändra levsätt_papper.jpg


When you are done with the settings, you can send a single invoice by clicking SEND on the row. If you want to send multiple invoices at the same time, you can check the box at the top of the column on the left. Then press SEND at the bottom of the page.

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