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Sending Invoices With Basware

← Distributing Invoices

JustOn Billing & Invoice Management can send electronic invoices to the Basware Network Services, through which they are distributed to the recipients. For information about the Basware integration and its basic concepts, see Basware Integration Concepts.

Make sure that the Basware integration is properly configured and the button Send to Basware is available. For details, see Setting Up Invoice Distribution With Basware.

Sending Multiple Invoices With Basware

To send e-invoices from the invoices list view:

  1. Navigate to the Invoices list in the invoice run view, or open the Invoices tab and select an appropriate list view.

    The list view Recently Viewed does not display the Send to Basware button.

  2. On the Invoices tab, select the checkboxes next to the invoices you want to send, or leave all checkboxes unmarked to include all listed invoices.

  3. Click to open the action menu, then select Send to Basware.

    This sends the electronic invoices whose Basware status is not Finished as well as their attached documents to Basware for distribution.

Sending Single Invoice With Basware

Info

You can send a single invoice to Basware if one of the following conditions is met:

  • The invoice has not been sent yet, that is, the Basware status is not Finished.
  • The invoice has been sent, but Basware rejected it for technical reasons. Be aware that to retrieve notifications and to allow for resubmitting failed transfers, you need to enable the notification retrieval.

To send or resend an e-invoice from a single invoice:

  1. Open the invoice you want to transfer to Basware.

    You can send invoices in the statuses Open, Paid and Settled.

  2. Click Send to Basware.

  3. Click Continue to confirm and complete the operation.

    This sends or resends the selected electronic invoice to Basware for distribution.

Info

When (re)sending an invoice to Basware, JustOn creates a new Basware Status record. For the most recent record, the checkbox Is Latest is selected. You can use this information for reporting purposes, for example.