Send Invoices to Government - Revision history

Khkoh: /* Send Invoices to Government */

2025-12-17T07:40:08Z

Send Invoices to Government

← Older revision		Revision as of 15:40, 17 December 2025
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	[[File:Create bu govt.png\|none\|thumb\|800x800px\|Fig 1]]		[[File:Create bu govt.png\|none\|thumb\|800x800px\|Fig 1]]
	[[File:Add bu code.png\|none\|thumb\|800x800px\|Fig 2]]Go to next topic: [[~~InvoiceNow - Advance Ordering~~]]		[[File:Add bu code.png\|none\|thumb\|800x800px\|Fig 2]]Go to next topic: [[Receiving Invoice Response from Customer]]

Khkoh: /* Create Customer Profile */

2025-12-17T07:06:27Z

Create Customer Profile

← Older revision		Revision as of 15:06, 17 December 2025
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	## Navigate to '''Sales Mgt > Maintenance > Add and Edit Customer Records'''.		## Navigate to '''Sales Mgt > Maintenance > Add and Edit Customer Records'''.
	## Create a customer with the name '''National Parks Board'''.		## Create a customer with the name '''National Parks Board'''.
	## After the customer record is saved, click on '''Add and Edit Customer Branch'''. The branch maintenance page will appear (Fig 1).		## After the customer record is saved, click on '''Add and Edit Customer Branch'''. The branch maintenance page will appear ('''Fig 1''').
	## Add a new branch with the Branch Name as '''NPB01''' and complete all mandatory fields.		## Add a new branch with the Branch Name as '''NPB01''' and complete all mandatory fields.
	## Click on the '''Add New''' button. The branch will be saved.		## Click on the '''Add New''' button. The branch will be saved.

Khkoh: /* Create Invoice */

2025-12-14T08:05:14Z

Create Invoice

← Older revision		Revision as of 16:05, 14 December 2025
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	[[File:Create bu govt.png\|none\|thumb\|800x800px\|Fig 1]]		[[File:Create bu govt.png\|none\|thumb\|800x800px\|Fig 1]]
	[[File:Add bu code.png\|none\|thumb\|800x800px\|Fig 2]]Go to: [[InvoiceNow - Advance Ordering]]		[[File:Add bu code.png\|none\|thumb\|800x800px\|Fig 2]]Go to next topic: [[InvoiceNow - Advance Ordering]]

Khkoh: /* Create Invoice */

2025-12-03T11:19:06Z

Create Invoice

← Older revision		Revision as of 19:19, 3 December 2025
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	[[File:Create bu govt.png\|none\|thumb\|800x800px\|Fig 1]]		[[File:Create bu govt.png\|none\|thumb\|800x800px\|Fig 1]]
	[[File:Add bu code.png\|none\|thumb\|800x800px\|Fig 2]]		[[File:Add bu code.png\|none\|thumb\|800x800px\|Fig 2]]Go to: [[InvoiceNow - Advance Ordering]]

Khkoh at 11:17, 3 December 2025

2025-12-03T11:17:39Z

← Older revision		Revision as of 19:17, 3 December 2025
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	== Send Invoices to Government ==		== Send Invoices to Government ==
	Sending ~~Invoices~~ to ~~the~~ Government is ~~no different as~~ sending ~~an invoice~~ to other Peppol registered ~~participant entity except~~ that a branch must be created ~~for~~ the "Business Unit". This can be done ~~with~~ the ~~following~~ steps. ~~Assumption:~~		Sending invoices to Government agencies is similar to sending invoices to other Peppol-registered entities. The only additional requirement is that a branch must be created to represent the Government Agency Business Unit (BU). This can be done using the steps below.

