User guide Inexchange

Here you get information about how the website and its various features work.

• Activate Supplier Invoice Basic in Inexchange

  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

  To continue receiving e-invoices directly in Inexchange, you need to activate Supplier Invoice Basic. This service means that supplier invoices are received and managed directly in the Inexchange portal.

  What Has Changed?

  The function to receive PDF invoices via email in the customer invoice service ended on April 30, 2026.

  To continue receiving e-invoices, we recommend that you activate Supplier Invoice Basic.

  What is Supplier Invoice Basic?

  Supplier Invoice Basic is a service that makes it possible to receive supplier invoices directly in Inexchange.

  An e-invoice is an electronic invoice sent and received in a structured digital format. It is not the same as a PDF invoice sent via email.

  With Supplier Invoice Basic you can:

  • Receive e-invoices directly in Inexchange.
  • Get better traceability and more secure delivery.
  • Receive invoices via Peppol and other e-invoice formats.
  • Prepare your company for upcoming requirements for electronic invoicing within the European Union (EU).

  Price for Supplier Invoice Basic

  Supplier Invoice Basic costs 99 SEK per month.

  The service is suitable for companies that want to continue receiving e-invoices in a simple and future-proof way.

  Important to Know

  Invoices are not received as PDFs via email when using Supplier Invoice Basic.

  Instead, invoices are received electronically and managed directly in the Inexchange portal.

  How to Activate Supplier Invoice Basic

  You activate the service by logging into Inexchange and subscribing via Inexchange Store.

  1. Log in to Inexchange.
  2. Go to the menu on the left.
  3. Click on Inexchange Store.
  4. Select the Supplier Invoice tab.
  5. Find the Basic option.
  6. Click Subscribe.
  7. Follow the remaining steps to complete the activation.

  Once activation is complete, you are ready to receive e-invoices in Inexchange.

  Frequently Asked Questions

  1. Can we still receive PDF invoices via email?

  Both Yes and No:
  The function to receive PDF invoices via email ended on April 30, 2026.

  However, you can still receive PDF invoices via email, but you need to inform your suppliers yourself which email address the invoices should be sent to.

  It is also important that you update your suppliers if the email address changes in the future, as this is no longer managed or updated automatically via Inexchange.

  2. How do we continue to receive e-invoices?

  You can continue to receive e-invoices by activating Supplier Invoice Basic in Inexchange Store.

  3. Where do we find Supplier Invoice Basic?

  Log in to Inexchange, go to Inexchange Store and select the Supplier Invoice tab. There you will find the Basic option.

  4. Are invoices sent as PDFs via email with Supplier Invoice Basic?

  No. With Supplier Invoice Basic, invoices are managed directly in the Inexchange portal.

  5. What does Supplier Invoice Basic cost?

  Supplier Invoice Basic costs 99 SEK per month.

  6. Can we receive invoices via Peppol?

  Yes. Supplier Invoice Basic makes it possible to receive invoices via Peppol and other e-invoice formats.

• Upgrade and Install the Invoice Printer for Inexchange's New Web Application

  Time to switch to our new smooth web application!
  
  Inexchange has developed a new web application with an accompanying invoice printer. The old web application and invoice printer will be phased out. By transitioning to the new web application, you will be provided with a more efficient and user-friendly environment including fewer manual steps and consolidated management of invoices and customer information.
  Please note that the service which previously allowed visibility on the network to receive PDF invoices (the ePDF service) will disappear in connection with the upgrade and transition to the new web application. Instead, you will have the opportunity to purchase our new service: Supplier Invoice Basic which replaces the current function. This means you will be one step closer to a fully digitized invoice flow as this service allows you to receive e-invoices directly via Peppol.
  
  Here is how the upgrade works:
  
  The procedure consists of two steps:
  
  1. Upgrade of the invoice printer
  2. Transition to the new web application for all users

  1. Upgrade of the Invoice Printer

  To be able to use InExchange's new web application together with the invoice printer, a new version must be installed on all computers or servers where the invoice printer is used. Performing these actions requires administrator rights on the computer/server; if these rights are missing, your system administrator needs to be contacted.

  Uninstallation

  1. First, the old invoice printer needs to be removed, which can be done by opening the computer's "Control Panel," often accessible via the Start menu

  2. Then open the management of installed programs, often called something like "Programs & Features," "Apps & Features," or "Add/Remove Programs."

  3. Find "InExchange Invoice Printer" in the list of programs and select "Uninstall"

  4. Follow the uninstallation wizard.

  Installation

  1. Download the new invoice printer (installation file is at the bottom of the page)

  2. Start the installation by double-clicking the downloaded installation file.

  3.  Follow the installation wizard

  NOTE! If the installation is done on a server, the installation must be done on the same part of the server where the business system is located, and the user creating the prints must have write permission for the following directory:

  C:\ProgramData\InExchange Factorum

  Additionally, each logged-in user must have their own instance of the process xAgent.exe running. This can easily be solved by copying or placing a shortcut to the process in each user's "Startup" folder. The process can be found in the following directory: 
  C:\Program Files\InExchange\InExchange Invoice Printer\x64
  Or in:
  C:\Program Files\InExchange\Printer

  2. Transition to the New Web Application

  After you have installed the new invoice printer, you need to log in to web.InExchange.se and complete your company's upgrade to the web application.
  
