Create an invoice

The following video shows you how to create an invoice in Basware Network

  1. Select a sender.
    By default, the service selects your favorite organization as a sender. You can change the sender manually, if necessary.
    1. To change the sender, click Change under Sender.
    2. Find the company 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 will always be displayed at the top of the list.
  2. Select a recipient.
    1. Click Select Recipient.
    2. Find the company you want to select as the recipient and click Select.
      Use the search field to filter out companies from the list.
      If the recipient you selected has a tax registration number in multiple countries, a list of available tax registration countries will open. Select the tax registration country 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 will always be displayed at the top of the list.
  3. 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.
  4. Enter the line data.
    1. On the Line Data tab, click Add Line to add a new invoice line.
    2. 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 Descriptions
      The decimal separators used on the line items differ based on the user interface language that you have selected. Should you use an incorrect decimal separator may cause Basware Network to save the number 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.

    3. Click Add Line to add another line item, if necessary.
  5. Add invoice attachments.
    1. Click Files to open the Files tab.
    2. Click the highlighted text to browse for attachments, or drag and drop files directly on the highlighted text to attach them to the document.
    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 will not be saved to the organization's profile.
  6. Click Send Invoice to send the invoice to your customer.
Basware Network does not store the invoice data indefinitely. Remember to download a copy of the document image through the Files tab and store it locally.