How to Invoice the Order for My Client?
After the order is approved and accepted, we proceed with invoicing.
Here at Base-B, invoicing is very simple, and with the insertion of the invoice, everything is set between you and your client.
1st - You need to accept the order. Find the pending order, and on the same line of the order to the right, click on the eye icon and select Accept or Refuse.
2nd - After the order is approved, you will be directed to the main Orders page. Enter the order again and click on Invoice to begin the invoicing process.
3rd - When you click on Invoice, you will be directed to the Billing page. Here, you will see the entire invoicing page with fields to be filled in, whether mandatory or optional. Prioritize filling in the information marked with an asterisk (*), as these are required fields.
Note: If there is any mandatory field left unfilled, when you try to submit the invoice, the field will be highlighted in red, indicating that it is a required field.
4th - Once you have completed all fields, scroll up to the top of the page and click on Send.
Note: At the bottom of the Billing page, there is an attachments field, but this is for adding additional information to the invoice. The Invoice Document itself should be uploaded using the Attach Invoice option at the top of the page.
The same applies for attaching the XML file. If you try to submit the invoice and see the error "XML attachment is required", you need to upload the XML file using the option next to "Attach Invoice."
If you still have difficulties, please contact us through our support icon.
Or you can also reach out to us via email at suporte@baseb.com.br.
Here at Base-B, invoicing is very simple, and with the insertion of the invoice, everything is set between you and your client.
How to Insert the Invoice for My Client?
1st - You need to accept the order. Find the pending order, and on the same line of the order to the right, click on the eye icon and select Accept or Refuse.
2nd - After the order is approved, you will be directed to the main Orders page. Enter the order again and click on Invoice to begin the invoicing process.
3rd - When you click on Invoice, you will be directed to the Billing page. Here, you will see the entire invoicing page with fields to be filled in, whether mandatory or optional. Prioritize filling in the information marked with an asterisk (*), as these are required fields.
Note: If there is any mandatory field left unfilled, when you try to submit the invoice, the field will be highlighted in red, indicating that it is a required field.
4th - Once you have completed all fields, scroll up to the top of the page and click on Send.
Note: At the bottom of the Billing page, there is an attachments field, but this is for adding additional information to the invoice. The Invoice Document itself should be uploaded using the Attach Invoice option at the top of the page.
The same applies for attaching the XML file. If you try to submit the invoice and see the error "XML attachment is required", you need to upload the XML file using the option next to "Attach Invoice."
If you still have difficulties, please contact us through our support icon.
Or you can also reach out to us via email at suporte@baseb.com.br.
Updated on: 12/11/2024
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