Generate E- invoice

To generate an e-invoice:

1. Create an invoice.
2. On the E-Document subtab:
3. Select a template from the E–Document Template field. The field contains the templates associated with the e-document package assigned to the customer or vendor.
4. (Optional) Select a sending method from the E–Document Sending Method field. The field contains the sending methods associated with the e–document package assigned to the customer or vendor. If no sending method is selected, the SuiteApp uses the default certification sending method.
5. To generate a PDF version of the e-document, check the Generate PDF box.
6. Click Save. The system updates the transaction record and a Generate E–Document button appears at the top.
7. Click Generate E–Document.

If the e-invoice generation is successful, the transaction record is updated with the following:

• The Certify E–document button appears on the record.
• Status of the E–Document Status field changed to Ready for Certification.
• The JSON file is available for download under the Generated E-Document field and the PDF file under the Generated PDF field.