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:
Which states has an invoice passed through?
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 eFACT appears as "User Name", it is because the eFACT service has made the change and it is an automated change.
In the " Additional information " column appears information associated with the state 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 the event that 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, together 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.
From the home page,
click on the invoice that you want to know about the statuses and data of the states that the invoice has been through and click on the " Historical " button.
A window will appear with the list of states through which this invoice has passed. In this list we will have the mandatory and non-mandatory states (necessary for the operation of the eFACT service), together with other data necessary for the monitoring of each state. Specifically we have:
- Transaction date : Instant when the status change was made
- User name : User who made the status change. If the user is e-FACT, it indicates that the status change was made automatically by the service.
- Additional information : Additional information to the status of the invoice, so that if the status is:
- Registered -> The invoice registration number will appear as additional information.
- Registered in RCF -> The accounting registration number of the invoice will appear as additional information.
- Rejected -> The reason for rejecting the invoice will appear as additional information.