  To upgrade the company, click the button "More information / Start Upgrade"

  

  In the new window, you only need to click "Continue" if you have already completed the above step. 

  

  If the "Upgrade" button is gray after you have clicked "Continue" and you see "Manage invoices," it means your company has pending invoices that have not been handled. You then need to manage these remaining invoices as they will not be included in the upgrade. If the page is blank but you still see the "Manage invoices" button, you need to contact InExchange support and we will assist you.

  User Guide for the New Invoice Printer Web

• The Dashboard and How It Is Used

  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

  The Dashboard in Inexchange is your start page with a clear overview of invoices, statistics, and quick access to key functions. By using the clickable tiles and the menu on the left, you can quickly navigate to the right section and continue your work.

  

  What is the Dashboard in Inexchange?

  The Dashboard in Inexchange is an overview page that appears immediately after you log in. Many users search for the answer to the question: How does the Dashboard in Inexchange work? Each tile on the page provides a summary of your received invoices, sent invoices, and other key parts of the services you use.

  What do the information tiles show?

  Each tile displays a specific part of your invoices and registers. The tiles give you a quick snapshot of your current status.

  • Received invoices
  • Invoices to manage
  • Total received invoices YTD (Year To Date)
  • Sent invoices
  • Total sent invoices YTD

  You can click the purple text inside each tile to view more detailed information. All functions are also available through the menu on the left side.

  How to use the Dashboard

  1. Log in to Inexchange.
  2. Locate the tiles relevant to your invoices and registers.
  3. Click the purple text to open the selected function.
  4. Use the left menu if you want to go directly to a section.

  Tips

  • The Dashboard only shows content for active services.
  • If a tile is missing, the service may not be included in your subscription.
  • Use the left menu if you want to navigate faster.

• Managing User details

  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

  The user menu in Inexchange gives you quick access to your account settings. Here you can update your details, add a company, change the language, and log out. Password changes are done through Forgot password on the login page. By following the steps in this article, you can easily manage your settings.

  

  The user menu is located in the top right corner and gives you access to your personal settings.

  What can I do in the user menu?

  In the user menu you will find several options that help you update your information and customize your service.

  • View and update your user details
  • Add a company
  • Change language
  • Log out from Inexchange

  Each option is clearly marked in the menu and can be opened with a single click.

  How do I change my user settings on my account?

  1. Click User details in the top right corner of Inexchange.
  2. Here you can change your first and last name.
  3. Click save.

  How do I add another company to the same account?

  1. Click Add company.
  2. Select a subscription.
  3. Follow the steps.
  4. When all steps are completed, the company will be added.

  How do I change the language on the website?

  1. Click Change language.
  2. Choose a language.

  FAQ about User Settings

  Can I add multiple companies?

  Yes, you can do this through the Add company option.

  Does the language setting affect other users?

  No, the language setting only applies to your own login.

• Switching between companies

  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 switch companies by clicking the arrow icon next to the company name and selecting a new company from the list. This guide helps you quickly and easily navigate between the companies you have access to.

  What does switching companies mean?

  Switching companies means logging in to another company you have permission to access. Many users need to move between several organizations. This guide explains how to switch companies directly from the view where your current company is displayed.

  How to switch companies

  1. Go to the view where your current company is shown in the top left corner.
  2. Click the icon with the two arrows next to the company name.
  3. A new window opens showing all companies you have access to.
  4. Search for a specific company or scroll through the list.
  5. Click the company you want to log in to.

  

  

  What does the company list show?

  Under Current company you will see the company you are currently using, including organization number and customer number. All other companies you have access to appear under the list of available companies.

  Tips

  • Only companies you have permission for are shown.
  • Use the search field if the list is long.
  • If you cannot find a company, it may be due to missing permissions.

  FAQ about Switching between companies

  Why do I not see all companies?

  You only see the companies you have permission to access.

  Do I need to log out to switch companies?

  No, switching is done directly using the arrow icon.

• Change Password

  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

   

  How do I change my password?

  You change your password by going to the login page, clicking on Forgot Password, entering your email address, and following the link in the email to choose a new password. The process is simple and only requires that you have access to your email.

  Steps to change your password

  1. Go to the login page

  1. Open the login page manually or click here: Log in 

  2. Enter your email address

  1. Type in your email address.
  2. Click Continue.

  

  3. Initiate the password change

  1. Click Forgot Password.
  2. Click Send.

  

  4. Confirm the security check and choose recovery method

  1. Approve the security check (recaptcha).
  2. Select Reset Password to receive an email with a link to create a new password.
  3. Alternatively, you can choose One-time Login Link if you want to log in directly via a unique link.

