Once you've sent an e-invoice from the Uploaded tab, ilt will show under the E-invoices sent tab.

Once sent, the invoice is transmitted to the customer through the Certified Platform, and its status will change as it progresses through the different stages of the invoice lifecycle.

Once the customer has received and reviewed the invoice, they can approve, dispute, or reject it.

The available actions will then depend on the invoice status.

Track the progress of the invoice from transmission through to customer review. During the early stages of the lifecycle, the only available options are View Invoice and Download UBL File.

Status : Issued → Made Available → Received → Approved by Buyer

Actions: View invoice, Download the UBL

Once the buyer approves the invoice, no further actions are available until payment information is sent.

When the customer submits the Payment Sent status, the option to mark the invoice as Payment Received becomes available.

Once the invoice is marked as Payment Received, you can Publish the invoice (or Accept it for non-integrated accounts) and then Archive it.

If the customer places the invoice on hold, no actions are available. Wait for the customer to approve or reject the invoice.

If the customer disputes the invoice, the only action available from the Action menu is View Invoice.

Click View invoice and then Read more to view more details.

The details will include the reason and the proposed resolution.

Depending on the scenario, you'll be able to either create a credit note or corrective invoice.

If the customer refuses the invoice, you can only Archive it.

A UBL (Universal Business Language) file is a structured electronic invoice in XML format used by accounting systems.

The UBL file is available from the Action menu for the electronic invoice throughout its lifecycle once it has been sent.

Once the invoice has been sent, certain fields (Contact, Date, Amount, etc.) can no longer be edited and will appear greyed out.

The following message appears on the invoice: "Some fields are read-only because this electronic invoice has been sent."

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However, the categories, journal, and VAT accounts fields remain editable. These fields are used exclusively within AutoEntry and are required when publishing to Génération Expert. After any changes to these fields, the statuses "New > Modified" appear in the Status column.

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Once the invoice has been accepted (for non-integrated accounts) or published (for accounts integrated with Génération Expert), the fields can no longer be modified. You can still un-publish or un-approve if changes are required.

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