Creating Invoices
Learn how to create, edit, and send invoices to your trading partners in Procuros WebEDI.
An invoice is a document used to request payment for delivered goods or services. It contains essential details such as items, prices, discounts, payment terms, and tax-related information.
Creating an Invoice
Open Order
- Open the corresponding order.
- Click on “Create Invoice” in the top right corner.
Select Document
If you have already created an order confirmation and/or a dispatch notification, it is recommended to create the invoice from the latest document. This ensures that all previously made changes are automatically applied.
If the “Create Invoice” button is not available, check:
- Whether an invoice has already been sent (then available under “More Options”).
- Whether your connection with the trading partner is set up for invoices.
Filling in Invoice Data
The invoice document consists of five main sections:
Header Data (Invoice Information)
Header Data (Invoice Information)
Key information for identifying and processing the invoice:
- Invoice date (default is the current date)
- Invoice number
- Order reference
- Currency
- Delivery note number (if applicable)
Party Information
Party Information
All relevant details about the involved trading partners:
- Buyer (the ordering trading partner)
- Supplier (your company)
- Invoice address
- Delivery address
Item Positions
Item Positions
A detailed tabular overview of all order or invoice positions, including:
- Item number and description
- Quantity and unit
- Unit price and total price
- Tax rate
- Line item discounts
Discount / Surcharge Levels
Discount / Surcharge Levels
Overview of all price-related additions and deductions:
- Discounts at the item level
- Surcharges at the document level
- Special conditions
- Total discounts
Payment Terms
Payment Terms
Details of the agreed payment conditions:
- Payment deadline
- Early payment discount conditions
- Payment method
- Bank details
Managing Item Positions
Change Values
- Click on the cell you want to edit.
- Enter the new value.
- Note locked fields (indicated by a lock symbol).
Remove Items
- Click “X” next to the row.
- The quantity will be set to 0.
- The item remains visible for documentation purposes.
Add New Items
- Click “Add.”
- Select “New Item.”
- Enter the item details.
Locked fields cannot be edited as they are either automatically calculated or derived from previous documents.
Managing Prices and Discounts
Using Price Lists
Apply Price List
- Click “Apply Price List.”
- Select the desired price list.
- Prices will be automatically populated.
Global Discounts and Fees
Available Options
Available Options
- Add Discount: Percentage or absolute deduction.
- Add Fee: Additional costs such as shipping.
- Calculation Levels: Grouping multiple discounts/fees.
Fees are always calculated before discounts. You can add multiple discounts and fees.
Setting Payment Terms
Offer payment discounts for early payments:
Add Payment Condition
- Click “Add Payment Condition.”
- Enter the payment term in days.
- Set the discount percentage.
You can define multiple payment terms with different discount rates.
Reviewing and Sending the Document
Before sending, the system automatically checks the invoice:
Identify Issues
- Incorrect fields are highlighted in red.
- An exclamation mark indicates mandatory fields.
Fix Issues
- Click on the marked fields.
- Read the error message.
- Make the necessary corrections.
- Use “Next Issue” for systematic correction.
Send Invoice
After resolving all issues, send the invoice by clicking “Send.”