E-invoices can be sent directly from CSI Lawyer by utilizing the Maventa e-invoicing service. Alternatively, you can manually create the invoicing material and send it to any other operator who delivers e-invoices to customers.
 

Sending e-invoices from CSI to Maventa

1. Go to the Financial Management > Invoices list, select the invoice and Send Electronic Invoice on the ribbon.
2. The system forms the invoice material that automatically goes to Maventa.
3. The invoice status changes to “sent”, the invoice gets a print date, and the system saves it as a PDF and XML file to the Notes tab of the invoice.
   • In the invoice lists, a green dot indicates that the invoice has been sent.
4. The e-invoice material and the PDF invoice will be sent to Maventa. The PDF invoice will include the information you have chosen to show in the invoice printing parameter. If the parameter “Allow sending invoice rows to Maventa” is activated in the business unit parameters, all invoice rows will be included in the e-invoice material, regardless of what you’ve chosen to show on the PDF invoice. If the parameter is deactivated, only total information of the invoice rows will be included in the e-invoice material.
5. You can also send attachments with an e-invoice by adding them to the invoice with the E-Invoice Attachments function. The attachments will also be saved in the invoice-related notes.
   • The invoice attachments are also included when creating invoice material.
   • The acceptable attachment formats are jpg, jpeg, png, and pdf. If the attachment does not comply with the EU e-invoicing standard, the e-invoice will be marked as EU non-compliant.

Before sending an e-invoice, you can preview it in the Invoice Print Parameters window by selecting the Preview button.

A system administrator can also make invoice preview mandatory to ensure that e-invoices are not sent to customers with unnecessary or incorrect itemizations. This setting can be enabled in the office parameters by activating the Require invoice preview before sending parameter. When invoice preview is mandatory, an e-invoice can only be sent after it has been previewed. Please note that the preview function is not available when sending e-invoices in bulk.
 

Sending e-invoices as invoice data through another operator

To send e-invoices to customers through other operators than Maventa, do as follows: 

1. First fill in the e-invoicing information (e-invoicing address and operator code) to your business unit in the settings.
2. Add e-invoicing address and operator code also to customers you wish to e-invoice.
3. Ensure that a plugin which enables creation of e-invoicing material has been added to your software. The supported material formats are Finvoice, Peppol, TeAppsXML and Estonian e-invoicing format.
4. Next, go to the Financial Management > Invoices folder.
5. Select Create Invoice Material on the ribbon and define the way you wish to create the material.
   
   • From Invoice Date, if you want to create the invoicing material of all invoices from a specific period
   • From Selected Invoices, if you just want to pick one or multiple invoices to be included into the invoicing material.
6. In the next window, define the purpose of the material (Invoicing), the content of the material (current/original invoice or payment demand), its material type and the folder where the material should be saved.
   • If you are creating a material containing invoices which already has been sent, select ”Include transferred”. Otherwise, those invoices will result in an error.
   • The window displays the selected invoices and their total:
7. Confirm your selections with OK.
   • The created material is saved as a file to the selected path, and you can send it to your e-invoicing operator.
   • The software adds to the invoice a note about sending it as an e-invoice and attaches to it the invoice material as an XML file.
   • The invoice status in the invoice list is changed to “sent”.