How do I send an invoice or credit note to my customer?

Are you getting started with SY? Take a look at our tutorials! 

The first thing is to review the terms & conditions for invoice exchange (transmission and digitization options) offered by your customer, by following these steps:

1. Log on to the SY Portal using your account name and password
2. Click Customers
3. Click the customer in the list whose information you wish to browse
4. The "Customer Information" page is displayed
5. You can then view the transmission and digitization modes authorized by the customer:

If your customer offers several digitization modes, you must choose one before sending any invoices (See the Digitization heading)

If you use the portal to upload your invoice/credit note:

1. Log on to the portal with your username and password,
2. Click Invoices / "File an Invoice"
3. Select your customer
4. Select the issuing company or establishment if offered the option
5. Choose the file(s) (PDF or UBL 2.1) to be sent (you can also place your files directly on the "File an invoice” tile)
6. Confirm the transfer by clicking "Confirm invoice upload"

 Note: In the "Reference" field, you can enter a description of your choice to identify the upload.

If your customer allows invoices to be emailed, view the "Customer information" page to find the relevant email address for invoices:

1. Create a new message using your email system
2. Attach your PDF invoice to the email
3. Enter your customer's email address
4. Check your inbox for an "Acknowledgment" or "Rejection Notification” from SY

Invoices accepted by SY appear in the list of "Invoices being processed". 

Note: if you are a multi-company or a multi-establishment customer, you cannot send your invoices by email.

If your Client offers you Invoice Entry:

• Log on to the portal with your username and password,
• Click Invoices / Enter an Invoice
• Select your customer
• Select the issuing company or establishment if offered the option
• Click "Next"
• Fill in the input form
• Once you have done so, confirm by clicking "Confirm and send invoice"

Note: You can review the content of the invoice generated by the Portal by clicking "Preview invoice"