Sending e-invoices

In this article, we'll explain how to create and send e-invoices with Zervant. E-invoice is often the preferred method of invoicing by governmental bodies and large companies where all necessary information is forwarded between invoice sender and recipient in the e-invoicing network. You can read more about e-invoicing and the difference between e-invoicing and invoices sent by e-mail from Getting started with e-invoicing.

How to create and send an e-invoice

1. Make sure you have valid e-invoicing details from your customer. You can learn more about understanding e-invoicing addresses from this article.

2. Go to the tab >Invoice >New Invoice to create an invoice as you normally would. You can add specific e-invoicing references by selecting >Settings >Visible references at the right panel of the invoice editor.

3. Once you have created your invoice, select >As e-invoice in the >Approve and send menu.

4. If you haven’t filled out your company contact details, a window will open for you to fill them out. All the fields marked with a blue star (*) are mandatory. The same applies to your customer’s contact details.

5. Finally, click >Approve and send. Your e-invoice will be sent through our operator Basware to your customer’s e-invoice operator, and eventually to your customer's invoice processing system.


Checking the delivery status of a sent e-invoice

Once your e-invoice is sent, you can check its delivery status under the invoice >history:

  • If the delivery was successful, the status will say "E-invoice successfully delivered to recipient"
  • If the delivery failed, the status will say either "E-invoice delivery failed due to invalid content" or "E-invoice was rejected by recipient" depending on the reason of the failure

See the most common reasons for failure in e-invoice delivery here.

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