Create a simplified invoice in B2Brouter

To create a simplified invoice, go to the Income section of the main menu at the top, and select the Tickets option on the left-hand side menu.

• Select the option Create ticket.
• On the next page, you do not need to define the customer.
• Click on Continue.

Next, you can then access the simplified invoice form.

General data

Under General data you can add general data such as number or date to the invoice. Fields marked with an asterisk are mandatory.

Taxes

In this section, select the taxes to be applied to the invoice. To apply different taxes on each line, use the Apply per line button.

Lines

From the Lines section you can add line information:

• In Product or service name, add the concept or description of the product or service you want to add to the line.
• In Quantity, add the quantity of the product or service you wish to invoice.
• In Units, select the most appropriate size for the product or service.
• In Unit price, add the unit price of the product or service you are adding to the line. At the end, the system calculates the result.
• Below the lines you find the option Add item from catalogue, which allows you to create the lines easily using the information of your catalogue created in B2Brouter.
• Use the Add line option to add as many lines as you need in the invoice.

You can also Add a discount or Add an additional charge to the invoice total:

Add discount

• Click on the Add discount option and activate the button.
• In Discount description, add the concept or description of the discount you wish to apply.
• In Discount amount, add the amount you wish to apply.
• This amount can be in currency or in percentage, something you must select through the drop-down menu.

Add additional charge

• Click on the Add additional charge option.
• Under Reason for charge, add the name or reason.
• In Amount of charge, add the amount you want to apply.
• This amount can be in currency or as a percentage, which you will need to select via the drop-down menu.
• Check the Apply taxes box if you want the taxes on the invoice to be applied to the surcharge as well. Otherwise, they are not applied.

Shipping

Simplified invoices are sent in PDF format by e-mail. From this section you can specify the recipient’s email address:

• In Send to add the email address of the invoice recipient.
• In First name and surname enter their first name and surname.
• In Language, select the language in which you want the invoice to appear.

Use the Save and preview option to save your changes and view the simplified invoice. To send an invoice from B2Brouter you only have to press one button. The sending is done directly from B2Brouter.

To do this you must follow the following steps:

• Go to the invoice preview.
• Use the Send button at the top right of the screen.

Manage the statuses of simplified invoices

B2Brouter always informs you of the current status of your invoices. You have two ways to check the status:

1. In the list of invoices

Through the main menu at the top, go to the Invoices section and then Simplified through the options on the top left. This way you can consult the status of each invoice issued on the right hand side of the list.

2. On the invoice

Follow the steps above and open the invoice by clicking on the invoice number. Once you have opened the invoice, at the top, you will find the current status of the invoice with a coloured band.

Meaning of the statuses of the invoices issued

The reception of invoice statuses may differ depending on the network through which the invoice was sent. As a general rule, you can find the following statuses depending on the selected sending method:

• Draft: the invoice has been created, but not sent. As a consequence, the recipient has not received it.
• Downloaded: the invoice has been downloaded.
• Sent: the invoice has been sent successfully and, in some cases, this is a final status. For example, if you send an invoice via email.
• Rejected: Your customer has rejected the invoice for some reason.
• Collected: The invoice has been collected by the receiver.
• Closed: the invoice has been paid and is in its final status.

TicketBAI Declaration

You can also manage the TicketBAI declarations of your simplified invoices. To do so, you must enable and configure tax declaration from settings.

Once configured, to generate the declaration:

• Go to the preview of the simplified invoice.
• Use the More options button.
• In the dropdown, click on Generate declaration.