When you go to create your first invoice, you will be prompted to set up E-Invoicing. You can select “finish E-Invoicing Setup” or go into your Admin Tab and fill out the required information.
Step 1:
- Select “Admin” tab at top of the page.
- Select “E-Invoicing Setup.”
- Select “Add Legal Entity” button on upper right side of page. Enter the following:
- Legal Entity Name
- Country
Step 2:
You will only need to fill out fields with the red asterisk * and your Tax ID.
Note: If you do not want to use this address for Remit-To then you will uncheck the box and be redirected to another page to create a Remit-To address.
Step 3:
You will be redirected to a page to add in your Remit-To address. Here you will only need to fill out the fields marked with the red asterisk. Once the information is filled in, click “Save & Continue.”
Step 4:
- Review the Ship From address.
- If everything is correct, click “Next”.
- If you need to edit anything, click “Manage”.