After logging in to the website, download and save the EXCEL template file for future use. Click the company information on the left side of the website, then click Add New Company, fill in the name and tax number of your company, and submit it. Open the downloaded EXCEL template, and fill in the company basic information form (except information change, it is generally unnecessary to change).
Please note that the template contains 5 tables, and the names of the tables cannot be deleted, deleted or changed. Please try not to modify the format.
Fill in the commodity information (except that the information is generally unchanged), and the unit price including tax is optional. If you fill in the tax code, you don't need to automatically bring out the abbreviations of goods and services, just fill in the correct abbreviations.
Fill in the invoice information form:
Please fill in (copy) the data into the cell data with green background.
The data in columns A-D is required, in which the unit price column contains VLOOKUP formula by default, and can also be modified manually from the data in product information bar.
Columns e, f and g are remarks. If line breaks are not needed, all comments in column E (1) should be filled in, while line breaks should be filled in (f, g, etc. ). The total number of words in the invoice shall not exceed 120 characters (2 characters for Chinese characters).
The system will automatically split the invoice intelligently according to the filled data.
After filling in the data, you can right-click the pivot table in the amount check pivot table to refresh and check whether the data of this invoicing is correct.