e-Invoice Wizard

Overview:

The e-Invoice Wizard guides users through the essential setup steps after activating the e-Invoice module, including company details, e-Invoice settings, currency codes, and so on to ensure smooth.

The e-Invoice Wizard is available from version 2025.1.6.0 onward, if these setups are already completed, users can simply click "Next" until the end. The wizard will only appear once and will not show again after completion.

Scenario:

User has upgraded to the latest version and activate e-Invoice module. The e-Invoice wizard is displayed.   

Solution:
 

1. The e-Invoice wizard displays after upgraded version 2025.1.6.0 onward and 1^st time login.
   Click Next 

2. Next, update Company profile, if you see there are some columns yet to update, click Edit Profile  

System will divert to Company profile the you can edit the content from here. Click Save after you edit
 

Go back to the e-Invoice Wizard click reload.
If everything updated the click Next

3. Next, update SST Number. As this is required fields for SST Registrant
Click Yes – then update Sales Tax or Service Tax Number
 Click No – If you are not registered for SST 

 Then Click Next 

4. Select the Currency ISO Code if you do not update before.  System will display the result if you have updated before

It actually refers to Currencies Maintenance > ISO Currency Code.

 Then click Next after update

5. Update Bank Account Number. System displayed the Bank Account from Chart of Account. You can update Bank Account Number here. Then Click Next 

6. Update Payment Method. If actually updated to Payment Method Maintenance. Update the proper Payment Method.

Ignore this if you do not use Payment Method

7. You can now start updating the required e-Invoice fields for Customers (who need e-Invoices), Suppliers, and Stock Classification. Refer to the tips below if you need more details.
Customer
Supplier
Stock  

8. The e-Invoice Wizard will display one time only if you have gone through until last step and click Finish. Otherwise, it will display again every time log in.  You can click e-Invoice Wizard if you want to run the wizard again

Refer attachment for the PDF file