Invoice Delivery Enhancements to Support eInvoicing

Description

To facilitate the delivery of invoices via eInvoicing, the following enhancements have been made to the Billing > Manage Delivery screen:

• the Delivery Method field in the Search section of the screen now includes an eInvoicing option so that you can search for closed invoices where the applicable set of debtor invoice details specify eInvoicing as the required invoice delivery method (for more information, see Debtor Delivery Details Enhancements)

• the Delivery Method column in the Results section of the screen now displays eInvoicing where that is the applicable delivery method for the listed invoice

• a Deliver as eInvoice button has been added to allow delivery of invoices that have a delivery method of eInvoicing (for more information, see Delivering eInvoices below).

These changes are highlighted in the example below.

Open

Delivering eInvoices

eInvoices 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 Completed (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 FastTrack360. 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).

Benefits

These enhancements facilitate the ability to deliver invoices to debtors via eInvoicing.

Configuration

Before invoices can be delivered via eInvoicing, the following configuration must be completed in FasTrack360:

• 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).