Create an invoice
Select a sender.
By default, the service selects your favorite organization as a sender. If you want to change the sender, do the following:
- Under Sender, click Change.
Find the company that you want to select as the sender, and click Select.
Click the icon next to the name of a company to set that company as your favorite. Your favorite companies are always displayed at the top of the list.
Select a recipient:
- Click Select Recipient.
Find the company that you want to select as the recipient, and click Select.
Use the search field to filter out companies from the list.If the recipient that you selected has a tax registration number in multiple countries, a list of available tax registration countries opens. Select the tax registration country that you want to use with this invoice.Click the icon next to the name of a company to set that company as your favorite. Your favorite companies are always displayed at the top of the list.
Enter the invoice details.
The service validates the contents of the fields and notifies you if the content of a field does not pass validation. For descriptions of the fields, see Invoices.
Enter the line data.
- On the Line Data tab, click Add Line to add a new invoice line.
Enter the details of the line item.
You can only select line types that the recipient supports. For descriptions of the fields and more information about line types, see Field names and descriptionsThe decimal separators used on the line items differ based on the user interface language that you have selected. If you use an incorrect decimal separator, Basware Network may save the number that you enter incorrectly. To find out which decimal separators each language supports, see Table 3
Different buyers may require a different number of fields on their invoices. The fields you see on the invoice may be different than in the figure above.
Similarly, some buyers may enforce various validation rules on certain invoices fields. They may, for example, limit you from setting the invoice date too many days in the past, or place limitations on how many characters you may enter in certain fields.
- Click Add Line to add another line item, if necessary.
Add invoice attachments.
If the sender organization's profile has no bank account, you can add a bank account in the Sender's Details section. Bank accounts that are added to directly to an invoice are not saved to the organization's profile.
- Click Files to open the Files tab.
- Click the highlighted text to browse for attachments, or drag and drop files directly on the highlighted text to attach them to the document.
- Click Send Invoice to send the invoice to your customer.