Accountant
Process an invoice
Buyer
Validate an invoice
Accountant
Pay an invoice
Accountant
Generate an accounting export
Accountant
Processing an invoice
- In the "Inbox" tab, click on the "Add" button to import an invoice. The intelligent scan will automatically retrieve information from the invoice: Invoice number, date, total excl. VAT, VAT, total incl. VAT, IBAN, etc.
- Add "Valentin Bresnier" as the buyer and check the box "Ask the buyer to confirm this invoice".
- Enter the missing information (buyer, type of expense, cost center) and select the payment method.
- Once the invoice has been controlled, click on "Accounting".
Buyer
Validating an invoice
- In the "My invoices" tab, you can check that the invoice corresponds with your purchase by selecting "Invoices to be confirmed".
- Click on "Confirm invoice" to notify the accounting department that it is ready to be paid.
Accountant
Pay an invoice
- In the "Payment" tab, select the invoices to pay and click on "Prepare payment".
- Click on "Download SEPA file" to generate an XML payment file to import into your banking interface.
- You can also securely pay your invoices in one click via your payment account, with two-factor authentication.
Accountant
Generating an accounting export
- Go to Accounting Assistant to generate an accounting export, and click on Lucca France.
- Click on "Lucca Invoices", then "Generate an export". The export file with accounting entries will be ready to be downloaded and integrated into your accounting software.