Convert an order into an invoice

To convert an order to invoice, first you need to receive the order in your B2Brouter account or import it manually. Once it is in your B2Brouter account, you can use the information to generate the invoice without having to enter the data manually.

You have two ways to receive orders. You can import the orders received from your system or you can receive the orders through Peppol or EDI. Here you can see in detail how to receive orders.

When the received order is in your order list, you can modify the status and in case it is accepted, you can convert it into an invoice by using the data and thus avoiding to create the invoice from scratch:

• Open the order by clicking on the number.
• At the top, you will find the order menu.
• Use the Invoice option.

You then access the form that allows you to create the invoice:

• The information contained in the order is automatically filled in.
• As taxes are not included in the order, you have to add them manually.
• Through the top menu of the invoice, access the Lines section.
• In the Taxes box, select the tax you want to apply.
• Finally, use the Save and preview option at the bottom.

This generates the invoice and all that remains is to send it when you need it.