For customers who have e-invoice activated, the system will suggest for the invoice to be sent electronically. The following options appear in the E-invoice column under the Documents tab:

• No – do not send the invoice via operator
• Yes – send the invoice via operator
• Yes + Printout/E-mail – send the invoice via the operator and print it on paper in Monitor ERP/send via e-mail from Monitor ERP. Please note that the operator does not print a hard copy of the invoice or attach it to an e-mail. If you have selected Yes + Printout/E-mail, you can also select printing method. The default printing method is configured on the customer.

There is also a system setting – Printout/e-mail during export of e-invoice – which determines the default value under the Printing method column in Review/Approve invoice. If you select No, the invoices will be exported to the operator without being printed in Monitor ERP, and will not be attached when sent via e-mail from Monitor ERP.

Approving an invoice

1. If the invoice is to be approved, proceed by clicking Approve.
2. The Approve window opens, where you can select Approve invoices, request printout. If you select Approve invoices, print later, you must open Print invoice in order to manually send the invoices to the operator.

If you selected Approve invoices, request printout in the Review/Approve invoice procedure or Register invoice directly, the Print invoice procedure opens automatically. When you click Approve , the e-invoice is sent to the operator.

If something goes wrong with the export, a notification is shown.