Invoice details

Invoice number

Type a unique number or identifying text for this invoice, both numbers and letters can be used. If you leave this field blank, Invoice Portal will automatically generate a number for you (provided that this option is included in your sending settings.)

Supplier contact details

Provide the name of your contact person for this invoice and their email address and phone number.

Buyer address

Name

If the buyer has several addresses, the Name field is displayed as a search field.

Type another recipient address name, ZIP code, or address details.

Select the necessary address in the search results. The address is updated accordingly and will be shown as the buyer address in the invoice, whereas the legal address of this customer will remain the same as the one specified by this customer in its account.

Buyer contact details

Provide the name of your customer's contact person for this invoice and their email address and phone number.

Invoice header details

Free text

Type important information in one paragraph. If you press Enter to make more paragraphs, such text can be misprocessed in some business systems it goes to.

Buyer order number

Enter the customer's order number for this invoice.

Buyer's reference 1

If the field is required, enter a code, cost center or name provided by the recipient for this field. The input may be used for validation.

If a reference is required, the recipient should inform you of this. Otherwise, type anything.

Preceding invoices

List preceding invoices.

Allowances and charges

Specify the amount of allowances or charges that apply to the entire invoice and are reflected in the total amount. The multiplier factor uses the base amount and then modifies it by the percent you enter. For example, to give a 5% discount, enter 5 as the Multiplier factor %

Payment details

Days left until due date

Payment must be made within the number of due days. This field is automatically filled in if you have already sent an invoice to this recipient.

Due date

The payment must be made on the due date latest. This field is automatically filled in if the previous setting is provided.

Payment reference (OCR number)

A numerical code that facilitates automatic accounting of payments.

Payment terms

Your conditions of use for this customer.

Delay terms

Your terms in case of late payment.

Supplier's VAT/Tax ID and Buyer's VAT/Tax ID

Select if you want these identifiers to be included in the invoice.

Tax exempt

Select this check box if there is no tax applicable to this invoice and specify the reason in Tax exemption text. Then you do not need to specify a 0% VAT in the invoice lines.

Tax currency

Defaults to the invoice currency. Specify if the VAT is in a different currency.

Then Total VAT in other currency is added in the Summary at the bottom of the invoice page. Provide the VAT amount in the specified currency in that field.

Use factoring

The check box is selected by default if a factor is specified in your sending settings. Then their information is included in the invoice. Clear the check box to remove the factor information from the invoice.

Delivery address

Name

If the customer has several delivery addresses, the Name field is displayed as a search field.

Type another recipient address name, ZIP code, or address.

Select the necessary delivery address in the search results. The address is updated accordingly and will be shown as the delivery address in the invoice.

You can also specify delivery terms and carrier.