Sending and Tracking E-invoices to Customers

ZoneCapture lets you send e-invoices to customers manually or automatically, and provides status tracking so you can confirm whether documents were delivered.

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Sending an e-invoice

You can send an e-invoice to a customer in 2 ways:

• Manually: Click Send E-Document after saving an invoice. This button only appears if you've set up the customer for e-invoicing.
• Automatically: Select the Automatically Send E-Documents checkbox on the customer record. For e-invoices to send successfully, make sure you've completed the general configuration correctly, as described in Setting Up the ZoneCapture Subsidiary Configuration Record.

Important (Ecosio only): If you click Send E-Document on a transaction whose recipient country isn't currently supported, ZoneCapture shows a popup titled "Sending Not Supported" instead of sending the document, with the message: "Sending e-documents is currently not supported for the recipient country: [country]."

After ZoneCapture sends an e-invoice, it retrieves status notifications regularly and displays them on the invoice record under the Sent E-documents Attempts and E-invoice API Notifications sublists. Monitor these notifications to confirm whether ZoneCapture delivered your documents. You can also include these notifications in a saved search and display them on your dashboard.

Tracking the status of e-invoices

To get an overview of the e-invoices you've sent, navigate to the dashboard portlet:

The portlet only displays an e-invoicing section when at least 1 record exists in the related saved search. For example, if you have no failed e-invoices, ZoneCapture hides that section.

When you click a section, such as Sent E-invoices, ZoneCapture opens the saved search listing the records with more detail:

You can also view details for each invoice record under the Billing subtab: