Send an invoice from B2Brouter
To send an invoice from B2Brouter you only have to press a button. It is not necessary to download it or upload it to your client’s Web or portal. The sending is done directly from B2Brouter.
To send an invoice correctly, you must first follow these two steps:
1. Create the client
Section titled “1. Create the client”First you must create the client you want to invoice. At this point you must select which delivery method you want to send the invoice with. If your client is in the B2Brouter directory, this configuration will be done automatically; you will only have to indicate the NIF.
2. Create the invoice
Section titled “2. Create the invoice”Once the client is created, you will have to create the invoice and add the data and the concepts that you want to invoice.
3. Send the invoice
Section titled “3. Send the invoice”Once the invoice is created and opened, at the top you will find the Send option. Use this option and the invoice will be sent directly from B2Brouter to the customer, without doing anything else. If the invoice has been sent successfully, its status will change to Sent. Here you can check the meaning of the status changes
Once you have created and opened the invoice, at the top you will find the option Send. Click on this option and the invoice will be sent directly from B2Brouter to your client, without you needing to do anything else. If the invoice has been sent correctly, its status will change to Sent. Here you can consult the meaning of the status changes.
How do I sign my invoices?
Section titled “How do I sign my invoices?”There are two different ways to sign your electronic invoices.
Delegated signature
Section titled “Delegated signature”The delegated signature is a type of signature that authorizes a third party to digitally sign the document for the original signer. This is used by default whenever you send an invoice from B2Brouter. Therefore, when you send an invoice in any format from our platform, it is signed with our delegated signature.
Own signature
Section titled “Own signature”In order to sign your invoices with your own signature it is necessary that you have an updated digital certificate of your own or of the company.
Signing your invoices according to your plan
Section titled “Signing your invoices according to your plan”Depending on your plan you have different features and possibilities when it comes to signing your invoices:
- Basic: All your invoices are signed automatically with B2Brouter’s delegated signature. Invoices sent in PDF format are not signed.
- Professional: Invoices are signed by default with our delegated signature (except PDF invoices). If you use your own certificate you can sign all invoices, including PDF invoices.
- Business: Invoices are signed by default with our delegated signature, including PDF invoices. If you use your own certificate you can sign all invoices with it.