Installation of InExchange Invoice Printer - Part 1

In this guide, we explain how to install InExchange Invoice Printer. We guide you step by step through the installation of the software, how to submit sample invoices, and how to review and then approve the import of these.

• Get started with Invoice Printer

  1. About InExchange Print Service (Premium)

     1. Get started with Invoice Printer
     2. Things to consider when printing PDFs to the invoice printer
     3. Order service

  2. Get started

     1. Installation of Invoice Printer
     2. Transfer sample invoices
     3. Common sample invoices
     4. What counts as an invoice template?
     5. Review and approve the invoices
     6. Can I install InExchange Invoice Printer on a server?

  3. Send invoices

     1. Start invoicing your customers via the invoice printer

  By using InExchange Invoice Printer (Premium) you simplify the management of your invoices. Choose the virtual invoice printer instead of your regular printer and transfer the files to InExchange. One of our three delivery methods; e-invoice, PDF or paper invoice is selected for each recipient. The invoices are then delivered quickly and easily.

  You no longer need to manually print, fold, and envelope your invoices or have different procedures for invoices with different delivery methods. The entire invoice flow can be sent via InExchange using the same print routine, and you reach all your customers through the same service.

  Getting started is easy:

  1. Install the invoice printer

  2. Transfer sample invoices to InExchange

  3. Review and approve the scanning of the sample invoices

  You can immediately start invoicing your customers via the invoice printer!

  Have you already approved your sample invoices?
  Then you are welcome to read more about how to work in the invoice printer and use it to its full potential in part 2 of this guide.

• Things to Consider When Printing PDFs to the Invoice Printer

  1. About InExchange Print Service (Premium)

     1. Get started with Invoice Printer
     2. Things to consider when printing PDFs to the invoice printer
     3. Order service

  2. Get started

     1. Installation of Invoice Printer
     2. Transfer sample invoices
     3. Common sample invoices
     4. What counts as an invoice template?
     5. Review and approve the invoices
     6. Can I install InExchange Invoice Printer on a server?

  3. Send invoices

     1. Start invoicing your customers via the invoice printer

  If you are using a business system where invoice prints go through a PDF reader, you may need to switch PDF readers so that we can correctly read all invoice information and convert it to e-invoice. This is especially true if you are using the built-in PDF reader in Google Chrome, where we have seen issues during the reading of invoices when using InExchange Invoice Printer.

  We recommend Foxit Reader as we have historically seen that the readability is good.

  How to Change PDF Reader - Deactivation and Installation

  The actions listed below require the user to be an administrator in Windows.

  Deactivate Google Chrome's built-in PDF reader

  Invoices lack readability when the built-in PDF reader in Google Chrome is used for printing invoices to the invoice printer. Therefore, the built-in PDF reader needs to be deactivated if you are using Chrome along with your business system. Follow the steps below to do this.

  1. Paste chrome://settings/content/pdfDocuments in the address bar in Chrome and go to the page.

  2. Enable the option to download PDF files instead of opening them in Chrome.
   

  

  Install the PDF reader Foxit Reader

  The free version of Foxit Reader can be downloaded here: https://www.foxitsoftware.com/downloads/

  Press the button Download for free and then select Foxit Reader (with orange icon).

  

  

  After installation, you only need to open your PDF document with Foxit Reader and print to InExchange Invoice Printer as usual.

  Note! 
  Have at least version 9.4.0.16811, but if you are using Foxit Reader, we recommend that you always have the latest version installed.

  

  Print Settings in Foxit Reader

  To ensure that the prints are readable in the Invoice Printer, make sure that "Print as image" is not checked. 

  Also ensure that "Scale" under print management is set to "None".  

  

  If we cannot correctly read all information from your invoices, we will notify you. We then recommend the above solution. If you know that you are using Google Chrome's built-in PDF reader, or for example Adobe Acrobat where similar problems can sometimes occur, we recommend that you follow the instructions above before sending your sample invoices.

• Order Service

  1. About InExchange Print Service (Premium)

     1. Get started with Invoice Printer
     2. Things to consider when printing PDFs to the invoice printer
     3. Order service

  2. Get started

     1. Installation of Invoice Printer
     2. Transfer sample invoices
     3. Common sample invoices
     4. What counts as an invoice template?
     5. Review and approve the invoices
     6. Can I install InExchange Invoice Printer on a server?

  3. Send invoices

     1. Start invoicing your customers via the invoice printer

  The service can be ordered through our self-service at InExchange Network or by contacting us.

  To order the service on InExchange Network, do the following:

  • If you do not yet have a user account, start by creating an account and then upgrade it via Upgrade > select InExchange Invoice Printer > click on Upgrade.