  

  5. Open the email sent

  1. Go to your inbox.
  2. Look for an email with instructions for changing your password.
  3. Check your spam folder if the email does not appear.

  6. Create a new password

  1. Click the link in the email.
  2. Enter your new password.
  3. Confirm the password and complete the process.

  Tips

  • You must have access to your email to be able to change your password.
  • Check your spam folder if the email does not arrive.
  • Choose a strong password with multiple characters.

  FAQ About Password Reset

  1. Why can’t I change my password in the menu?

  Password changes must always be done through the Forgot Password link on the login page. It is not possible to change your password from the user menu.

  2. How long does it take for the email to arrive?

  The email usually arrives within a few minutes. The time may vary depending on your email provider. Make sure to also check your spam or junk folder if no email appears.

  3. Why am I not receiving any email?

  You must approve the recaptcha for the email to be sent. If the security check is not completed, no email will be delivered.

  If your email system blocks no-reply addresses, the email may also fail to arrive.

• Activate "Create invoice"

  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

  How do I activate the Create Invoice button?

  To use the Create Invoice feature, you first need to activate it in the service settings. Once the feature is enabled, the button will automatically appear in the left menu, allowing you to start creating invoices directly in the web interface.

  What does it mean to activate Create Invoice?

  When the feature is activated, a purple button named Create Invoice will appear in the left menu. This button allows you to manually create invoices directly in the web interface.

  

  Steps to activate Create Invoice

  1. Open the service settings

  1. Go to Settings.
  2. Click Manage under Service Settings.
  3. Activate the Create Invoice feature by clicking the toggle button.

  

  Tips

  • You need the correct permissions to modify the service settings.
  • If the button does not appear immediately, refresh your browser.

  Frequently asked questions about activating the Create Invoice button

  1. Why don’t I see the Create Invoice button?

  The feature is not activated. You must enable it under Settings → Service Settings.

  2. Do I need administrator permissions?

  Yes, you need the correct permissions to view and change invoicing settings.

  3. Why is the button not visible after activation?

  Try refreshing the page. In some cases, the browser needs to reload for the change to take effect.

• Create invoices

  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

  How do I create a manual invoice?

  This article explains the full process of creating a manual invoice. You will learn step by step how to select a customer, enter invoice details, add items, and send the invoice.

  To create a manual invoice, you must first activate the Create invoice feature in the menu. If the button is not visible, you can read more here: Activate Create Invoice.

  Step 1: Open invoice template

  Click Create invoice in the left menu. A form opens where you enter all required invoice information.

  

  Step 2: Select customer

  Search for the customer in the Customer field. You can search by:

  • Company name
  • Organization number
  • Customer number
  • VAT number
  • GLN number

  If the customer is connected as an e-invoice recipient, a suggestion appears. Select it to automatically fill in customer information. Complete the details if needed and click Continue.

  

  Step 3: Choose delivery method

  After selecting the customer, choose how the invoice will be delivered. If the customer is connected as an e-invoice recipient, e-invoice is chosen automatically, but you can change the delivery method.

  1. Check the customer's address details under Customer information.
  2. Open the tab Delivery method.
  3. Select whether the invoice should be sent as e-invoice, PDF or Paper.
  4. If you select PDF, click Add email address and enter the recipient's address.
  5. If you select Paper, click Add invoice address and enter the postal address.
  6. Finish by clicking Save.

  

  

  

  Step 4: Enter invoice information

  In the Invoice information section, enter:

  • Invoice type
  • Invoice number
  • Invoice date and due date
  • Reference number and order number if required

  Click Show more to display additional fields. Some customers require specific references – always ensure the information is correct.

  You can also edit the customer details directly on the invoice creation page by clicking Edit Customer. By clicking the purple text to the right of Delivery Method, you can also change the delivery options directly on the same page.

  

  Step 5: Add items

  Enter item number, description, quantity, unit, price, discount and VAT. Amounts and totals are calculated automatically. Click Add new row to add more items.

  

  Below the item rows, you will find several functions:

  • Add new row – creates a new empty item row where you can enter details.

    

  • Change VAT rate on all rows – opens a window where you can choose a VAT rate that will then be automatically updated on all rows.

    

  • Add discount – here you can add a discount that applies to the entire invoice. You can choose whether the discount should be specified as a percentage or as a fixed amount.

    

  • Add fee – adds an extra fee to the entire invoice, for example a handling fee.

    

  • Delete row – click the trash bin icon on the far right of the row to delete a specific item row.

    

  Step 6: Add comments and attachments

  Add a comment to provide extra information to the recipient. If you need to include documents, upload them under Attachments.

  

  Step 7: Preview the invoice

  Click Preview located on the same row as Send invoice to see how the invoice will appear to the recipient before sending.

