User Guide

Login to our Peppol-Ready Solution:

invoice-now.billbay.co/

Seamlessly exchange Peppol E-Docs

(Invoices, Orders & Responses)

BB02 Receiving E-Orders & Sending PO-based E-Invoices

BILLBAY INVOICENOW GUIDEBOOK | Creating Customers

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STEP 1: Access the Accounting Module.

BILLBAY INVOICENOW GUIDEBOOK | Creating Customers

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STEP 2: Click on the 'Customers' option in the top bar and click on the ‘Customers’ on the dropdown menu to proceed.

BILLBAY INVOICENOW GUIDEBOOK | Creating Customers

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STEP 3: Once in the 'Customers' section, look for the button 'Create'.

BILLBAY INVOICENOW GUIDEBOOK | Creating Customers

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STEP 4: When entering a customer's name, an active lookup quickly displays potential matches, making it easy to select the customer as you type.

BILLBAY INVOICENOW GUIDEBOOK | Creating Customers

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Customer’s Peppol ID filled in automatically, and the Peppol Active flag is set to Yes by default. This default setting plays a crucial role in deciding when to send E-Invoices. If a partner doesn't want to receive E-Invoices, you can easily change this. Just click the Peppol Active checkbox to turn off.

BILLBAY INVOICENOW GUIDEBOOK | Creating Customers

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STEP 5: After double-checking that all details are correctly entered, locate the 'Save' button. Your Customer data is now ready to be used in a transaction.

BILLBAY INVOICENOW GUIDEBOOK | Sending PO-Based Invoices

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STEP 1: Access the Sales Module.

Sending PO-Based Invoices

BILLBAY INVOICENOW GUIDEBOOK | Sending PO-Based Invoices

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STEP 2: Import E-Orders to view the new E-Orders.

BILLBAY INVOICENOW GUIDEBOOK | Sending PO-Based Invoices

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All E-Orders and newly imported E-Orders can be viewed through the sales module.

BILLBAY INVOICENOW GUIDEBOOK | Sending PO-Based Invoices

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Essential details are pre-filled in the order, including vital information for government E-Orders such as buyer's PO reference, business unit, vendor ID, payment terms, and more.

BILLBAY INVOICENOW GUIDEBOOK | Sending PO-Based Invoices

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STEP 3: After ensuring accuracy, including product price and quantity, proceed to confirm the order.

BILLBAY INVOICENOW GUIDEBOOK | Sending PO-Based Invoices

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STEP 4: After verifying accuracy, including product price and quantity, confirm the order and click the 'Create Invoice' button to seamlessly generate an invoice with relevant details copied from the PO.

BILLBAY INVOICENOW GUIDEBOOK | Sending PO-Based Invoices

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STEP 5: Click the ‘Create and View Invoice’ button to create and view the invoice.

BILLBAY INVOICENOW GUIDEBOOK | Sending PO-Based Invoices

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STEP 6: No extra data entry is needed to align the invoice with the order. Validate the invoice, and it will be sent via voicemail.

BILLBAY INVOICENOW GUIDEBOOK | Sending PO-Based Invoices

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Upon successful validation of the invoice, the E-Delivery Status will be indicated as C1: Queued.

BILLBAY INVOICENOW GUIDEBOOK | Sending PO-Based Invoices

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You'll get a 'Delivered Successfully' confirmation, assuring your e-invoice went through smoothly. Our system automatically updates you on your invoice status, be it accepted, rejected, or fully paid.

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