Step 1: Open Invoice / Credit Note
Navigate to Sales > Invoice/Credit Note.
Step 2: Add a New Invoice / Credit Note
Click Add to create a new invoice or credit note. .
Step 3: Open Batch Generation
Generate a Batch, point to the cursor shown below
Step 4: Generate a Batch
Click on the “Sample” to generate the batch group, select the required transaction period by month, then click “Generate” to create the batch.
Note: Batch generation is a one-time setup for the selected period. If you need to create transactions for another period in the future, return to this screen and generate a new batch.
Step 5: Enter the Invoice Details
To create a new invoice, Select the required Customer Code and enter the Invoice Date. Then, navigate to the Body section to input your item details, including price and
quantity.
Note:
Peppol Customer – The customer must have a valid Peppol ID maintained in Debtor Maintenance.
Non-Peppol Customer – Enter the customer's UEN in Debtor Maintenance and leave the Peppol ID blank.
Step 6: Save/Print and Submit the Invoice
After clicking Save or Print, the system will display a prompt:
“Do you want to Send Transaction to Access Point?”
Select Yes → The document will be transmitted automatically.
Select No → The document will not be transmitted immediately and can be submitted later through Document Management.
