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This text refers to program version 8.1  

Operations Menu - Invoice - Resend E-Invoice

This page describes the 'Resend E-Invoice' function on the Operations menu in the Invoice record window. If you are using iOS or Android, the 'Resend E-Invoice' function is on the Tools menu (with 'wrench' icon).

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In some countries and depending on configuration, you can have Invoices sent electronically automatically when you mark them as OK and save.

It is recommended that you check regularly to ensure that this process has been successful for every Invoice. You can do this using the following methods:

• Open an individual Invoice and choose 'Invoice Status' from the Operations menu (Windows/Mac OS X) or Tools menu (iOS/Android). The stage that the Invoice has reached in the process will be displayed towards the top of the resulting report (no status will be displayed if the Invoice has not yet been sent).
  

• In Argentina only, open an individual Invoice and open the Link Manager. The relevant Electronic Record Status records will have been attached automatically.
  

• Produce the Detailed version of the Electronic Invoice Status report.
  

• Produce an Invoice Media Status report. If you choose 'E-Invoices' as the Function and select the Not Received by Recipient E-Invoices Only option, the report will only list E-Invoices that have not been received (you must choose at least one Invoice Type option as well).

If an Invoice is shown in the Electronic Invoice Status or Invoice Media Status report as having been Rejected, you can open that Invoice from the report by drilling-down. Make any changes as necessary (typically you might need to change the Invoice Address), save and then select this 'Resend E-Invoice' function. The Invoice will be added to the Electronic Invoices Queue as a new record and will be given a new version number. You can only use the 'Resend E-Invoice' function if the Invoice was previously Rejected (i.e. if it is listed in the Electronic Record Statuses setting with a Status of "0").

Note: this function should not be used in Argentina or Mexico. Instead, you should use 'Send Argentinean E-Invoice' or 'Send Mexican E-Invoice' as appropriate. These functions will be added to the Operations menu if the VAT Law in the Company Info setting is "Argentinean" or "Mexican".

Sending Invoices electronically is a chargeable Cloud Service: please refer to your local HansaWorld representative for details.

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The Invoice register in Standard ERP:

• Introduction
  

• Entering an Invoice
  

• Entering an Invoice - Examples
  

• Controlling Prices in Invoices
  

• Inspecting Invoices, Marking as OK and Posting to the Nominal Ledger
  

• Nominal Ledger Transactions from Invoices
  

• Error Messages
  

• Printing Invoices
  

• Accruals in the Sales Ledger
  

• Cash Notes in the Sales Ledger
  

• Credit Notes
  

• Operations menu, including:
  
  • OK
    

  • Print Proforma Invoices
    

  • Invoice Status
    

  • Customer Status
    

  • Item Search
    

  • Add Environment Tax
    

  • Change to Base 1
    

  • Connect to Prepayment
    

  • Recalculate Discount
    

  • Recalculate Weight and Volume
    

  • Update Currency Price List Items
    

  • Print Cash IN-OUT
    

  • Send to Fiscal Device
    

  • Edit Instalments
    

  • Resend E-Invoice
    

  • Open NL Transaction
    

  • Manager's Discount Override
    

  • Open Tax Matrix
    

  • Request Approval
    

  • Cancel Approval Request
  
  
• Create menu
  

• Row menu

Go back to:

• Home page for Sales Ledger manual
  

• Home page for Standard ERP manual

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