Add My Invoice

Summary

In this article

• Before you begin
• Step 1: Access the "My Invoice" page
• Step 2: Add the invoice details
• Step 3: Confirm and submit the invoice
• Step 4: View and download invoice
•  Frequently Asked Questions (FAQ)

Before you begin

• Ensure you are logged into your Plumm account.
• You must have access to the My Invoice section under the Money module.
• Make sure you have the required invoice information ready (e.g., invoice number, amount, VAT number).

Step 1. Access the "My Invoice" page

1. Log in to your Plumm account.
2. Navigate to the 9-dot menu in the top navigation.
3. Select Money from the menu.
4. Click on My Invoice.

Step 2. Add the invoice details

1. Select the type of invoice (e.g., service, product).
2. Choose the invoice date.
3. Enter the invoice amount and select the correct currency.
4. Select the applicable Tax Rate.
5. Enter the Invoice Number.
6. Add a short description for reference.
7. Enter your VAT Number (if applicable).
8. Enter your Tax ID (if required).

Step 3. Confirm and submit the invoice

1. Review all the entered information.
2. Click Confirm to submit the invoice.
3. The invoice will now appear in your My Invoice section for further review or processing.

Step 4. View and download invoice

1. Click on any invoice from the list that you want to view or download.
2. A side popup will appear showing the invoice details.
3. To view the invoice, click the eye icon.
4. To download the invoice, click the download icon.

Frequently Asked Questions (FAQ)

1. Can I add multiple invoices at once?

The invoice will appear in your list for review or further actions like approval or payment.

3. Do I need to enter a VAT number?