How to Generate an E-Invoice

Overview
Convert a standard invoice into a compliant e-invoice for submission to tax authorities.

Steps

  1. In Finance > E-Invoice, click Settings to confirm e-invoice credentials are set.

  2. Click Export or click the E-Invoice button next to a listed invoice.

  3. The system packages the invoice in the mandated electronic format (XML/JSON).

  4. Download or automatically submit to the government portal as configured.

Tips

Troubleshooting / FAQs