E-invoice provider and sale document

Clinic Management → E-invoices manages provider connection. A sale-summary PDF is not an e-invoice. The general invoice list is hidden in production navigation; use existing sale-based document/detail entries.

Connect provider

1. Choose an offered provider through Connect E-invoice Provider.
2. Enter required account/company information from your authorized provider account. User identity and company tax identity can differ.
3. Complete offered external authorization and return.
4. Check active/failed/pending connection. Pending connection is not successful document creation.
5. Complete missing billing information. If restricted, contact the authorized administrator rather than using another provider's credentials.

Create from a sale

1. Open document creation on the intended sale and verify items/totals.
2. Choose the correct customer billing profile. Check individual/corporate recipient, legal name, tax/identity and address/contact.
3. Choose offered e-invoice/e-archive and basic/commercial scenario for the actual document need; this guide does not choose legal treatment.
4. Review notes/warnings and approve. Accept additional validation only after understanding its effect.
5. Inspect state, document number and file from sale detail. Submitted, preparing and finalized differ.

Cancellation and recovery

Read reason/effect in eligible Cancel. Document cancellation is not a sale return, payment reversal or stock reversal; inspect financial correction separately.

After an uncertain response, reread existing document/provider state before creating a second document. Example: for an incorrect recipient, use correction appropriate to document state; manually editing an old PDF does not correct the e-invoice.