E-Invoice Invoice automation – makes tax reporting easier.

Centralized management of incoming/outgoing invoices, automatic collection from email, and direct VAT invoice generation from orders. Connects with electronic invoice providers in Vietnam for synchronization, PDF download, payment status tracking, and support for replacement invoices.

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Table of Contents

Feature Introduction

Electronic invoicing is a key feature of GTG CRM that helps businesses manage all incoming and outgoing invoices centrally, automatically, and efficiently.

Electronic Invoice Interface

Why is Electronic Invoice Management Necessary?

In business, there are two most important concepts:

Concept Describe Invoice type
Revenue The amount of money collected from sales Output invoice (issued to the customer)
Expense The amount of money used to buy goods for resale. Input invoice (issued to you by the supplier)

GTG CRM makes generating and managing invoices incredibly easy!

Key Features

1. Managing Input Invoices

Input invoice management

Manual invoice upload

  • Drag and drop or select the invoice PDF file.
  • The system automatically identifies and extracts information.
  • Supports complex invoices with multiple products.

Automatically collected from Email

This is a special feature of GTG CRM!

  • Connect your business email to GTG CRM.
  • Enable the "Automatic invoice collection" feature.
  • The system automatically retrieves invoices from emails and imports them into the system.

Automatically collected from email

💡 Benefits: No more manually downloading invoices every month! All input invoices are neatly collected; accountants simply download them and prepare tax reports.

2. Issue Output Invoices (VAT)

GTG CRM has partnered with reputable electronic invoicing providers:

Supplier Describe
S-Invoice (Viettel) Viettel electronic invoice
MISA Accounting software and electronic invoicing

Connect with suppliers

Create invoices easily

Create a new invoice

  • Choose the appropriate invoice template.
  • Enter buyer information (name, tax identification number, address)
  • Add products/services with unit price, quantity, and tax rate.
  • Product-based discount support
  • Preview the PDF before exporting.

Preview PDF invoice

3. Replacement Invoice

When it's necessary to adjust an issued invoice (customer returns, errors, etc.):

Replacement invoice

  • Create a replacement invoice directly from the original invoice.
  • Adjust product information, quantity, and price.
  • The system automatically links to the original invoice.

4. Synchronization & Management

  • Synchronize invoices from suppliers to GTG CRM
  • Download the issued invoice PDF
  • Edit invoice information as needed.
  • Track payment status (Paid / Unpaid)

Invoice issued

Benefits for Businesses

Benefit Describe
Save time Automatically collect input invoices from email.
Centralized management All input/output invoices in one place.
Supplier Links Issue invoices directly via S-Invoice, MISA.
Easy to report Accountants can easily download and prepare tax reports.
Replacement invoice Process adjustments and refunds quickly.
Track accounts receivable Knowing the payment status of each invoice

Integration with GTG CRM

Electronic invoices are deeply integrated with other modules of GTG CRM:

  • Customer Relationship Management (CRM) : Linking invoices to customers
  • Order management : Automatically generate invoices upon order completion.
  • Report : Revenue and expense statistics by invoice

Conclude

GTG CRM's Electronic Invoice is a comprehensive solution that helps businesses:

  • ✅ Automated input invoice management
  • ✅ Easy VAT invoice issuance
  • ✅ Saves time for accountants
  • ✅ Comply with tax regulations

Experience it today!

This document is part of GTG CRM - a comprehensive customer relationship management system.

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