Send Invoices to Government: Difference between revisions

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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]]

Revision as of 19:17, 3 December 2025


Send Invoices to Government

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

  1. Government Agency: National Parks Board
  2. Government Agency Business Unit Code: NPB01

Create Customer Profile

  1. First, create a customer profile for National Parks Board using the standard procedure.
    1. Navigate to Sales Mgt > Maintenance > Add and Edit Customer Records.
    2. Create a customer with the name National Parks Board.
    3. After the customer record is saved, click on Add and Edit Customer Branch. The branch maintenance page will appear (Fig 1).
    4. Add a new branch with the Branch Name as NPB01 and complete all mandatory fields.
    5. Click on the Add New button. The branch will be saved.

Create Invoice

  1. To send an invoice to a Government Agency, simply create a new Sales Invoice.
  2. In the Branch field, use the pull-down menu to select the required Business Unit (BU) (Fig 2).
  3. Enter all other mandatory fields and relevant transaction details.
  4. Click on the Place Invoice button.
  5. 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.
Fig 1
Fig 2
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