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- On the customer card, select Eligible Chorus: the customer’s document sending profile becomes CHORUS.
- In the Structure FastTab, fill in the Chorus Id Structure (the customer’s SIRET by default), then choose the AssistEdit to retrieve the structure from Chorus Pro.
- Information Required shows whether the structure requires a service or a legal commitment. Then fill in the Chorus Id Service and the Legal Commitment No., with the AssistEdit if needed.
¶ Create and send the invoice
- Create the customer’s invoice or credit memo: the structure, service and commitment are copied. Complete them if needed.
- Choose Post and Send: the invoice is posted and submitted to Chorus Pro.
If the invoice wasn’t sent when posting, open it in the posted sales invoices and choose Send.