Create Electronic Debtor Invoices

Use the Debtor invoices submodule to create electronic debtor invoices.

To use the Debtor Invoices submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To create an electronic debtor invoice:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company for which you want to create an electronic invoice.
3. In the left pane of the Finance & Administration screen, click Debtors > Debtor invoices.
4. Click the Electronic delivery tab.
5. Select the Choose check box of the invoice or invoices that you want to create an electronic invoice of and click Create e-invoice .
6. In the Electronic invoice dialog box, you can:
   • Click to download a copy of the electronic invoice. Click Yes to confirm and start the download.
   • Click Download as zip to download a copy of the electronic invoice in a zip.
   • Click Upload to server to upload a copy of the electronic invoice to the server.
7. Click Close.
8. In the confirmation dialog box, click Yes to set the electronic transfer status of the selected invoices to OK.