From the list of invoices, click on the icon next to the status of the invoice we can access the invoice detail and perform different actions on an invoice: change its status, download it and view attachments if it has any.
If we click on to see the invoice details:
To understand the functions of an invoice detail:
The e-FACT foresees the following states to adapt to the regulations:
If we go to the details of an invoice, and click on the " Historical " button, you can consult the evolution of the states through which the invoice has passed.
In the "Transaction Date" column appears the date on which the status change occurred.
In the "User name" column appears the name of the user who carried out the status change. If e-FACT appears as "User Name", it is because the e-FACT service has made the change and it is an automated change.
In the " Additional information " column appears information associated with the status of the invoice, which has been reported by the user who made the change. For example, in the state of " Registered in RCF " the accounting registration number with which the invoice has been registered in the RCF will appear; in case the invoice is " Rejected ", the reason for the rejection will appear, and in the case of " Registered ", we will have the entry registration number in the body of the invoice.
In the table below there is a summary of the status changes that an invoice can have in the Receiver's Portal:
However, the "Change status" button will show you the following statuses that the invoice can be in.
From the home page, click on the invoice you want to reject
and on the invoice detail page, click on the " Change status " button and select the "Reject invoice" action. A window will open to inform the reason for the rejection of the invoice.
Once the new status of the invoice is confirmed, along with the reason for the rejection, the issuer of the invoice will be informed of the new status.
From the initial page, click on the invoice you want to register in RCF,
and on the invoice detail page, click on the " Change status " button and select the "Register invoice in RCF" action. A window will open to inform the number of the invoice.
Once the new status of the invoice is confirmed, along with the accounting number assigned to the invoice, the issuer of the invoice will be informed of the new status and the assigned RCF number.
Remember that an accounting registration number can only be assigned to the invoice if it is in the "Registered" state.
From the home page, click on the invoice you want to reject,
and on the invoice detail page, click on the " Change status " button and select the "Invoice paid" action.
Once the new status of the invoice is confirmed, the issuer will be informed of the new status of the invoice.
Yes, but the invoices must be in the state "Registered in RCF" or "Accounted payment obligation".
If we remember the mandatory states of an invoice, we see that we cannot go from the state of “Registered” to “Registered in RCF” en masse because we have to assign the registration number in the RCF to each invoice, a one.
Instead, invoices that are already in the state:
- "Registered in RCF", they can go to the status "Accounted for the payment obligation"
- "Accounted for the payment obligation", they can go to the "Paid" state
For example, we can select these three invoices
And change your status to “Accounted payment obligation”, at the same time, by clicking on “Change status”, and selecting status to “Accounted payment obligation”:
And the three invoices will remain in this state
We will not be able to progress to another status if the selected invoices do not all have the same status, such as:
With this new button, the status of an invoice can also be changed from the main screen. Just select it and choose its new status from the "Change status" button.