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Self-billed e-invoices: reporting what your supplier will not · presentation 5 of 6 · for the whole-system operator — you run the books Read the transcript · Back to the series

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Self-billed e-invoices: reporting what your supplier will not · presentation 5 of 6

What runs for you, and what never will

You can name the work self-billing takes off your desk, say which processor does each part, tell that it ran without opening a screen…

Step 1 — Stop keying self-billed documents anywhere else

You know where the manual work actually ends.

What this step names
  1. From the moment you press Final
  2. A trigger fires
  3. It proceeds only if four things hold…
  4. The document type is one that can carry a self-billed e-invoice
  5. The skip flag is off
  6. No active queue row already exists for the same document number

Step 2 — Let the pipeline build and send the document

You can describe the whole chain to a colleague without naming a screen.

What this step names
  1. A scheduled processor assembles the e-invoice from the purchase document
  2. Your company and the supplier record
  3. Runs the mandatory-field check
  4. Either queues the document or pools it

Step 3 — Let it find a missing tax number for you

You will stop chasing registration numbers you do not need to chase.

What this step names
  1. It writes it back in three places: onto the entity record
  2. Onto the document
  3. Onto the e-invoice header

Step 4 — Let the failures come to you instead

You can stop opening the admin applet to find out whether anything went wrong.

Where this step sits
    flowchart TD
  s1["1. Stop keying self-billed documents anywhere else"]
  s2["2. Let the pipeline build and send…"]
  s3["3. Let it find a missing tax…"]
  s4["4. Let the failures come to you…"]
  s5["5. Read the verdict off the screen…"]
  s6["6. Know the three places where nothing…"]
  s7["7. Stop trusting four switches that control…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  s6 --> s7
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s4 here;

Step 5 — Read the verdict off the screen that is current

You will not be reassured by a stale one.

Screen capture pending the demo tenant

To IRB E-Invoice filtered to last month with the status column sorted, showing self-billed purchase rows beside sales rows

Step 6 — Know the three places where nothing runs

You know what your own standing habits have to cover.

Screen capture pending the demo tenant

The Individual Pool listing, with self-billed purchase rows among the sales rows and no ageing or oldest-row column anywhere on it

Step 7 — Stop trusting four switches that control nothing

You will not spend an afternoon on four settings that do not do what their names say.

What you do
  1. Send Email To Buyer, on the same tab…

NarrationSlide 1 of 8

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