Adding an Invoice from eFactura System

This guide will walk you through the process of adding an invoice from the eFactura system to your Enlivy account.

Access the Network Exchanges Dashboard

In the Enlivy app, navigate to the Network Exchanges menu and check for new invoices with a Success status that do not have an invoice attached.

Identify the Invoice Without a Document

Click on one of these invoices to open a new menu with multiple options.

You can either link an existing invoice from Enlivy to this eFactura invoice or, if the invoice hasn’t been added yet, create a new one.

In this case, click the Create New Invoice button to add it directly from eFactura.

Create a New Invoice from eFactura

After clicking the Create New Invoice button, you will be taken to a menu where you can manually add the invoice.

On the right side, you will see the details of the ANAF eFactura invoice, including company RO number, sender and receiver details, sums, taxes, and the issued date.

Fill In the Invoice Details in Enlivy

Add the data needed to add the invoice into Enlivy:

• Select the Direction: in most cases (90%), the eFactura invoice will be issued by someone else to us.
• Add the bank account used for the payment.
• Select the sending user (the company that issued the invoice).
• Select the receiving user (your company).
• Verify the invoice number to ensure it matches the eFactura invoice.
• If the invoice includes VAT, the Has Tax option should automatically be checked, but confirm it’s correct.
• Select the Issue Date: this should be automatically detected by the system, but double-check to ensure it matches the eFactura invoice.
• Select the Status as Paid, and select the date when you’ve paid the invoice.
• Make sure the Subtotal is the correct one, also make sure to add the Taxes to match the amount on the invoice.

Match Invoice Data with eFactura Details

If the Sending User is not created, click the + in order to create it:

Add a New Supplier (Sending User) If Needed

Adding an User in Enlivy:

You can choose a user role from the drop-down menu. Additionally, the app allows you to create custom user roles if needed. For now, please select Physical Goods Company from the list.

Select the correct country and locale for the supplier from the available options. Then, input the supplier’s name, email address, and phone number (if applicable). Below the contact details, provide the supplier’s full address.

In the Legal Structure(Type) field, select the appropriate legal structure for the company, which varies by country. For example, if the user is from Romania and the company is an SRL, select SRL - Societate cu răspundere limitată. Then, input the relevant fiscal information, such as the RO (CUI) and J (Reg. Commerce number).

Finally, click Save Changes at the bottom of the window to save the information.

Final Check – Taxes, Amounts & Status

Make sure that the fields of the invoice are correctly completed, including the taxes, if there are any taxes.

Save the Invoice

Click on Save Changes and the Invoice will be added to Enlivy.