Sending Certified E-Documents to Customers or Vendors

Before you send e-documents to customers or vendors, ensure you have the following:

• You have the necessary permissions to send e-documents.

• You have completed Prerequisites of India Electronic Invoicing and the Steps to Set Up India E-Invoicing in NetSuite.

• The e-document has been certified and is ready for sending.

• An e-document package with email as the sending channel is assigned to the customer or vendor.

• Email recipients are defined for the customer or vendor.

Follow these steps to send the e-document to customers or vendors:

1. Assign the e-document package –

   Ensure the customer or vendor has an e-document package assigned with email as the sending channel.

   For information, see Creating E-Document Packages and Setting Up an Email Sending Method for E-Documents.

2. Define email recipients –

   Set up the email recipients for your customer or vendor. For information, see Defining E-Document Email Recipients

3. Send the certified e-document –

   Follow these steps:

   1. Open the transaction record containing the certified e-document.

   2. Click Send E-Document.

   3. The India Localization SuiteTax Engine SuiteApp uses the sending method specified in the transaction record.

   4. After sending, the E-Document Status field changes to Sent.

4. Confirm delivery –

   Verify that the e-document status is updated to Sent.

   The customer or vendor will receive the certified e-invoice as an email attachment at the specified recipient address.

If an e-document is not sent:

• Review the error message on the E-Document Audit Trail subtab of the transaction record.

• For a list of common errors and solutions, see India Electronic Invoice Processing Errors.

General Notices