Create an e-invoice

Related information

Related topics

• E-Invoicing for France
• Set up E-Invoicing and E-Reporting
• View the status of a sent e-invoice
• Receive e-invoices
• Review and post incoming e-invoices

How you proceed depends on whether you selected Sage PA or Other PA as your service provider.

• Sage PA: If you've set up your entities to use Sage PA as your service provider, create and post your e-invoices from Accounts Receivable or Order Entry as usual.

• Other PA: If you've set up your entities to use Other PA as your service provider, create and post your e-invoices in Accounts Receivable or Order Entry, then from Accounts Receivable download a UBL file and process it outside of Sage Intacct.

Send an e-invoice from Accounts Receivable

1. Switch to the French entity in which you want to create the e-invoice.

   You cannot create e-invoicing and e-reporting transactions at the top level.

2. Go to Accounts Receivable > All and select Add (circle) next to Invoices.

3. In the Customer dropdown list, select the customer that the invoice is for.

4. Optionally, change the default contact in the Bill to field to a different contact.

   The electronic address for the selected contact is displayed.

5. In the E-Invoicing section, in the Invoice type dropdown list, select E-Invoice.

6. In the Invoice mode dropdown list, select the relevant invoice mode.

   The options in this dropdown list come from the government mandate.

7. Complete the rest of the invoice details.

8. To save the invoice without posting, select Draft, or to post the invoice immediately, select Post.

   You can no longer edit the transaction after you post it.

You can view the status of e-invoices that are created in Accounts Receivable.

Send an e-invoice from Order Entry

If you want to create e-invoices from Order Entry, the sales invoice transaction definition must be configured to post to Accounts Receivable.

1. Switch to the French entity in which you want to create the e-invoice.

   You cannot create e-invoicing and e-reporting transactions at the top level.

2. Do one of the following:

   • To create a sales invoice:

     • Go to Order Entry > All > Transactions and select Add (circle) next to the applicable transaction type.

   • To convert a sales order to a sales invoice:

     1. Go to Order Entry > All > Transactions and select the required sales order.

     2. On the Order Entry transactions list, find the transaction you want to convert and select Convert > Sales invoice.

3. In the Customer dropdown list, select the customer that the sales invoice is for.

4. Optionally, change the default contact in the Bill to field to a different contact.

   The electronic address for the selected contact is displayed.

5. Complete the rest of the sales invoice details as normal.

6. In the E-Invoicing section, in the Invoice type dropdown list, select E-Invoice.

7. In the Invoice mode dropdown list, select the relevant mode.

   The options in this dropdown list come from the government mandate.

8. To save the sales invoice without posting, select Draft, or to post the sales invoice immediately, select Post.

   You cannot edit the transaction after you post it.

Send an e-invoice with Other PA

If you set up E-Invoicing to use a PA other than Sage PA, you create an e-invoice in Accounts Receivable or Order Entry, then download a UBL file and route it through your chosen provider.

1. Create an e-invoice from Accounts Receivable, Order Entry, or Purchasing and post it.

2. Go to Accounts Receivable > All > Invoices.

3. Open the invoice that you want to create a UBL file for, and from the More actions menu select Download UBL.

   You can only download one UBL file at a time if you have selected Other PA as your service provider.

You can now process the downloaded UBL file with your chosen service provider.