Before you begin
To send e-invoices, you need to register with the Sage PA certified platform to activate the feature.
This will enable the option to send invoices electronically from the Uploads tab and displays the Sent Electronic Invoices tab.
Before you can send a sales invoice, you also need to upload it to AutoEntry to extract its data. Once the invoice extraction is successful, it appears in the Sales Inbox.
For more information, see Managing Sales Electronic Invoices.
Sending a sales e-invoice
Once the invoice is Ready, you can send it either from the invoice list or from the invoice details page.
Send from the invoice
Go to the company's Homepage.
Gp to the Sales Inbox.
The Uploads tab opens automatically and displays the list of extracted invoices.
Click Action next to the invoice, then select View Invoice.
The original document appears on the right and the extracted information on the left.
Verify the customer name and customer account.
The system automatically selects the contact if it exists in the contact list.
Update or add the contact if required.
Verify the SIRET number.
đ NOTE: The contact must have a SIRET number to send the electronic invoice. The SIRET number appears below the customer name in the list. If no SIRET number is available, the option to send the invoice electronically wonât appear.
Verify the amounts and descriptions.
When youâre satisfied with the information, click Send as Electronic Invoice.
Click Confirm and Send.
The invoice moves from the Uploads tab to the Sent Electronic Invoices tab.
đ NOTE: You won't be able to edit Amounts, Dates and Descriptions after you send an invoice.
Send from the list
You can send an invoice directly from the list without reviewing its details:
Go to the company's Homepage.
Go to the Sales Inbox.
The Uploads tab opens automatically and displays the list of uploaded invoices.
In the invoice list, verify the customer name and SIRET number (compulsory).
Click Action next to the invoice, then select Send as Electronic Invoice.
đ NOTE: You don't need to complete the Categories, Journals, or VAT Codes fields to send the invoice to the customer. You only need to complete those fields to publish the invoice to GĂ©nĂ©ration Expert. (Depending on the agreement with the practice, the client or the practice will carry out this task.)
â
đ NOTE: If thereâs no SIRET number with the contact, the Send as Electronic Invoice option won't be available. Make sure you set up the contacts carefully in GĂ©nĂ©ration Expert to sync to AutoEntry.