How to Set Up E-Invoice Details for Customers

Setting up e-Invoice details for customers ensures that your invoices comply with tax regulations and are processed correctly. By adding the customer's Taxpayer Identification Number (TIN) and relevant details, the system can generate and submit e-Invoices accurately. This helps streamline tax reporting and avoids potential errors or rejections.

How to Set Up E-Invoice Details for Customers

1. Click on Sales and select Customer

2. Click on the customer

(If you don't have an existing customer, you may refer to: How to create a Customer in Biztory)

3. Click on Edit
(If you are adding new customer, please refer to next step)

4. Enable Set e-invoice details for this customer

5. Select an Identification Type

6. Enter Identification No.

7. Enter Tax Identification No.
(If your customer doesn't have TIN, you can select General Public or Foreign Buyer. You are unable to submit a document as an individual e-Invoice if the customer's TIN is classified as General Public.)

8. Make sure phone, email, and address are filled in. Click on 3 dots to edit it.

9. Click on Edit

10. Fill in Phone Numbe and email

11. Fill in the address, postcode, city, state, and country
(The address must contain at least 2 characters)

12. Enable this if delivery address same as billing address

13. Click on Save