  

  Step 8: Save or send the invoice

  Choose one of the following options:

  • Save draft – the invoice is saved and can be edited later.
  • Send invoice – the invoice is sent directly to the recipient.

  When sending the invoice, a confirmation window appears where you can review all details before approving the final send.

  

  Frequently asked questions about creating an invoice

  1. Why can't I find the customer?

  The customer may not be connected for e-invoicing or may have several registered names. Try searching by organization number or GLN number. You can also add the customer manually, see Customers

  2. Why can't I see the reference field?

  Click Show more under invoice information to display all available fields, including references.

  

  3. Where are my drafts saved?

  All drafts are saved under Invoices to manage in the left menu. There you can open, review and send invoices that have not yet been sent.

• Credit Invoice

  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

  How do I create a credit invoice?

  You can create a credit invoice in two ways: either by copying a previous invoice (the easiest way) or by creating a completely new one manually.

  Method 1: Via Sent Invoices (Recommended)

  The easiest way to credit is to start from the invoice you want to correct. All details will then be filled in automatically.

  1. Go to Sent Invoices in the menu.
  2. Find the invoice you want to credit.
  3. Click on the three dots farthest to the right on the row.
  4. Select Create Credit Invoice.
  5. Adjust the information if needed and click send.

  

  ---

  Method 2: Create Manually from Scratch

  If you want to create a credit invoice without starting from a previous order, follow these steps:

  Go to Create Invoice. Under the section Invoice Information, change the invoice type to Credit (also called credit note). Then fill in the other information (customer, items, etc.) as usual.

  

  Important: Enter Amount Correctly

  Regardless of which method you choose, a credit invoice must always have a positive total amount. The system identifies the invoice as a credit by the invoice type, not by a minus sign.

  ✅ Correct: Positive total amount

  

  ❌ Incorrect: Negative total amount

  

  Frequently Asked Questions about Creating Credit Invoices

  1. Why must the total amount on a credit invoice be positive?

  Most e-invoices are sent in the Svefaktura format, which requires that the final amount on both invoices and credit invoices is always positive.

  This means:

  • You cannot send an invoice with a negative total amount.
    If you do, we usually need to help you adjust the invoice so that it is sent correctly in a positive format.

  • Negative lines are allowed.
    You can enter a negative quantity on a line, as long as the unit price is positive. The system will then handle the line correctly even if the value is negative.

  • The total amount must always be positive.
    This applies to both debit invoices and credit invoices.

  If you need help or are unsure how to structure a credit invoice, you are always welcome to contact our support or chat with our AI bot.

  2. Why does the option Create Credit Invoice not appear in the menu?

  The function to create a credit invoice is only shown for invoices created in the new environment. Invoices created before the system migration lack technical support for copying, so the option cannot be shown in the menu.

  3. How can I credit an invoice that lacks the option in the menu?

  It is still possible to create a credit invoice, but the process must be done manually. Create a new invoice and select the invoice type Credit. Fill in customer details, items, and amounts just like a regular invoice.

  Steps to create a credit invoice manually

  1. Go to Create Invoice in the menu.
  2. Select the invoice type Credit in the invoice information section.
  3. Add items and adjust quantities and amounts as needed.
  4. Check that the total amount is correct and send the invoice.

• Invoices to Manage

  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

  How does the Manage Invoices page work?

  The Manage Invoices page shows all invoices that have been stopped, paused, or require an action before they can be sent. Here you can review invoices, correct errors, change the delivery method, add attachments, and choose which invoices you want to send.

  Page overview

  When you have transferred your invoices, they appear in the Manage Invoices list. Here you can see all invoices that require review. You can also:

  • Select or change delivery method (e-invoice, PDF or paper)
  • Correct incorrect references
  • Correct other required information
  • Send invoices individually or in bulk

  

  Statuses in Manage Invoices

  Each invoice receives a status that describes what needs to be done. Below are the most common statuses and what they mean.

  Status OK
  The invoice contains no errors and can be sent directly.

  • Click Send on the far right of the invoice row.

  Status Handle
  The invoice has been stopped and can be corrected directly in Inexchange.

  Click the Handle button to see the reason for the stop and fix the issues that need attention. When the error is corrected, the status automatically changes to Status OK.

  You can also see why the invoice was not delivered by clicking on the three dots on the far right of the invoice row. Select Invoice Details and then click the blue Info icon . Here you can view the full event history for the invoice.

  Status Resend Error
  The invoice cannot be corrected in the system and must be deleted and resent.

  Click the invoice row to open the right-hand panel where the cause is displayed.

  Status Duplicate
  This appears when two invoices have been uploaded with the same invoice number.

  Click Handle to choose which invoice to keep.

