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7x24: How do I receive and process UBL invoices in 7x24?

In this article you can read which steps you need to follow in 7x24 to process UBL invoices.

Written by Jèsel Broekema
Updated over a week ago

Invoices and receipts can be automatically and in real time converted into a UBL invoice for processing in your accounting package with our universal UBL connection.

Please note: Zenvoices exports the XML file and PDF file via email. Save these locally so that you can upload them in 7x24 afterwards.

Settings:

  • After logging in at https://www.secure.7x24.nl/Inloggen.html you create a shortcut in 7x24 for 'Purchase invoice'. Go to Accounting / Entries / Enter entries / Purchase invoice and click on the icon shown below.

Usage:

  • Go to the 'Shortcuts' tab and select 'Purchase invoice'.

  • Click on 'Import UBL invoice'.

  • Select the journal where the costs should be booked.

  • Click on 'Import UBL invoice' and select the saved file.

  • Click on 'Import'.

  • Check the data. Fields such as total amount, description and VAT are filled automatically.

  • If the relation does not yet exist, it will be created automatically.

  • Click 'Next', after which the date and invoice number will be shown.

  • Enter a payment term and click 'Next'.

  • Click 'Save'.

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