After creating a sales invoice, it may be on its way to the recipient. This can be done in several ways.
- Send the invoice to the recipient by email directly from Daxto.
- Download the invoice in the desired format or formats, and send it manually by email.
- Open the invoice in PDF format and print it out. Then hand it over, or send it by mail.
Send from Daxto
From the sales invoice screen, once an invoice has been saved, the Send menu at the top allows the invoice to be sent directly to the customer by email. To do this, the email address that is designated as administrative for the customer will be used. If there is none, then the primary email address will be used. And if that is not available either, then any other e-mail address that is known to the recipient in your customer administration will be used. Is there no email address known at all? Then your Daxto Assistant will inform you that the invoice cannot be sent directly.
Formats
Sales invoices can be sent or downloaded in various file formats. The most common format is PDF. A PDF file can be opened on almost any modern device. From tablet to phone, computer or laptop. Regardless of the brand or software of the device.
The recipient of your invoice may also have Daxto, or other modern accounting software. In that case, the invoice can also be delivered to the recipient as an e-invoice. The advantage of this is for the recipient. The recipient can read the file into his or her software so there is no manual (error-sensitive) work required to type it or recognize it with OCR.
The UBL format is increasingly appreciated by companies and governments within Europe in particular. You can send UBL files via Daxto, manually download and send them outside of Daxto or send them via the Peppol network.
The DAX format is more extensive than the UBL format, with extra information and built-in certainties, but can only be used if the recipient also uses Daxto. Unlike the UBL format, the DAX format prevents that the content of the invoice can be viewed by a party other than the intended recipient. The DAX format also prevents that invoices can be manipulated after they have been created.
For your convenience and that of the recipient, Daxto automatically sends an invoice in all formats when you send it directly from Daxto. This allows the recipient to choose which format fits best.