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USER GUIDE
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INVOICES
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REGISTERS
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SETTINGS
- Subscriptions
- General – Company info
- General – Contact info
- General – Reports
- General – User management
- Cancellation of the service
- Cancel the termination
- Accounts receivable – FTP settings
- Accounts receivable – Invoice settings
- Accounts receivable – Print settings
- Accounts payable – Reference management
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SUPPLIER INVOICE BASIC
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INEXCHANGE STORE
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OTHER
On the Invoices to Manage page, you can find invoices that have been stopped, paper invoices that have been returned, and duplicate invoices. This means that invoices with errors that need to be addressed before they can be sent are displayed here.
Click on the row or on MANAGE to get information and resolve errors.
Columns can be added or removed using the icon to the right of the column headers.
By clicking on ADD FILTER, you can filter invoices based on delivery method, type of error, customer name, and customer number, among others.
Actions for different types of errors:
If Inexchange fails to deliver invoices to a specified email address, either because it does not exist or due to a technical error either on the recipient's side or with their email provider, there is an option to choose a different delivery method, another email address, or resend it to the same email address again. These three options are made available via MANAGE.
If the recipient requires the supplier to be approved before the first invoice can be delivered, the invoice will appear in the list with the reason text “Awaiting recipient approval” after the user has chosen to send it. At the same time, a request is sent to the recipient for approval. If the request is approved, the invoice is automatically sent, and if the supplier is rejected, the invoice receives the status “Invalid delivery method,” which can be read more about below. When the invoice is waiting for approval from the recipient, the user can change the delivery method to paper or PDF at any time.
If a recipient who requires prior approval rejects a request, the invoice will receive the reason text “Invalid delivery method” since e-invoice is the selected delivery method. Either the recipient needs to be contacted to clarify the situation, or another delivery method needs to be chosen by clicking on MANAGE.
If the recipient has rejected a request sent for an invoice, the invoice will be stopped with the reason “Rejected by the recipient.” In this case, there is an option to choose another delivery method by clicking on MANAGE.
If an invoice with the delivery method Paper has been returned for any reason, it will be listed with the reason “Stopped by print provider” in the invoice list. You can choose to update the address and resend the invoice on paper, choose to send the invoice via email, or as an e-invoice to recipients who can receive invoices in electronic format. Click on MANAGE.
Invoices can sometimes be stopped after they have been sent due to something going wrong in the processing. In these cases, a message will also indicate what went wrong. It is possible to change the delivery method on the invoice by clicking on MANAGE or contact support for more details on what the error is due to.
This error occurs if the account from which the invoice is sent does not have any e-invoice recipient linked, does not have an email address entered to receive invoices in PDF format, or if there is no print service available. To activate a print service, support needs to be contacted. To resolve the issue, you can also enter an email address or link an e-invoice recipient to the invoice.