E-invoicing
From order to electronic invoice, all the way to the SdI
Issue the invoice from the order and send it to the SdI from the app, with the outcomes on the invoice. Your suppliers' invoices arrive in Received invoices. The XML stays downloadable and the data exports for your accountant.
Sending to the SdI
From the XML to the SdI outcome
When the channel is active for your company, sending starts from the app. You can still download the XML file if you prefer another channel.
FatturaPA XML
From the issued invoice Toitrack generates the XML file and you download it. A completeness check flags any missing data before generation and before sending.
Sending, outcomes and receipts
On the issued invoice you press «Send to SdI» and confirm. The status moves from «Sent, awaiting outcome» to «Delivered», «Issued, not delivered» or «Rejected by SdI», with the history of receipts. The outcome can take up to 5 days.
Rejection and resending
A rejected invoice is resent with the same number and date within 5 days of the rejection. After that Toitrack does not resend and points to a credit note and a new invoice. If sending does not complete you can try again.
Conditions and limits
You need the «Issue invoices and credit notes» permission and the e-invoicing module. The SdI channel opens company by company: if it is not yet active for yours, the app says so, the XML stays downloadable and activation is requested from support. Sending has a monthly limit tied to the plan, and it counts only if the SdI takes the invoice over.
Supplier invoices
Incoming invoices arrive in Toitrack
When the channel is active for your company, your suppliers' invoices arrive from the SdI. Received invoices are read-only.
Received invoices
A list with supplier, VAT number, number, date and total; in the detail, the lines and the XML file to download, which is the fiscal document. Invoices, credit notes and debit notes arrive. You need the permission to view received invoices.
Recipient code
Invoices reach the recipient code (codice destinatario) of your channel. Register it as your electronic address in the Revenue Agency's Fatture e Corrispettivi area, or give it to your suppliers. Until the first invoice arrives you find it in Received invoices, with a Copy button; if you do not see it, ask support.
Files to check
A file that cannot be read as FatturaPA, a batch of several invoices or a currency other than the euro show up as «Needs review», with the reason. The XML stays downloadable.
Accounting
CSV and JSON accounting export
Hand the data to whoever keeps your books, without re-typing it.
Neutral export
Invoices and credit notes issued in a period, with their lines, in a country-independent format: a CSV with one row per invoice line, or a JSON with nested lines.
Export for your accountant
A CSV with the documents and payments of the period, ready to hand over to your accountant with the numbers already in order.
Want to see the flow from order to invoice?
Try it free for 14 days on your real cases: from order to invoice, all the way to export.
We set up your trial account for you
For support or a tailored proposal write to us:info@toitrack.comWhatsApp +39 378 443 5327