  Additional actions on an invoice row

  Click the three dots on the far right of an invoice row to:

  • Send the invoice directly
  • Add attachments
  • Change delivery method
  • Correct references
  • View detailed invoice information
  • Download the invoice as PDF or XML
  • Delete the invoice

  The right-hand panel

  When you click an invoice row, a panel opens on the right side where you can view more information.

  • View full invoice information
  • See which changes need to be made

  At the top right, you can search for invoices using an invoice number or a customer number.

  

  You can also click the filter icon to sort and filter the invoices.

  

  Frequently Asked Questions about Manage Invoices

  1. Why is my invoice listed here?

  Invoices appear here when information is missing, incorrect, or does not meet the recipient’s requirements.

  2. How do I find out what is wrong?

  Click Handle or open the invoice to see the messages in the right-hand panel.

  3. Can I delete several invoices at once?

  Yes. Select multiple invoice rows and click Delete at the bottom of the page.

  4. Can I change the delivery method directly on the page?

  Yes. Click the invoice row and choose Edit to change the delivery method.

  5. Can I delete an invoice?

  Yes. Click the three dots and select Delete. If the button does not appear, you can mark the invoice with the checkbox on the left and then click Delete at the bottom of the page.

• 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 next to the delivery method, there is a better delivery method available for the invoice recipient.

  

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

  

  Columns can be added and removed via the icon  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 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 on the row and select Change Delivery Method > CHANGE RECIPIENT.

  

  PDF invoice via email

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

  

  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 on the row > Change Delivery Method. 

  

  
  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.

• Add Attachment

  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 add attachments to your invoices after you have transferred the invoices.

  Here's how to manually add attachments:

  1. Transfer your invoices as usual and log in.
  2. Click on the row or on the icon on the current row and select Attachments. Add the attachments through the window that appears.
  3. Send the invoices as usual using the Send button.

  

  

• Correct Invoice

  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

  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:

  Incorrect email

  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.

  Awaiting recipient approval

  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.

  Invalid delivery method

  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.

  Rejected by the recipient

  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.

  Stopped by print provider

  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.

  Stopped by Inexchange

  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.

  Missing delivery method

  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. 

• Sent Invoices

  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

  The view for Sent and Received Invoices works the same way. Under Sent Invoices, all invoices sent by your or your companies will appear. You also have the option to generate a report, view details about the invoices, download them as PDF/XML, or resend an invoice you have already sent. 

  

  If any of the companies you are a user for are part of a corporate structure, and you are logged into the parent company, all invoices from subsidiary companies will be displayed. Under Issuer, it states which company the invoice was sent from.
  
  You can also search for specific invoice numbers, customer numbers, or similar directly in the search field.
  
  Via the funnel  at the top right, you can filter if you only want to see invoices for a specific company, if you only want to see invoices to a specific customer, a specific delivery method, invoices sent during a certain period, or if you only want to see debit or credit.
  
  If you want to see more properties, you can click on the three small dots to the right of the header row. Here you can choose which columns you wish to see in the overview.

  

  Report

  By clicking on Report, you can download an Excel file of your sent invoices. You can choose to filter which invoices should be included in the report, for example, invoices that you have sent in the last month, to a specific customer, or you can generate a report of all invoices. 

  The report only includes what is displayed on the page at the time you click the Report button, so if you have filtered on something, the report will only export this.

  Invoice Details

  If you click on an invoice row, a right panel will open where you can see invoice details, when it was sent, status (Sent or Delivered), and who created it. 

  If you instead click on the three black dots at the bottom right of a specific invoice row  , you will get several options. You can choose to view the entire invoice and its details via Invoice Details or download a PDF or XML version of the invoice. 

  If you choose Invoice Details, the invoice will open, and you will see the entire content of your sent invoice. Here you can also choose to Send a copy or via download the invoice as PDF or XML.

  

  At the top right inside the Invoice Details view, you can click on the information button , and you will see all history related to the invoice.

• Received Invoices

  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

  If you have a recipient service via InExchange, you also have access to the view Received Invoices. The view for Sent and Received Invoices works in the same way. Under Received Invoices, all the invoices your or your companies have received will be listed, and you also have the option to generate a report, view the status and details of the invoices, or download them as PDF/XML.
  
  Please note that the only delivery method displayed is E-invoice. Invoices you have received via email or mail will not be shown in InExchange.

  
   

  If any of the companies you are a user for are part of a group structure, and you are logged into the parent company, all invoices from the underlying companies will be displayed. Under Recipient, it indicates which company the invoice is sent to.
  
  You can also search for specific invoice numbers, suppliers, or similar directly in the search field.
  
  Via the funnel  at the top right, you can filter if you only want to see invoices for a specific company, if you only want to see invoices from a specific supplier, invoices received during a certain period, or if you only want to see debit or credit.
  
  If you wish to see more attributes, you can click on the three small dots to the right of the header row. Here you can choose which columns you wish to see in the overview.
  
