Setting up e-invoicing and sending an invoice as an e-invoice

An e-invoice is an electronic invoice that transfers directly into the recipient's system. It is practically the standard for invoicing between businesses. In NoCFO, e-invoicing is activated once in settings, after which you can send and receive invoices as e-invoices.

Activating e-invoicing

Go to Settings → Invoicing and collection → E-invoices and click "Enable e-invoices". NoCFO automatically creates an e-invoice address for your company.

Note: If you already have an e-invoice address in another service, close it first before activating this one. Otherwise some invoices may be routed to the old service. If activating e-invoicing fails and your company's e-invoice operator ID is 003723327487, your company already has an Apix address in use in another service — ask your current service provider how to close it.

Telling your billers your new e-invoice address

Purchase invoices arrive directly in NoCFO only once your billers know your company's new e-invoice address. Tell the address to every supplier you receive invoices from. You can send the details by email or enter them in the supplier's customer portal.

You can find your e-invoice address and operator ID under Settings → Invoicing and collection → E-invoices. Each has a copy icon next to it. The same page has a card called "Tell your billers your new address" with three options:

• Download PDF downloads the address details as a PDF that you can attach to your own email or send to the supplier in another way. Choose the PDF language from the menu next to the button: Finnish, Swedish or English.

• Copy details copies the e-invoice details to the clipboard so you can paste them into an email or the supplier's customer portal.

• Send to billers… opens a form where NoCFO sends the details on your behalf. Enter one or more supplier email addresses in Recipient emails, choose the message Language (Finnish, English or Swedish), add an Optional message if you like, and click "Send".

Replies from suppliers arrive at your company's invoicing email address.

Sending an invoice as an e-invoice

You can send an e-invoice once an e-invoice address and operator ID have been added to the contact. You can find the recipient's e-invoice address at verkkolaskuosoite.fi or by asking the customer directly.

Create the invoice as usual, and at the sending stage select e-invoice as the delivery method. The e-invoice address is retrieved automatically from the contact's details.

Receiving e-invoices

Received e-invoices appear automatically in the Invoices section. The invoice shows the PDF and the payment details. When an invoice is paid through the software, it is marked as paid automatically. An invoice can also be marked as paid manually by the user.