E-Invoicing Module for Worksuite SAAS

Introduction to the E-Invoicing Module for Worksuite SAAS

As a business owner or financial manager, you understand the importance of efficient and secure invoicing processes. In today's digital age, electronic invoicing (E-Invoicing) has become a crucial aspect of financial management, allowing companies to streamline their invoicing processes, reduce costs, and improve cash flow.

Worksuite SAAS offers an E-Invoicing module that enables you to send and receive electronic invoices securely and efficiently. In this tutorial, we will guide you through the steps to set up and use the E-Invoicing module, ensuring a smooth and seamless experience for you and your business.

Getting Started with the E-Invoicing Module

Before you begin, ensure you have the following:

1. A Worksuite SAAS account with the E-Invoicing module enabled.
2. Your company's VAT registration number (if applicable).
3. A valid email address for receiving and sending electronic invoices.

Step 1: Configuring E-Invoicing Settings

1. Log in to your Worksuite SAAS account and navigate to the "Settings" tab.
2. Click on "E-Invoicing" from the drop-down menu.
3. In the E-Invoicing settings page, you will find the following options:
   • "VAT Registration Number": Enter your company's VAT registration number (if applicable).
   • "Sender's Email": Enter your company's email address that will be used for sending and receiving electronic invoices.
   • "Sender's Name": Enter your company's name as it should appear on the electronic invoices.
   • "Receiver's Email": Enter the email address of the person or company that will receive the electronic invoices.
   • "E-Invoice Format": Choose the E-Invoice format you want to use (e.g., XML, PDF).
4. Click "Save" to save your E-Invoicing settings.

Step 2: Creating an Electronic Invoice

1. Navigate to the "Invoices" tab and click on the "Create Invoice" button.
2. Fill in the invoice details, including the customer's information, items, and totals.
3. Click on the "E-Invoice" checkbox to enable electronic invoicing.
4. Choose the E-Invoice format (XML or PDF) from the drop-down menu.
5. Click "Create" to generate the electronic invoice.

Step 3: Sending and Receiving Electronic Invoices

1. Once the electronic invoice is generated, it will be sent to the recipient's email address (Receiver's Email) that you specified in the E-Invoicing settings.
2. The recipient will receive the electronic invoice in the chosen format (XML or PDF).
3. To receive electronic invoices, navigate to the "Invoices" tab and click on the "Received Invoices" button.
4. You will see a list of received electronic invoices, which you can download or view in the E-Invoice format.

Step 4: Archiving and Reporting

1. To archive electronic invoices, navigate to the "Invoices" tab and click on the "Archived Invoices" button.
2. You can filter and search archived electronic invoices by date, customer, or invoice number.
3. To generate reports on electronic invoices, navigate to the "Reports" tab and click on the "E-Invoice Report" button.
4. You can generate reports on sent, received, or archived electronic invoices, as well as track invoice status and payment history.

Troubleshooting and Frequently Asked Questions

• What if I encounter issues with sending or receiving electronic invoices?
  • Check your E-Invoicing settings and ensure that the recipient's email address is correct.
  • Contact your Worksuite SAAS administrator or support team for assistance.
• Can I send electronic invoices to multiple recipients at once?
  • Yes, you can create a batch of electronic invoices and send them to multiple recipients at once.
  • Contact your Worksuite SAAS administrator or support team for assistance on batch invoicing.

By following this tutorial, you will be able to set up and use the E-Invoicing module for Worksuite SAAS, streamlining your invoicing processes and improving your business's financial management.