   

  Report

  By clicking on Report, you can download an Excel file of your received invoices. You can choose to filter which invoices should be included in the report, for example, invoices that you have received in the last month, from a specific supplier, or you can generate a report on all invoices.  The report only includes what is displayed on the page at the time you click the Report button, so if you have filtered something, the report will only export that.

  Invoice Statuses

  Under status, there are four different terms that an invoice can be in. 

  • Sent
    - The invoice has been sent by the issuer but has not yet been delivered to you as the recipient.
  • Delivered
    - The invoice has been delivered to you.
  • Rejected
    - The invoice is stopped due to validation errors.
    - The invoice is not sent to you but is displayed in InExchange.
    - If the issuer corrects the invoice and resends it, the status will automatically change to “Delivered”.
  • Disputed
    - A status only for recipients who have activated that invoices with reference errors from Peppol should be disputed.
    - The invoice is not sent to you as the recipient but is displayed in InExchange.
    - The invoice does not go into “To Handle” and cannot be corrected without the issuer needing to send a new invoice.
    - The reason is displayed in a column and also in the right panel if you click on a specific invoice row. 

  Invoice Details

  If you click on an invoice row, a right panel will open where you can see invoice details, when it was delivered, and status.

  If you instead click on the three black dots at the far right of a specific invoice row  , you will get several options. You can choose to view the entire invoice and its details via Invoice Details or download a PDF or XML version of the invoice.

  If you select Invoice Details, the invoice will open, and you will see all the content of your received invoice. Here you can choose to view the history of the invoice or download the invoice. 

  

  At the top right inside the Invoice Details view, you can click on the information button , and you will see all the history regarding the invoice.

• Copy an Invoice

  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

  Here you will find information on how to copy a sent invoice. This function is used when you want to create a new invoice based on a previously sent invoice. The copy always receives a new invoice number because invoice numbers must be unique.

  What Does It Mean to Copy an Invoice?

  When you copy an invoice, a new invoice is created with the same details as the original. You can edit the content before sending it. This is useful when you need to create a similar invoice without starting from scratch.

  Steps to Copy an Invoice

  Follow the steps below to create a copy of a sent invoice.

  1. Go to Sent Invoices.

     

  2. Find the invoice you want to copy and click on the three dots to the right of the invoice.

     

  3. Select Create Copy.

     

     A new invoice is now created with the same details as the original. You can edit the information before the invoice is sent.

   

  FAQ About Copying an Invoice

  1. Why can't I copy an older invoice?

  If the invoice was created in the old environment before the migration, it cannot be copied. Only invoices created in the new environment support copying.

  2. Does the copy get the same invoice number as the original?

  No. The copy always receives a new invoice number because invoice numbers must be unique in the system.

• Customers

  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

  Under Register and Customers, all your customer cards are located. The first time you send an invoice to a new customer, a customer card is automatically created in InExchange based on the information in the invoice you transferred. Each customer card is represented by a unique customer number.

  

  Through the funnel  you can filter the information that is to be displayed. You can use the search field to find a specific customer or a customer number directly.

  Create a customer card - Add new customer

  You create your customer card by clicking on Add new customer (1) and filling in the information in the respective fields of the customer card. You can do this even before you send your first invoice to a customer to, for example, specify what delivery method the invoice should have. You can also create customer-specific invoice settings.

  Expand my network - Find e-invoice recipients

  Under Find e-invoice recipients, you can search for an organization to see if they can receive e-invoices. Here you can search for companies by customer name, organization number, or GLN. If a customer is found in the search, then they are an e-invoice recipient.

  

  The customer can be added to your customer register by clicking on Add to Register, you will then need to create a customer number and after this, the customer card is created. We automatically fetch the customer information that exists for  the customer from our network.

  

  I want to generate a report - Report

  By clicking on Report a list of your customer register is generated. The list is downloaded to your computer as an Excel file and includes:

  • Customer number
  • Name
  • Organization number
  • VAT registration number/VAT
  • GLN
  • Delivery method

  Information about customer - Click on customer row

  By clicking on a customer row, additional info is displayed to the right in the browser.

  In your customer register, you can see among other things the customer number, name, and delivery method. “Network connection” refers to whether the relevant customer number is linked to a company in the InExchange Network (see Delivery method).

  Adjust customer card for existing customer - View

  If you want to see more information or adjust settings or details on a customer card, click on View. A new window will then open where company information, delivery method, and customer-specific settings can be adjusted.

  

  

  To edit the customer card, click on to the right of the current section.

  In the section Customer Information, you can see the company details you have added to the customer card.

  In the section Delivery Method, you can see which delivery method is selected for the current customer.

  The available delivery methods are:

  • E-invoice
  • PDF
  • Letter/Paper

  To send an E-invoice, the customer card must be linked to the correct recipient in the field E-invoice recipient.

  This is done by entering the recipient's organization number or GLN and then selecting the correct company.

  NOTE! This field is mandatory to send an e-invoice as it is this connection that determines where the invoice goes.