	=== Preparation ===		=== Preparation ===

	# Government Agency: '''National Parks Board'''		# Government Agency: '''National Parks Board'''
	# Government Agency Business Unit ~~code~~: '''NPB01'''		# Government Agency Business Unit Code: '''NPB01'''

	=== Create Customer Profile ===		=== Create Customer Profile ===

	# ~~Now~~ create a customer profile of National Parks Board ~~per~~ the standard procedure.		# First, create a customer profile for National Parks Board using the standard procedure.
	## Navigate to Sales Mgt, Maintenance, Add and Edit Customer Records.		## Navigate to '''Sales Mgt > Maintenance > Add and Edit Customer Records'''.
	## Create ~~the~~ customer with name "'''National Parks Board".'''		## Create a customer with the name '''National Parks Board'''.
	## After it is saved, ~~then~~ click on "Add and Edit" Customer Branch. The page will appear (Fig 1).		## After the customer record is saved, click on '''Add and Edit Customer Branch'''. The branch maintenance page will appear (Fig 1).
	## Add in a branch with the Branch ~~name~~ as '''NPB01''' and complete ~~the filling up of the~~ mandatory fields.		## Add a new branch with the Branch Name as '''NPB01''' and complete all mandatory fields.
	## Click on Add New button. The branch is saved.		## Click on the '''Add New''' button. The branch will be saved.

	=== Create Invoice ===		=== Create Invoice ===

	# To ~~Send~~ to ~~the~~ Government, simply create a new ~~invoice~~.		# To send an invoice to a Government Agency, simply create a new Sales Invoice.
	# In the Branch field, use the pull down menu to select the Business Unit (BU). (Fig 2)		# In the '''Branch''' field, use the pull-down menu to select the required Business Unit (BU) (Fig 2).
	# Enter ~~the rest of the~~ mandatory fields and relevant ~~data, click~~ on "Place Invoice" button.		# Enter all other mandatory fields and relevant transaction details.
	# In the ~~option~~ list after ~~creating~~ the invoice, click on "Send Sales Invoice - PINT~~" OR "~~Send Sales Invoice - BIS" depending on the ~~displayed options~~.		# Click on the '''Place Invoice''' button.
			# From the options list after the invoice is created, click on '''Send Sales Invoice - PINT''' or '''Send Sales Invoice - BIS''', depending on the available option.

	[[File:Create bu govt.png\|none\|thumb\|800x800px\|Fig 1]]		[[File:Create bu govt.png\|none\|thumb\|800x800px\|Fig 1]]
	[[File:Add bu code.png\|none\|thumb\|800x800px\|Fig 2]]		[[File:Add bu code.png\|none\|thumb\|800x800px\|Fig 2]]

Khkoh at 11:16, 3 December 2025

2025-12-03T11:16:36Z

← Older revision		Revision as of 19:16, 3 December 2025
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			== Send Invoices to Government ==
			Sending Invoices to the Government is no different as sending an invoice to other Peppol registered participant entity except that a branch must be created for the "Business Unit". This can be done with the following steps. Assumption:

			=== Preparation ===

			# Government Agency: '''National Parks Board'''
			# Government Agency Business Unit code: '''NPB01'''

			=== Create Customer Profile ===

			# Now create a customer profile of National Parks Board per the standard procedure.
			## Navigate to Sales Mgt, Maintenance, Add and Edit Customer Records.
			## Create the customer with name "'''National Parks Board".'''
			## After it is saved, then click on "Add and Edit" Customer Branch. The page will appear (Fig 1).
			## Add in a branch with the Branch name as '''NPB01''' and complete the filling up of the mandatory fields.
			## Click on Add New button. The branch is saved.

			=== Create Invoice ===

			# To Send to the Government, simply create a new invoice.
			# In the Branch field, use the pull down menu to select the Business Unit (BU). (Fig 2)
			# Enter the rest of the mandatory fields and relevant data, click on "Place Invoice" button.
			# In the option list after creating the invoice, click on "Send Sales Invoice - PINT" OR "Send Sales Invoice - BIS" depending on the displayed options.


			[[File:Create bu govt.png\|none\|thumb\|800x800px\|Fig 1]]
			[[File:Add bu code.png\|none\|thumb\|800x800px\|Fig 2]]

Khkoh: Created page with "FORCETOC"

2025-12-03T10:01:46Z

Created page with "__FORCETOC__"

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Send Invoices to Government - Revision history

Khkoh: /* Send Invoices to Government */

Khkoh: /* Create Customer Profile */

Khkoh: /* Create Invoice */

Khkoh: /* Create Invoice */

Khkoh at 11:17, 3 December 2025

Khkoh at 11:16, 3 December 2025

Khkoh: Created page with "__FORCETOC__"

Khkoh: Created page with "FORCETOC"