Moj e-Račun: Configuring Client Records for Electronic Invoicing

Moj e-Račun: Configuring Client Records for Electronic Invoicing

Introduction


This article explains how to configure client records in Matters.Cloud to send invoices electronically via Moj e-Račun. By following these steps, you can ensure that invoices are delivered in the correct electronic format directly to your clients once the integration is set up.

Steps to Enable Electronic Invoicing

  1. Navigate to the Clients tab in Matters.Cloud.
  2. For a new client:
    Click New > New client. In the Send invoice via field, select MOJER.
  3. For an existing client:
    Locate the client record. Click Edit and choose MOJER from the dropdown menu in the Send invoice via field.
  4. Click Submit to save the changes to the client record.


Info
Note: The MOJER option will only appear once the integration with Moj e-Račun has been completed. Please ensure the integration is set up before configuring client records.  For further information, please refer to the following article: Moj eRačun: Setting Up Your Integration.

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