Q1. What transactions can I send as e-invoices?
Transaction Type | Category | Can Be Sent to Counterparty (InvoiceNow)? | Must Be Submitted to IRAS (GST InvoiceNow)? |
Sale Invoice | Supply | Yes, if contact has Peppol ID and you've been onboarded for InvoiceNow on Jaz | Yes, if tax-applicable and you have been onboarded for GST InvoiceNow on Jaz |
Customer Credit Note | Supply | Yes, if contact has Peppol ID and you've been onboarded for InvoiceNow on Jaz | Yes, if tax-applicable and you have been onboarded for GST InvoiceNow on Jaz |
Bill (Purchase Invoice) | Purchase | No, always GST InvoiceNow (IRAS) only | Yes, if tax-applicable and you have been onboarded for GST InvoiceNow on Jaz |
Purchase Credit Note | Purchase | No, always GST InvoiceNow (IRAS) only | Yes, if tax-applicable and you have been onboarded for GST InvoiceNow on Jaz |
Journals (Manual, Direct Cash In, Direct Cash Out) | Supply and/or Purchase (based on tax codes) | No, always GST InvoiceNow (IRAS) only | Yes, if tax-applicable and you have been onboarded for GST InvoiceNow on Jaz |
Q2. How do I set up a contact's Peppol ID?
Create a new contact or edit an existing contact
Click on Custom Fields
Add the contact's Peppol ID in this format: 0195:SGUEN followed by the registration number (e.g. 0195:SGUEN12345678A)
Click Save
Note: You will also need to fill in the customer's billing address line 1 to send sales invoices or customer credit notes to them successfully.
Q3. How do I create and send e-invoices?
There are three ways to do it:
Method 1: When you create the transaction
This is only valid for sales invoices or customer credit notes, to customers with a valid Peppol ID, and with a valid tax profile applied.
Create the invoice as per normal
Select a customer with a Peppol ID
Enable e-invoicing on the side bar
Save the invoice
The e-invoice will be sent to both the counterparty and IRAS.
Method 2: After you create the invoice (batch send)
This is valid for all transactions with a valid tax profile applied (sales invoice, customer credit note, bill, purchase credit note, and journal entries).
Go to Mailbox > E-invoices > Outbound > Eligible
Select the transaction(s)
Click Send E-invoices
The e-invoice(s) will be sent to the counterparty (where applicable) and IRAS.
Method 3: After you create the invoice (individual)
This is only valid for sales invoices or customer credit notes, to customers with a valid Peppol ID, and with a valid tax profile applied.
Select the transaction under Sales > Invoices / Customer Credits
Click the Mailbox icon
The e-invoice will be sent to both the counterparty and IRAS.
Q4. Which transactions are eligible to be sent as an e-invoice?
To appear in Mailbox > E-invoices > Outbound > Eligible, the transaction must fulfil:
All the following criteria:
Belongs to the organization;
Not deleted;
Status is active (i.e. not draft, void, pending approval); and
Transaction date is on or after the date they're onboarded to InvoiceNow and/or GST InvoiceNow on Jaz;
AND at least one of the following criteria:
Tax applicable (for GST InvoiceNow submissions to IRAS); or
Contact has a Peppol ID (for counterparty delivery, for sales invoices and customer credit notes only).
Q5. How do I check the status of my e-invoices?
You can check the status from Mailbox > E-invoices > Outbound > Sent. There are 3 different sections in this page:
Section | What It Shows | User Actions |
Action Needed | Submissions that failed or were rejected by the counterparty and/or IRAS | Click into the row to view the details → fix the issue → select the transaction → click "Resend" |
Completed | Transactions currently being processed or already completed | View status and delivery details by clicking a row |
Inactive | Transactions that were previously submitted but have since been voided or deleted | View only, no actions available |
Q6. What do the different submission statuses mean?
Status | Shown in Section | What It Means |
Sent | Completed | Sent to counterparty and/or IRAS, waiting for their response(s) |
Accepted | Completed | Counterparty has accepted the e-invoice and/or IRAS has accepted the submission |
Rejected | Action Needed | Counterparty has rejected the e-invoice and/or IRAS has rejected the submission |
Failed | Action Needed | Delivery to counterparty / submission to IRAS failed |
To Resend | Action Needed | Underlying transaction was edited after submission |
Voided | Inactive | Underlying transaction was deleted or voided after submission |
Multiple is shown when the counterparty delivery and IRAS submission statuses are different, for transactions that are sent to both parties. Hover over the status or click into the row to see the details.
Note that transactions that failed counterparty delivery will not be sent to IRAS (applicable to sales invoices or customer credit notes for contacts with a Peppol ID).
Q7. How do I submit point-of-sale (POS) transactions or petty cash purchases to IRAS through GST InvoiceNow?
POS and petty cash purchases can be aggregated and submitted as journal entries. Refer to Method 2 under Q3. How do I create and send e-invoices? for steps.
Q8. How are journal entries submitted to IRAS through GST InvoiceNow?
Journal entries can be submitted to IRAS as e-invoices if they fulfil the criteria listed under Q4. Which transactions are eligible to be sent as an e-invoice?
They will be automatically classified into supply or purchase transactions, or split into supply or purchase transactions, based on the following:
Journal Entries Have | Classification | IRAS Document Type |
Supply-side tax codes only | Supply | POS/STI Invoice |
Purchase-side tax codes only | Purchase | PCP Invoice |
Both supply and purchase tax codes | Mixed, automatically split into two independent rows in the Eligible tab, with their own submission statuses | One POS/STI Invoice + one PCP Invoice |
No tax codes | Not eligible, will not be submitted to IRAS | Not applicable |