User guide för InExchange Integrated services

1. User guide for InExchange Integrated services

1. Introduction
2. Log in

2. Settings

1. Account settings
2. Contact information
3. The company logo
4. Management of invoice references

3. Invoices

1. Sent and received invoices
2. Reports
3. Become an invoice receiver

4. Undelivered invoices

1. Handle invoices
2. Attachments

5. Registry

1. Handle your customer registry
2. Match your customer registry
3. Extend your network

6. Read more

1. FAQ
2. Value added services
3. Contact InExchange

Welcome to InExchange!

We hope you'll enjoy using InExchange Integrated services.

Through your login to InExchange Network you have access and can see your sent/received invoices, create reports and handle your undelivered invoices and account settings. We will in this guide describe how to fully use our functions to make your workday easier.

Previous Next

Path in InExchange network: Registry\Customers

Click on Create new customer

After clicking this you will enter the edit mode where you can add the customers information. It's essential that the customer number here matches the one you have registred in your ERP system. 

The information you need to put in is the following: 

Customer information

• Customer number
• Company name
• Organisation number

Invoice settings

This is where you can chose if the invoices should be sent as paper, PDF or e-invoice.

E-invoice

1. Chose E-invoice as the means of delivery.
2. Control if there is any connections InExchange Network for the company that you're going to bill. You can use the company name, organisation number(without any dashes) or the GLN number to search for this.
   
   
   

PDF-invoice through e-mail

1. Chose PDF as the means of delivery.
2. Add the e-mail address that you want to send the invoice to.
   
   

Paper

1. Chose paper as the means of delivery.