How do you add the payee and reviewer when issuing a fully digitalized e-invoice?

In the electronic invoice service platform, the payee and reviewer are not required fields. If they need to be filled in, they can be entered manually in the "Remarks Information" column on the [Blue Invoice Issuance] page.

How are commodity codes assigned when issuing fully digitalized e-invoices?

On the [Blue Invoice Issuance]-[Immediate Invoicing] interface, after entering the item name, the system intelligently matches it; if there is no match, click "Select Commodity Code Yourself" to supplement the information and save it; you can also click the icon to the right of the item name to select an existing item, or add a new item through [Invoicing Information Maintenance]-[Item Information Maintenance].

How do you set up email delivery for fully digitalized e-invoices?

Two methods: 1. On the home page of [Tax Digital Account], click "Sender Email Settings" in the company name column, enter the email account, authorization code, server address, and SSL port, then save; 2. After an invoice is issued, when selecting email delivery, if it has not been set, a prompt will appear and jump to the settings page; enter the information as prompted and save.

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Save it! A summary of fully digitalized e-invoice operation guides is here!

Published: 2024-02-02 16:19

1.AtWhen issuing a fully digitalized e-invoice on the Electronic Tax Bureau, how do I add the payee and reviewer?

Answer：Hello, for VAT ordinary invoices and VAT special invoices issued in the electronic invoice service platform, the "Payee" and "Reviewer" are not required fields. If there is a need to fill them in, taxpayers can enter the "Payee" and "Reviewer" information themselves in the "Remarks Information" column on the [Blue-Letter Invoice Issuance] function page.

2.When issuing a fully digitalized e-invoice on the electronic tax bureau, how do you assign a code on the immediate invoicing interface?

Answer：①Please click in sequence [I Want to Handle Taxes]—[Invoicing Business]—[Blue-Letter Invoice Issuance]—[Issue Invoice Now] to enter the invoicing interface, enter information in the "Item Name" field, and the system will provide similar options for selection through intelligent matching.

②If there is no matching item, you can click "Select Commodity Code Yourself" at the bottom of the smart matching box. The "Select Commodity Code Yourself" interface will automatically appear on the right. After supplementing the relevant information, click "Save and Bring into Current Line" to bring the self-added information into the "Item Name" field.

③Click the dot icon to the right of "Project Name," and "Project Information Query" will pop up. On this page, you can select maintained project information; if you need to add new project information, you need to enter the [I Want to Handle Taxes] — [Invoicing Business] — [Invoicing Information Maintenance] — [Project Information Maintenance] module to add it.

Step 1:

I. I Want to Handle Taxes—Invoicing Business.

When issuing a fully digitalized e-invoice on the electronic tax bureau, how do you add the payee and reviewer?

II. Invoicing Business - Blue-letter Invoice Issuance.

When issuing a fully digitalized e-invoice on the electronic tax bureau, how do you add the payee and reviewer?

III. In the Blue-Letter Invoice Issuance module, click "Issue Now", enter information in the "Project Name" field, and the system will provide similar options for selection through intelligent matching.

When issuing a fully digitalized e-invoice on the electronic tax bureau, how do you add the payee and reviewer?

Step 2:

If there is no matching item, you can click "Select Commodity Code Yourself" at the bottom of the smart matching box. The "Select Commodity Code Yourself" interface will automatically appear on the right. After supplementing the relevant information, click "Save and Bring into Current Line" to bring the self-added information into the "Item Name" field.

Step 3:

Click the dot icon to the right of "Project Name," and "Project Information Query" will pop up. On this page, you can select maintained project information; if you need to add new project information, you need to enter:

I. I Want to Handle Taxes—Invoicing Business.

When issuing a fully digitalized e-invoice on the electronic tax bureau, how do you add the payee and reviewer?

II. Invoicing Business - Invoice Information Maintenance.

When issuing a fully digitalized e-invoice on the electronic tax bureau, how do you add the payee and reviewer?

III. Invoicing Information Maintenance—Add via the Project Information Maintenance Module.

When issuing a fully digitalized e-invoice on the electronic tax bureau, how do you add the payee and reviewer?

3.When issuing a fully digitalized e-invoice on the electronic tax bureau, how do you set email delivery information?

Answer：Hello, there are two methods for setting it up, as follows:

1. You can click the "Sender Email Settings" link in the company name column on the homepage of [I Want to Handle Taxes] — [Tax Digital Account]. The system will pop up the "Sender Email Settings" page. On this page, the taxpayer enters the "sender email account," "sender email authorization code," "sender server address," and "SSL port" information in sequence, then clicks "Save."

2. After an invoice is successfully issued, when email delivery is selected, if the relevant information has not been set, the system will prompt that the sender email has not been maintained and enter the "Sender Email Settings" screen. On this page, the taxpayer enters the "Sender Email Account", "Sender Email Authorization Code", "Sender Server Address" and "SSL Port" information in sequence, then clicks "Save".

Source: Beijing Tax

Beijing Kailing Technology Co., Ltd.——enterprise business-finance-tax digitalization solutionsService provider.

Kailing Technology provides solutions for sales management systems, procurement management systems, output invoicing systems, input invoice collection systems, imaging management systems, financial posting systems, electronic accounting archives, fully digitalized e-invoice and Leqi interfaces and other businesses according to enterprise needs, professionally and efficiently helping enterprises transform and upgrade their business-finance-tax digital management.

If you have any business-finance-tax digital transformation needs, welcome to contact us. Beijing Kailing Technology will serve you wholeheartedly.

When issuing a fully digitalized e-invoice on the electronic tax bureau, how do you add the payee and reviewer?