Why Submit Sales Invoices to e-Invoice
Submitting sales invoices to e-Invoice ensures compliance with regulatory requirements, improves record accuracy, and simplifies tax reporting. It streamlines the invoicing process, reduces errors, and allows for efficient tracking of purchase transactions.
Learn How To
Firstly, ensure that you have enabled the e-invoice integration
1. Click on your profile picture and select Settings
2. Click on Integration
3. Click on E-Invoice Integrations
(If you don't see this, meaning your account has not enabled the e-Invoice feature. Please ask customer service for assistance)
4. Click on E-invoice Platforms
5. Click view to select one of the platforms for e-Invoice submission
(If you are unable to click the View button for MyInvois or Peppol, please click the other "View" button first to disable it)
6. Fill in all the required field
7. Check Enable
8. Click on Confirm
Secondly, set a default e-invoice submission
9. Click on Back
10. Click on E-Invoice Settings
11. Click on Sales Invoice
12. Enable this option to automatically submit sales invoices to E-Invoice when created. (optional)
(Once the e-Invoice status becomes Valid, you will no longer be able to edit its details, such as customer information, product details, invoice date, and invoice number)
Thirdly, make sure you have set e-invoice details and basic details for your customer
13. Click on Sales and select Customer
14. Click on the customer to whom you want to send an e-invoice.
(If you don't have an existing customer, you may refer to: How to create a Customer in Biztory)
15. Click on Details
16. You will see customer e-invoice details
17. Phone number and email are required when submitting a document to e-invoice
18. Address, state, and country are required too
-select-Products/Services-
19. Click on Edit
(If you have set e-invoice and basic details for your customer, you may jump to step 29 )
20. Enable Set e-invoice details for this customer
21. Select an Identification Type
22. Enter Identification No.
23. Enter Tax Identification No.
(If your customer doesn't have TIN, you can select General Public or Foreign Buyer)
24. Click on 3 dots
25. Click on Edit
26. Select a State
27. Select a Country
28. Click on Save
Fourthly, make sure you have a classification for your item
29. Click on Products/Services and select Products/Services
30. Click on an item
(If you don't have an existing item, you may refer to How to Create a Product )
31. You can see the item classification here
32. Click on Edit
(If your item has been set a classification, you may jump to step 35 )
33. Select a Classification
34. Click on Save
Now, create a sales invoice
35. Click on Sales and select Sales Invoices
36. Click on add Add New
(If you want to learn more on how to create a sales invoice, you may refer to: How to create a Sale Invoice )
37. Select the customer who has been set e-invoice details and basic details
38. "Select the item that has been chosen for classification. Ensure that all items have the same classification
39. Fill in the info
40. Click on 3 dots
(If you have set enable Auto Submit to E-Invoice as the default E-Invoice submission, you may jump to step 44 )
41. Click on Settings
42. You can enable this option and click on Apply. It will automatically submit this invoice to E-Invoice once it is created.
43. Click on Apply
44. Click on Save
Lastly, submit your invoice to e-invoice
45. Select the invoice you created just now
46. Click on the right arrow
47. Click on E-Invoice
48. Click on Submit
(Once the e-Invoice status becomes Valid, you will no longer be able to edit its details, such as customer information, product details, invoice date, and invoice number)
49. You will see the E-invoice status.
(If the document status is 'In Progress,' you may need to wait up to 72 hours. After 72 hours, the final status will be updated.)
50. Click on View E-Invoice
(The hyperlink appears once the document status has changed to valid.)
51. Scan the QR Code or click to view E-invoice to view your e-invoice
Related Guides on Submission E-Invoice
- To submit a purchase invoice to E-Invoice, please refer to: How to Submit Purchase Invoice to e-Invoice via MyInvois
- To submit Consolidated e-Invoice, please refer to: How to Submit Sales Invoice as Consolidated e-Invoice
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