April 13, 2021

E-Invoice User Guide

Preview of an e-invoice XML file

You can see an e-invoice preview by going to the invoice list in the menu and clicking the E-INVOICE button.

If you tick the checkbox on the customer card, the invoice file is created automatically and an e-invoice is attached every time you create a new invoice.

Preview of an e-invoice XML file in PlanlogiInvoice list in Planlogi with the E-INVOICE button highlightedCheckbox on the customer card for attaching an e-invoice to invoices automatically

Frequently asked questions

How do I preview an e-invoice in Planlogi?

Open the invoice list in the menu and click the E-INVOICE button next to the invoice you want.

How do I add an e-invoice to an invoice automatically?

Tick the relevant checkbox on the customer card. An e-invoice file will then be created automatically with every new invoice.

What format are e-invoices created in Planlogi?

Planlogi creates the e-invoice as a machine-readable XML file that the customer's accounting software can process automatically.

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