Instructions for Working with eInvoices (Received and Sent)

This page allows you to view, manage and synchronize received and sent eInvoices. Below are all available features and actions on the tables.

eInvoice Tables Overview

• Received eInvoices - display of all eInvoices received from suppliers.
• Sent eInvoices - display of all eInvoices sent to your clients.

Tables allow filtering and searching across all displayed columns.

Table Columns

• Document Number / Invoice Number - click to open eInvoice details.
• eInvoice Type - displays the eInvoice type and profile.
• Client / Partner - click to open client or partner details.
• Issue Date - displays the issue date and time.
• Amount - total eInvoice amount.
• Fiscalization - fiscalization status (fiscalized, not fiscalized, no data).
• Collected (sent only) - collection status and ability to report collection.
• Status - current eInvoice status with possible additional actions.
• Actions - additional actions for each eInvoice.

Table Actions

• Details - view all eInvoice data.
• Download XML - download the original eInvoice XML document.
• Download Visualization - download the eInvoice PDF view.
• Approve eInvoice (received) - approve a received eInvoice (if available).
• Reject eInvoice (received) - reject a received eInvoice (if available).
• Mark as Paid (received) - enter payment amount and change status to "Paid".
• Fiscalize (sent) - initiate fiscalization for a sent eInvoice (if not fiscalized).
• Report Collection (sent) - enter collection amount and date for a sent eInvoice.
• Resend as Copy (sent) - resend the eInvoice to the client (if previous sending failed).
• Delete eInvoice (sent) - delete an undelivered eInvoice (if available).
• Record (sent) - mark the eInvoice as recorded (if needed).
• Expand Row - click the arrow to display additional eInvoice details within the table.

eInvoice Synchronization

• Sync Received eInvoices - download new eInvoices from suppliers.
• Sync Sent eInvoices - send and update the status of sent eInvoices.

Additional Features

• Change number of invoices per page - at the bottom of the table you can select how many invoices are displayed per page.
• Mobile-optimized display - tables are optimized for viewing on mobile devices.
• Notifications and messages - the system displays success, error and warning messages.

Note