  In the section Customer-specific settings , you can choose whether you want to send the invoices manually or automatically for this particular customer. Changing these settings only affects this customer and overrides the general settings you can find under Settings - Send invoice.

  Delete customer card - Remove

  To delete the customer card, click on Remove.

• Suppliers

  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

  If you have a recipient service via InExchange, you have a view of your supplier register. You will not be able to edit anything on the supplier cards, only get an overview and information about the suppliers, as the supplier card is created automatically based on the content from the invoice you received from each individual supplier. 

  

  You can choose to display more columns by clicking on the three dots at the far right of the header row and Change column visibility. 

  

  To filter the search, click on .

  By clicking on Report, a list of your supplier register is generated. The list is downloaded to your computer as an Excel file and contains:

  • Supplier name
  • Supplier number
  • Organization number
  • VAT registration number/VAT

  You can choose to see information about the supplier by clicking on the three dots to the right of a specific supplier row and View.

  

  If you have reference control enabled, it will be displayed on the supplier card in 'Supplier-specific settings'. There is an option to exempt suppliers from having invoices stopped if references are incorrect on the invoice. The supplier will then not be affected by the reference control.

  • Yes = Included in reference control
  • No = Exempt and not included in reference control.

  If you do NOT have reference control, the card 'Supplier-specific settings' will not be visible. 

• Subscriptions

  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

  Under Settings and Subscriptions you get an overview of the services you have with Inexchange. 

  Here you can also read more about the services we offer and manage your subscription yourself. Under billing information, you can also set how you want to receive your invoices from Inexchange.

  

  Change billing information in Inexchange

  Here you can update how you want to receive invoices from Inexchange.

  Step-by-step: how to fill in the billing information

  1. Select type of invoice
      

  • E-invoice
    The invoice is sent electronically.
    Recommended for fast and automated processing.

  • Paper invoice
    The invoice is sent by mail to your postal address.
    Please note that postal delivery may result in a longer delivery time.

  • Email – PDF
    The invoice is sent as a PDF attachment via email.
     

  2. Enter reference code (optional)
  In the Reference code field, you can enter an internal reference, for example:

  • Cost center

  • Project number

  • Purchaser reference

  The reference code appears on the invoice and facilitates internal handling.

  3. Save the changes
  Click Save to confirm and save your billing information.

  Important to know

  • The changes apply to future invoices.

  • If you are missing a service to receive invoices, you can purchase the service directly via Inexchange Store.

• Company Information

  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

  In the left menu at the bottom, you will find Settings. Here you can manage all settings for the account, your users, customer invoices, and supplier invoices.

  As a user, you may have permission to administer, read, or not see certain settings at all. 

  

  Under Company Information, you have the opportunity to view and manage certain details about your company, such as company name and address.

  

  

  

• Contact Information

  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

  Under Contact Information you can add, change, or remove contacts that Inexchange can send information to. To get more information about the different contact methods, hover your mouse over the question mark.

  To add an email address, click on the plus button and fill in the requested information in the contact box. To change an existing contact, click on the pencil, and to remove an existing contact, click on the trash can.

  

• Reports

  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

  In the Reports section, you as a user can choose whether you want to receive statistics and an overview of your sent/received invoices each month. The reports are sent to the email address you are logged in with.

  

  If you have a recipient service, you can also choose whether you want to receive a separate report containing statistics on received invoices sent to you daily, weekly, monthly, or not at all. 

• User Management

  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

  Under Settings at the bottom left of the main menu, you can manage various functions related to your account. By clicking Manage under User Management, you as a user can add new users and manage which users should have access to Inexchange. 

  

  To see the history of previous user administration, you can click on the information button farthest to the right.

  If you want to add a new user, click on Add User, and fill in the email address, first name, and last name. The email address will then be the user's login, and it is this email that is used to log in to Inexchange. If you have more than 2 users, the text "You have reached the limit of (2) free users" will appear. The service includes 2 users, and if you wish to add more, there is a cost of 49 SEK/month per additional user.

  

  You can also determine what type of permission the user should have for the different products. If you want the user to be a Super User, click on Make Super User, which means the user will have access to manage and change all functionality regarding the product. 

  • Reader – Access to only view information regarding the service. For example, can only see invoices but cannot manage them.
  • User – Access to use, but not change functionality regarding the service.
  • Admin – Access to manage and change functionality regarding the service.

  By clicking on the three small dots to the right of a user's row, a super user or admin can change an existing user's products or roles, or alternatively remove the user completely from Inexchange. 

  ---

  Manage Users in Corporate Structure

  In cases where you are a user for a company with associated subsidiaries, the permission for a new user is always set at the parent company. If the user is only to have permission for a subsidiary, they can be added directly to the subsidiary. If the user is to have access to more subsidiaries within the group, it needs to be edited from the parent company.

