Electronic invoices

Eugene Kuchynski — Tue, 10 Sep 2019 08:51:54 GMT

Current Revision posted to Wiki by Eugene Kuchynski on 9/10/2019 8:51:54 AM

Business Manager Lite now supports the generation of electronic invoices, initially for Italy and Poland, as defined in the European Union Directive 2014/55/EU.

Please follow these steps to generate an electronic invoice:

To generate an e-invoice:

Fill data in Settings > E-invoice settings for Italy:
Fill data in Settings > E-invoice settings for Poland:
Check if the Address group in the user settings is filled in correctly
For customers check the Address group in the customer editing form
Go to Invoice list, select one or multiple invoices (for the same customer, otherwise the application will give an error), and click the E-invoice Italy or E-invoice Poland button at the bottom toolbar:
A save file dialog appears, where you can specify the file name. Click OK to save the e-invoice XML file.

Tags: italy, SDL Trados Business Manager Lite, electronic, Poland, Invoice