To send Digital Invoices to your suppliers follow the steps:
a. Create a Sales Invoice in Busy/Tally.
b. Open AccXchange while keeping Tally and the company in Tally open. In case of Busy Company, Busy must be closed in case of Single user edition of Busy and in case of Multi User Edition Busy may remain open.
c. Go to the ‘Sales Invoice Outbox’ tab in AccXchange.
d. Select the period of which you have created Sales Invoices in Busy/Tally and want to send it to your buyer, then click on ‘Fetch Now’. Make sure to check on ‘Stop fetching Sales voucher’ while selecting the period to fetch Sales Vouchers.
e. Sales Vouchers of that particular period will be automatically fetched in AccXchange from Busy/Tally.
f. Double click on the Sales Voucher and
open it. You can verify the voucher before sending to your buyer.
After opening the Voucher, you are greeted with three options:
i. Skip - Skip means you don’t want to send this Voucher in this session and it will be fetched in next session when you want to send it.
ii. Send Now - Send Now means you want to send this Voucher now.
iii. Send Later - Send later means you want to send this Voucher at a later time.
g. Checking on ‘Don’t ask again for this party from next transaction onwards’ while sending the voucher, then all the vouchers of that particular buyer will be automatically sent to him from next transaction onwards.
h. All the voucher which are successfully sent to the buyer will be automatically flagged by ‘***’ 3 stars before the narration