Set Up e-invoicing

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When you go to create your first invoice, you will be prompted to set up E-Invoicing. You can select “finish E-Invoicing Setup” or go into your Admin Tab and fill out the required information.

Step 1:

  1. Select “Admin” tab at top of the page.
  2. Select “E-Invoicing Setup.”
  3. Select “Add Legal Entity” button on upper right side of page. Enter the following:
    1. Legal Entity Name
    2. Country

Step 2:

You will only need to fill out fields with the red asterisk * and your Tax ID.

Note: If you do not want to use this address for Remit-To then you will uncheck the box and be redirected to another page to create a Remit-To address.

Step 3:

You will be redirected to a page to add in your Remit-To address. Here you will only need to fill out the fields marked with the red asterisk. Once the information is filled in, click “Save & Continue.”

Step 4:

  1. Review the Ship From address.
  2. If everything is correct, click “Next”.
  3. If you need to edit anything, click “Manage”.