  

  If you have questions or to order the service, feel free to contact us at 0500-44 63 60 (phone option 1) or via our contact forms >>

• Installation Invoice Printer

  1. About InExchange Print Service (Premium)

     1. Get started with Invoice Printer
     2. Things to consider when printing PDFs to the invoice printer
     3. Order service

  2. Get started

     1. Installation of Invoice Printer
     2. Transfer sample invoices
     3. Common sample invoices
     4. What counts as an invoice template?
     5. Review and approve the invoices
     6. Can I install InExchange Invoice Printer on a server?

  3. Send invoices

     1. Start invoicing your customers via the invoice printer

  InExchange Invoice Printer is software that becomes a virtual printer on the computer where it is installed. The invoice printer should be installed on the same computer where the business system is installed.

  Installation of the Invoice Printer

  1. To install InExchange Invoice Printer, click here.
  Then log in with your user credentials and click the Download button on the download page.

  Can I install InExchange Invoice Printer on a server?

  2. Run the file and follow the instructions on the screen.

  You are now ready to send invoices by printing them to InExchange Invoice Printer. If this is your first time using the program, you need to transfer sample invoices via the invoice printer before you can start invoicing your customers. More about this in the next step.

  If you need to reinstall the invoice printer at a later time, for example due to a computer change, you will always have access to the installation file in InExchange Network.

• Transfer Sample Invoices

  1. About InExchange Print Service (Premium)

     1. Get started with Invoice Printer
     2. Things to consider when printing PDFs to the invoice printer
     3. Order service

  2. Get started

     1. Installation of Invoice Printer
     2. Transfer sample invoices
     3. Common sample invoices
     4. What counts as an invoice template?
     5. Review and approve the invoices
     6. Can I install InExchange Invoice Printer on a server?

  3. Send invoices

     1. Start invoicing your customers via the invoice printer

  To enable a conversion to e-invoice, we need to know where on the invoices the various information has been placed on your invoices. Templates are created so we can read all the information correctly. We therefore ask you to submit examples of what your invoices look like.

  Are you unsure what counts as an invoice template and what types of invoices you need to send examples of? 
  Here you can read more: Common Invoice Types and Information | Invoice Templates

  Follow these steps to submit your sample invoices:

  1. Start your business system and select the invoices you want to transfer to us as sample invoices. You can advantageously use old invoices.
  2. Select InExchange Invoice Printer when printing.
  3. Select Yes, transfer now in the box that appears on your screen.
  4. Log in and click the button Transfer Sample Invoices.
  5. Close the program.

  Your sample invoices will not be sent to the recipient.

  Things to consider when printing to the invoice printer >>

  Reading templates are then created according to the examples you have submitted to us. We will contact you when the templates are ready so that you can review them. After your approval, you can then start invoicing your customers directly via the invoice printer. Note that after you have approved the reading of your sample invoices, you will receive an error message if you transfer an invoice that we have not seen an example of in the testing phase. 

• Common Sample Invoices

  1. About InExchange Print Service (Premium)

     1. Get started with Invoice Printer
     2. Things to consider when printing PDFs to the invoice printer
     3. Order service

  2. Get started

     1. Installation of Invoice Printer
     2. Transfer sample invoices
     3. Common sample invoices
     4. What counts as an invoice template?
     5. Review and approve the invoices
     6. Can I install InExchange Invoice Printer on a server?

  3. Send invoices

     1. Start invoicing your customers via the invoice printer

  When you send sample invoices via InExchange Invoice Printer to us, it is good to include different types of examples so that we can directly create correct templates for reading various types of data and invoice types.

  It is important that you use original invoices and that your regular invoice template is used. The sample invoices will not be forwarded to the recipient.

  Common examples:

  • Invoice (one-sided and multi-sided)
  • Credit invoice (one-sided and multi-sided)
  • Invoice copy (ignored by InExchange)
  • Invoice with fees and discounts
  • Invoice with rounding
  • Invoice with different VAT rates
  • Reverse charge

  Foreign invoices with a different currency code (e.g., SEK, NOK, USD) or country code (e.g., SE, NO, US) should always have an invoice template with English text.

  You only need to submit examples of what is relevant and used by you.

• What is considered an invoice template?

  1. About InExchange Print Service (Premium)

     1. Get started with Invoice Printer
     2. Things to consider when printing PDFs to the invoice printer
     3. Order service

  2. Get started

     1. Installation of Invoice Printer
     2. Transfer sample invoices
     3. Common sample invoices
     4. What counts as an invoice template?
     5. Review and approve the invoices
     6. Can I install InExchange Invoice Printer on a server?

  3. Send invoices

     1. Start invoicing your customers via the invoice printer

  The reading of your invoice always begins with a check of the invoice's heading. With the help of the heading, we can determine whether the invoice should be translated into an electronic debit or credit invoice. 

  We therefore create a translation template per heading. If an invoice has the heading Invoice, a unique translation template is needed for this. Thus, domestic and foreign invoices need separate reading templates even if the layout is the same.

