Preparation before invoicing: First, the company needs to go to the tax bureau to open the electronic invoice business and get a certain number of electronic invoices. The tax bureau will let you register the 5 1 platform, consult the relevant personnel of the billing software, and they will also help you install the 5 1 platform remotely.
You can also open the electronic invoice business in the electronic tax bureau (online processing), and then select I want to do tax-invoice use-VAT invoice verification and adjustment (check your electronic invoice number and maximum limit here before entering the next step)-electronic invoice collection (just fill in your approved number here).
1, electronic invoice:
After installing the 5 1 platform, there are two shortcuts on the desktop, one is billing software, and the other is related to electronic invoices. The actual billing is on the billing software.
The invoicing method is the same as that of ordinary invoice, that is, two columns will pop up when filling in the invoice, one is the ordinary VAT invoice and the other is the electronic VAT invoice. Select the electronic invoice, then fill in the information such as the tax number in the invoice header, and finally click Save. (Ordinary paper invoices are printed by clicking, and electronic invoices have no print button. Click Save in the corresponding location. )
2. Delivery of electronic invoices to customers:
Close the invoicing software, and open the related software of e-Invoice 5 1 platform. The electronic invoice opened in the invoicing software will be automatically saved in the related software of this 5 1 platform. There is an operation bar on the right. Find the corresponding invoice, click invoice delivery, and a QR code will appear. You can scan the QR code with WeChat, and then click in to see your invoice. Click in the invoice and click Preview to preview the invoice. Below the preview, send it to the mailbox, fill in the customer's mailbox that needs to be delivered, and the pdf file of the invoice will be sent to the customer through the mailbox, and the customer can print it out by himself.
In addition, for the invoice query on the 5 1 platform, just click the triangle below and send it to the mailbox. Although both can be downloaded to the invoice, the contents of the mail are different. In fact, the delivery bar is the following one, and the status bar will show delivered. In fact, in other ways, what has been generated has actually been delivered.
There are three delivery methods for electronic invoices.
1. Click the triangle below 5 1 invoice query and send it to the customer's mailbox. The customer received an email with a pdf link. (After this operation is completed, it will change from generated to delivered. )
2. Scan the QR code through WeChat, find the invoice, enter the preview and send it to the customer's mailbox. The customer received an email with a pdf attachment.
3. Through the invoice code, etc. , directly enter the invoice related information on the web version 5 1 platform, automatically obtain the invoice, and click the invoice to send it to the mailbox.
PS: Method 1 and Method 3 can be used without scanning QR code and mobile phone. When the mobile phone scan does not show, you can use the methods of 1 and 3.