  If you are a user for a parent company, you will also have access to and can see all associated companies' sent and received invoices. The same applies to references if the company has them. 

  Add companies to existing users - Corporate Structure

  If you want to add more companies to a user afterwards, click on “Add User”. Enter the email address to which the companies should be added. If you check a company that the user already has access to, it will be ignored. The user will only be added to new companies and with the products and roles selected.

  If added to multiple companies, the email “Access to new organization” will be sent only once to the user. The email will have a list of all companies they have gained access to.

  Edit existing users - Corporate Structure

  If you want to remove a user from an entire group, this is done via the row where the user's email address is displayed, either by checking the checkbox on the same row or via the three dots farthest to the right on the same row. The user will then disappear from the entire group.

  If you wish to remove users from one or more companies but not all, this is done via the three dots farthest to the right on the specific company in the list.

  If you only want to change products and/or roles, click on the three dots to the right on the specific company in the list and select edit.

• Cancellation of the service

  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

  If you no longer wish to use a service, you can cancel it directly through your account. Below you will find the steps for how to terminate a service and what happens after the cancellation.

  How do I terminate my service?

  All your active services are listed under your account settings. There you can see which services you have and manage them individually.

  In the left menu, select Settings and then click My subscriptions.

  

  How to terminate a service

  Once you have found the correct service, you can start the termination directly from the list.

  1. Find the service you want to terminate under My subscriptions.
  2. Click Terminate the Service next to the relevant service.

  

  Confirmation and notice period

  When you click Terminate the Service, a confirmation box will appear. There you can see information about the notice period and what applies after termination.

  

  Once you confirm the termination, a three-month notice period will begin. The service remains active during the notice period and will then be terminated automatically.

  If you have a Free account, the notice period is seven days. After that, the account will be terminated automatically.

  Frequently asked questions about cancellation of the service

  1. Can I cancel a termination?

  Yes, you can cancel an ongoing termination yourself as long as the notice period has not ended. This is done directly via My subscriptions in your account.

  For a detailed walkthrough of the steps, see the guide Cancel the termination.

  2. Do I have access to the service during the notice period?

  Yes, the service works as usual throughout the entire notice period and is only terminated when the period ends.

• Cancel the termination

  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

  If you change your mind within the 3-month notice period and want to keep the service, you have the option to click on Settings, the box My services, and I have changed my mind.

  

  You will then need to confirm that you want to continue keeping the service by clicking on Cancel the termination of the service.

  

  After this, you will receive confirmation that the termination has been canceled and the service Supplier Invoice Basic will continue.

  

• FTP Settings

  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

  Under FTP Settings you will find information related to your FTP configuration. 

  

• Invoice Settings

  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

  Under Accounts Receivable and Invoice Settings , you as a user can choose how your invoices should be sent:

  

  

  Manual: Manual means that when you have sent the invoices from your system, they will appear in Invoices to Handle, regardless of status, for an extra check. You will then need to log in here and mark them again and press Send for them to go out.

  Automatic: All invoices that have the status OK are sent automatically. Invoices that are stopped for some reason and need to be handled will appear in invoices to handle.

• Print Settings

  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

  If you have the Print service, you can upload a logo under Print Settings that will appear on paper invoices. 

  

• Reference Management

  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

  If you have a recipient service via InExchange and the reference check service, you will gain access to the Reference Management box. Here you can add and manage your company's references yourself.

  Reference Check

  Click on Add Reference to register references one by one. If you have multiple companies in your account, you must also select which organization the reference pertains to.

  Do you want to add multiple references at once? Use Upload References to import an Excel file. Please note that uploading only works for the company you are logged into.

  

  Under Error Message, you can write your own message that will be sent to the issuer via email if the invoice is rejected due to a reference error. If you manage multiple companies, you also need to specify which organization the message pertains to.

  Note: The error message is not sent for invoices with reference errors that come via Peppol.

  

  If no custom error message is entered, a preset general error message will be used.

  You can also click on Report to download an Excel file with all references in the table. Only what is visible (e.g., filtered rows) will be included in the download.

  Click on the three dots farthest to the right on a reference row to edit or delete the reference.

  NOTE: A deleted reference cannot be restored. If you change your mind, you must add it again manually.

  To see history regarding reference changes, click on the information icon. A right panel will then appear with all changes. If you want to see the history for a specific reference, click on that row.

  

• When an invoice is received

  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

  Now you, as a customer of InExchange, have the opportunity to receive e-invoices directly via Peppol, without needing a business system. With the service Supplier Invoice Basic, invoices are managed directly in the portal. You will also receive a notification via email as soon as a new invoice is received.

  In the main menu in InExchange, the tab Received Invoices is displayed with the label New!. This means that you do not yet have the service, but it is available for purchase.

  By default, notifications are sent to the user who activated the service.

  You can adjust, add, or remove which email addresses should receive these notifications by going to: Settings → Contact Information → Received Invoices → Notifications.