Billit
Use e-documents in the sales process
You can use configured electronic documents (e-documents) with the following sales documents:
- Sales invoices
- Sales credit memos
- Service invoices
- Service credit memos
E-documents in sales
To create and send an e-invoice to a customer, you must create and post the sales invoice. When the document sending profile is set up correctly, an e-document will be automatically created and sent.
For more information, see Use e-documents in the sales process.
Note
- XPR365 Billit has added the Paid status to manage payment statuses from Billit. Updating this status can be done by performing the Get Approval action.
A fallback is available for entering the reference in Peppol documents. For each document, the fields are checked in the following order. The first field which is filled, is used as a reference for the Peppol document.
- Sales invoice: Your reference > External document number > Order number > Posted Sales Invoice number.
- Sales credit memo: Your reference > External document number > Return order number > Posted Sales Credit Memo number.
- Service invoice: Your reference > External document number > Contract number (if contract) / Order number (if order) > Posted Service Invoice number.
- Service credit memo: Your reference > External document number > Contract number > Posted Service Credit Memo number.