Invoicing Engine How to Use
How to Use
How to Use

How to Use

Last changed in 04/01/2023

The Invoicing Engine offers a significant set of features that allow to track in real time the state of the organization and issue all necessary and mandatory documents.

Controlling sales and returns

  • Issuing invoices, deliveries and credit notes;
  • Partial or total return: documents signed digitally;
  • Email document sending;
  • Creating items/services and customers;
  • Supports multi-currency;
  • Multiple invoicing entities.

Settling receipts and payments

  • Record of receipts or payment notes that represent the settlement of open items;
  • Record of receipts of payments made by the customer;
  • Record of payments to suppliers.

Complying with legal and fiscal obligations 

  • Issuing of the AT audit file in SAF-T (PT) file;
  • Collection and handling of AT submissions via WebService (financial and delivery documents);
  • Collection and report of AT postings and withholdings.

Customizing business data

  • Document layout customization (header, footer and tables);
  • Multi-language support on the documents (Portuguese, English and Spanish);
  • Reports on traded documents;
  • Dashboard on sales results.
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