Send Purchase Bills / Debit Notes / Aggregated Bills to IRAS via InvoiceNow

This article explains how to send your purchase bills, debit notes, and aggregated bills to IRAS through InvoiceNow directly from Financio. This ensures your transactions are automatically reported to RIAS as part of Singapore’s digitized GST compliance process.

Purchase Bills / Debit Note Submission to IRAS

1. Open your received Purchase Bills / Debit Notes from suppliers

a) Suppliers sent Sales Invoices / Credit Notes via PEPPOL are automatically received by users as Purchase Bills / Debit Notes. Users will receive a notification in the notification bell on the top right of the screen. The system will automatically also display the record of the Purchase Bill / Debit Note into the Purchase listing.

b) Clicking on the specific notification or clicking view on the Purchase Bill / Debit Note via the Purchases Listing will open the record.

c) To finalize the Purchase Bill / Debit Note, the user needs to tie the item in their system to the record by clicking the Edit button in the item line.

d) Select the item from your system to tie to the record and update all relevant information. Click save to finalize the item line.

e) After verifying the details, the user must make the final decision to Void (Reject) / Accept the record. Only Accepted status records will be sent to IRAS via PEPPOL upon saving.

f) Clicking the evidence button on the Bill page will pop-up the InvoiceNow evidence with the full details for IRAS. The information may take 1-2 minutes to be updated from IRAS via PEPPOL.

How to view, create and send Aggregated Bills

1. To view Aggregated Bills

1. Under the Purchases sub menu, navigate to Aggregated Purchases List.
2. The Aggregated Purchases List page will show all records of Aggregated Purchases made with the detail specific columns. 
   

2. To create a new Aggregate Bill.

Note: For bills to be aggregated - when creating the regular bill, do not check the Send to IRAS checkbox in the new bill page. This is so that our system can detect that this bill has not been sent to IRAS and is able to be aggregated.  

1. Click the Add New button in the Aggregated Purchases List page OR from under the Purchases sub menu select Create New then Aggregated Bill. 
   
2. The new Aggregated Bill will show defaulted values, which user is not suggested to change. 
   
3. The user is to input the mandatory fields first – Date, Aggregated Bill No., and Reference if needed.
4. To choose bills to aggregate, click the Add New button below the table then a pop-up to select the bills to aggregate based on a date range will be shown. 
   
5. After the user has selected the range and ticked the records to aggregate, the user is to click the Aggregate button to confirm. 
   
6. To finalise the record and submit to IRAS,  tick the Send to IRAS checkbox before clicking the Save button as the final step. 
   
7. A successful toast message will be shown to the user after the Aggregated Invoice has been successfully created and submitted. 
   

How to view Aggregated Invoices / Bills InvoiceNow details.

1. After submitting a successful Aggregated Invoice / Bill, open the sent record and click on the Document information button on the top right. 
   
2. The pop-up for the InvoiceNow – Evidence will be shown to the user with all the details related to the record sent to IRAS via InvoiceNow.