Overview

The SY portal lets you generate an invoice directly from a purchase order sent by your customer. This feature simplifies data entry by pre-filling the order details in the invoicing form.

Prerequisites

To use this feature, the following conditions must be met:
•    The invoice entry feature must be enabled by your counterpart.
•    The order management feature must be enabled by your counterpart.
•    A purchase order must have been submitted by your customer on the portal.

 

Steps 

1.    From the relevant order, click Invoice.
2.    Specify the company and/or establishment issuing the invoice, if applicable.
3.    Click Next.
4.    In the upper section, select the type of invoice to issue.
5.    Complete the form.
6.    Click Validate and send invoice. 

Le document sera transmis à SY pour traitement. A l'issue, vous pourrez retrouver vos factures dans le menu Factures Clients. The document will be sent to SY for processing. Once processed, you will find your invoices on the Buyer Invoices tab.