Creating an electronic invoice through the Docuten platform is simple:

1. First, add your client. To do this, click on “Manage > Clients” on the side menu and then on “Add” in the upper right corner. Fill in your client’s data and click “Save and configure”. Then fill in sending preferences for your client and click “Save”.
2. Once your client has been created, click on “New invoice” located on the side menu. If you have more than one client in the system, you will be asked to select the client for that invoice. Fill in the required fields on the new electronic invoice (they will have a red asterisk).
3. Once you have filled in the required fields, follow the instructions on the platform. Review any possible errors by clicking on “Check errors”, then click “Save”. The invoice will be saved as a draft in the “Pending invoices” folder. When you are ready, click “Submit” and your electronic invoice will be sent to its recipient in the required format.

Feel free to contact us if you have further questions.

Learn more about how Docuten is an eInvoicing Conformant Solution in the EU.