The create portal can be used to create/add a document. You can configure the document manually or create a template. It is possible to use this previous created templates to add a document or as a start to further configure your document.

  1. Choose which document type to create

    • Sales invoice

    • Purchase invoice

  2. Choose which channel to use

    • Sales invoice

      • Email

      • FTP

      • Peppol

    • Purchase invoice

      • Creation

  3. Choose which template to use for creation of the document.

  4. Select the correct company. The reset of the company information will be filled out automatically.

  5. Select a partner the rest of the information will be filled automatically.

  6. Header information can be filled in and a currency can be selected by the drop down.

  7. Add lines with articles.

  8. Attachments can by added. Simply by dragging and dropping files into the square.

  9. View VAT, Taxable, VAT amount and Totals

  10. Save as a template

  11. Create the document

  12. View different templates and/or delete unwanted, outdatedā€¦ templates

  13. Clear all fields