  Do you use more than one appearance for, for example, domestic debit invoices?
  See the example below where two Swedish debit invoices are presented. Here, a unique translation template needs to be created for each invoice as the invoice details are not located in the same places in both.

  

• Review and Approve Invoices

  1. About InExchange Print Service (Premium)

     1. Get started with Invoice Printer
     2. Things to consider when printing PDFs to the invoice printer
     3. Order service

  2. Get started

     1. Installation of Invoice Printer
     2. Transfer sample invoices
     3. Common sample invoices
     4. What counts as an invoice template?
     5. Review and approve the invoices
     6. Can I install InExchange Invoice Printer on a server?

  3. Send invoices

     1. Start invoicing your customers via the invoice printer

  Before you can start sending invoices to your customers via InExchange Invoice Printer, you need to verify that we have correctly read all information from your sample invoices.

  Follow these steps to review the reading of your sample invoices:

  1. You review and approve the sample invoices via the link below.
     To the review of sample invoices
  2. A list is now presented to you with the invoices that you have transferred to us. Go through the invoices in the list and check that all information has been read correctly. Click on the invoice number to the left to open the invoice in a new tab in your browser.

  Does everything look good?

  Then you can approve the reading by clicking Approve. All invoices that you send to us from this point will be processed and delivered to your customers.

  Do you have any questions or see something incorrect?

  Please compile the errors you find and contact us through your startup case you have with us.

  Please note that the layout in the browser does not represent the layout of the invoice when the recipient receives it. An e-invoice lacks its own graphic layout and therefore varies in appearance depending on who receives the invoice.

• Can I install InExchange Invoice Printer on a server?

  1. About InExchange Print Service (Premium)

     1. Get started with Invoice Printer
     2. Things to consider when printing PDFs to the invoice printer
     3. Order service

  2. Get started

     1. Installation of Invoice Printer
     2. Transfer sample invoices
     3. Common sample invoices
     4. What counts as an invoice template?
     5. Review and approve the invoices
     6. Can I install InExchange Invoice Printer on a server?

  3. Send invoices

     1. Start invoicing your customers via the invoice printer

  InExchange Invoice Printer is primarily intended to be installed on the local client where the business system is used. However, it can be installed on a server in cases where the business system is also actively running on the server; a rule of thumb is that the software should be installed where the business system is. Unfortunately, it is not possible to install the invoice printer as a shared printer on a server. Please send the information below to your IT department or responsible personnel.

  During installation

  The logged-in user must be an administrator during installation.

  During use

  The user of the program needs to have read and write permissions in one of the following folders:

  1. C:\Documents and settings\All users\Application Data\InExchange Factorum
     Applies to operating systems up to Windows XP/Windows Server 2003 R2
  2. C:\ProgramData\InExchange Factorum
     Applies to operating systems from Windows Vista and later

  Additionally, each logged-in user must have their own instance of the process xAgent.exe running. This should be solvable, for example, through the user's Startup folder. The process can be found at: 
  C:\Program Files\InExchange Factorum\InExchange Invoice Manager\Win32
  or in:
  C:\Program Files\InExchange\InExchange Invoice Printer\x64

  Communication

  xClient.exe needs to be able to connect to ws.inexchange.se on port 80 (http) and 443 (https).

  Testing

  Once the installation is complete, restart the computer and log in as the current user and
  print documents to InExchange Invoice Printer. Then follow the instructions displayed
  on the screen.

  If problems arise

  If you need assistance with the above, we will escalate the case to one of our technicians who will perform initial troubleshooting; please contact us by phone.

  
  MORE INFORMATION ABOUT THE INVOICE PRINTER CAN BE FOUND IN OUR GUIDES:
  Part 1 - Installation Guide | Part 2 - User Guide for the Invoice Printer

• Start Invoicing Your Customers via the Invoice Printer

  1. About InExchange Print Service (Premium)

     1. Get started with Invoice Printer
     2. Things to consider when printing PDFs to the invoice printer
     3. Order service

  2. Get started

     1. Installation of Invoice Printer
     2. Transfer sample invoices
     3. Common sample invoices
     4. What counts as an invoice template?
     5. Review and approve the invoices
     6. Can I install InExchange Invoice Printer on a server?

  3. Send invoices

     1. Start invoicing your customers via the invoice printer

  You have now completed the setup steps and can immediately start sending invoices to your customers via InExchange Invoice Printer.

  Sending invoices via the invoice printer is easy:

  1. Print the current invoices from your business system to the invoice printer.
  2. Click on Yes, transfer now in the application.
  3. Choose the delivery method and link e-invoice recipients to recipients in the network.
  4. Add any attachments and Send.

  More information on how to work in the invoice printer and use it to its full potential can be found in part 2 of this guide.