Description
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These changes are highlighted in the example below.
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Delivering eInvoices
eInvoices
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FastTrack360 sends an electronic version of the invoice to Attache …
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can be delivered by ticking the checkbox next to the relevant invoice or invoices, which are to be delivered, in the Results section of the Manage Deliver screen and clicking the Deliver as eInvoice button.
The Deliver as eInvoice button is enabled only if all the following conditions apply to the selected invoices:
The delivery method, as shown in the Delivery Method column of the list in the Results section of the screen, is eInvoicing (note that this is determined by the set of invoice delivery details that apply based on the Billing Company/Debtor combination. For more information, see Debtor Delivery Details Enhancements).
The eInvoicing Status is not Submitted or OK (for more information, see eInvoicing Status).
On clicking the Deliver as eInvoice button, the following occurs:
The Delivered flag for each selected invoice is set to Yes to indicate that delivery of the invoice has been actioned in FastTrack360. Note that this indicates that a user has performed an action to deliver the invoice from FastTrack360an . However, a separate eInvoicing status is tracked to determine if the delivery was successful (for more information, see eInvoicing Status).
An entry is written to the Invoice Log to record the fact that a user actioned the delivery of the invoice from FastTrack360 (for more information, see Invoice Log Enhancements).
the eInvoicing Status is initially set to Submitted to indicate that the invoice has been sent and FastTrack360 is waiting for a response to determine if delivery has been successful (for more information, see eInvoicing Status below).
eInvoicing Status
The table below lists and describes the eInvoicing statuses that can apply.
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Status
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Description
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Submitted
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Indicates that a user has actioned the delivery of the invoice and FastTrack360 has sent the invoice but a success or failure response has not been received yet.
When the delivery of an invoice is actioned in FastTrack360 and the eInvoicing status of the invoice is set to Submitted, it may take several minutes for the status to update to OK or Error …
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OK
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Indicates that a user has actioned the delivery of the invoice, FastTrack360 has sent the invoice and a success response has been received to indicate that delivery was successful and therefore no further action is required to deliver the invoice.
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Error
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Indicates that a user has actioned the delivery of the invoice but one of the following issues occurred:
the billing company linked to the invoice is not registered for eInvoicing
a system error prevented FastTrack360 from sending the invoice
FastTrack360 sent the invoice but a downstream issue prevented the invoice from being delivered.
The eInvoicing status of an invoice and any error messages that may result from a delivery error can be checked at any time by viewing the Invoice Log (for more information, see Invoice Log Enhancements).
Troubleshooting eInvoice Delivery
Refer to
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An invoice can only be delivered as an eInvoice if the Billing Company that issues the invoice is registered for eInvoicing. If a Billing Company to which an invoice is linked is not registered for eInvoicing, an error message is displayed to indicate that and the invoice number(s) of the invoices that could not be delivered. If that occurs, the Delivered flag for the affected invoices will remain set to No and the relevant Billing Company must be registered for eInvoicing before reattempting the delivery. For more information, see Billing Company eInvoicing Registration. |
Benefits
These enhancements facilitate the ability to deliver invoices to debtors via eInvoicing.
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the billing company must be registered for eInvoicing (for more information, see Billing Company Registration)
the debtor’s invoice delivery details must have eInvoicing set as the invoice delivery method (for more information, see Debtor Delivery Details Enhancements).
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