Create and post a free text invoice for a public sector customer

This procedure walks you through creating and posting a free text invoice for a customer using OIOUBL electronic invoicing.

It was created using the demo data company USMF with a legal entity primary address in Denmark.

This is the fourth procedure out of six illustrating end to end process of generating e-invoices using electronic reporting configurations. It is based on OIOUBL e-invoice example which is common for Denmark, Austria and Norway. In order to find minor differences for other country/region specific e-Invoice implementations, like Spanish or Italian, please refer to available WIKI articles.

Before you can complete this procedure, you must complete the following procedures: 'Import OIOUBL electronic invoicing electronic reporting configurations', 'Set up OIOUBL electronic invoicing' and 'Set up a customer account for OIOUBL electronic invoicing'.

1. Go to Accounts receivable > Invoices > All free text invoices.
2. Click New.
3. In the Customer account field, enter or select a value.
   • A customer selected for the free text invoice must be enabled for electronic invoicing.
4. Select a free text invoice header view.
5. Expand the Customer section.
6. In the Customer requisition field, type a value.
7. In the Customer reference field, type a value.
8. In the Contact field, enter or select a value.
9. Select a free text invoice lines view.
10. In the list, mark the selected row.
11. In the Description field, type a value.
12. In the Main account field, specify the desired values.
13. In the Unit price field, enter a number.
14. Click Post.
15. Click OK.

Generate an OIOUBL electronic invoice

1. Click Send.
2. Click Original.
   • You can verify the status of the job and download the actual file on the Electronic reporting jobs page.