E-invoicing from Exact Online
Since the end of 2018, it is possible to send e-invoices directly from Exact Online via the PEPPOL / Simplerinvoicing network.
You do not need an account on the tradeinterop platform. You can read the instructions here.
Sending e-invoices by e-mail from Exact Online (old method)
The old way to send e-invoices from Exact is still available, this requires an account on the tradeinterop platform:
It is easy to send electronic invoices from Exact Online to Simplerinvoicing via the tradeinterop network. There is no need to use Exact Online's Digital P.O. Box. Nor is it necessary for your customer to be an Exact Online user. Your customer can use his or her own financial software.
How does it work?
In order to be able to send an electronic invoice, you need to enter the following settings on your customer's relationship card. This is done as follows (with the demo customer Tradeinterop as an example):
Step 1: Open the customer's relationship card (relatiekaart).
Step 2: Click on the 'Edit' ('Bewerken') button to display the Maintenance | Relationship (Onderhoud | Relatie) page.
Step 3: In the 'Information' ('Informatie') section, enter at least the following information about the customer:
- Name, Address, Postal Code, City and Country
- Email: the billing email address of the customer on the tradeinterop network. This address can be obtained from your customer or from tradeinterop (firstname.lastname@example.org).
Step 4: In the General section (Algemeen), enter at least the following information about the customer:
- Status: Customer
- VAT Number: the VAT number of the customer (if the customer has one).
- Chamber of Commerce number: the Chamber of Commerce number of the customer.
Attention! If you want to send an electronic invoice to a government organization, you need to use a so-called Government Identification Number (OIN) in the Chamber of Commerce field. This 20-digit unique number can be found on this website. Fill in the OIN in its entirety, including leading zeros.
Step 5: In the Sales (Verkoop) section, enter at least the following information about the customer:
- Method for sending invoices: E-mail
- 'Appendix: Types': In the 'Sales' section, click the magnifying glass next to the 'Attachment: Types' ('Bijlage: Types') field to display the 'Attachment: Types' dialog box. Select 'PDF' and 'Simplerinvoicing 2.1' and click OK.
Step 6: Click on 'Save' ('Bewaren') to save the changes to the relationship card.
Step 7: When you send an invoice, click on 'Send based on customer' ('Verzenden gebaseerd op klant') to use the settings made above.
Resending an electronic invoice
You can easily resend an electronic invoice if your customer so desires.
Step 1: Click on the 'Sales' ('Verkoop') page in the 'Invoice' ('Factuur') section on the 'History' ('Historie') hyperlink to display the 'Invoice History' ('Factuurhistorie') page.
Step 2: In the 'List' ('Lijst') tab, tick the invoice you want to resend. Then click on the button 'E- mail'.
Step 3: Check the invoice. You can check that a "Copy" ("Kopie") is added as a watermark and/or that you want to receive a copy of the e-mail yourself. Click on 'Send' ('Verzenden') to resend the invoice.