How Your Customers Can Request an E-Invoice from a Shared Sales Invoice

Why Allow Customers to Request an E-Invoice from a Shared Sales Invoice
Allowing customers to request an e-invoice from a shared sales invoice provides greater flexibility and convenience. Instead of businesses manually handling every e-invoice submission, customers can initiate the request themselves and fill in their necessary details, such as tax identification numbers, ensuring accuracy and compliance with tax regulations. This feature streamlines the invoicing process, reduces administrative workload, and enhances the overall customer experience by making e-invoice submission quick and hassle-free.

Learn How To

1. Share Sales Invoice to Your Customer
2. Request an E-Invoice from a Shared Sales Invoice

How to Share Sales Invoice to Your Customer

1. Click on Sales and select Sales Invoice

2. Click on the 3 dots. Ensure that the invoice is set to auto-submit to e-Invoice and has not been submitted yet.

(You can check the e-Invoice submission type of the invoice by clicking Edit > 3 dots > Settings)

3. Click on Print

4. Click on share button

(Once your customer clicks the Request button, the system will submit the invoice as an e-Invoice)

5. Click on the Copy Link

How Your Customers Can Request an E-Invoice from a Shared Sales Invoice

6. Browse the link and click on E-Invoice

7. Click on Request

8. Enter name

9. Fill in phone number and email

10. Select an Identification Type

11. Fill in the Identification number

12. Fill in Tax Identification No (TIN). If you don't have TIN, you can select General Public(EI00000000010) or Foreign Buyer(EI00000000020)

13. Enter address

(Make sure your address contains more than 2 characters)

14. Fill in postcode and city. Select state and country.

15. You can enable this if the delivery address is the same as the billing address

16. Click on Save

17. Click on E-Invoice Info after e-Invoice status becomes Valid

(If the document status is 'In Progress,' you may need to wait up to 72 hours or you can refresh the status. After 72 hours, the final status will be updated.)

18. Scan the QR Code or click to view E-invoice