e-Dönüştür e-Invoice: issuing e-Invoice / e-Archive invoices for sales cards and packages

If you use e-Dönüştür (BirFatura) you can issue your invoices from Piyzi. The invoice is prepared from the sales card or package; it becomes official through e-Dönüştür as an e-Invoice if the buyer is an e-Invoice taxpayer, otherwise as an e-Archive invoice.

Before you start

• You need an e-Dönüştür account. If you don't have one, sign up to e-Dönüştür first; Piyzi does not open accounts.

• From the email address registered in e-Dönüştür, write to entegrasyon@birfatura.com saying "I will use the Piyzi software" and request your API credentials (API Key and Secret Key).

• Only the business owner can set up the connection.

Connecting

1. 1

   Open Pi Store

   In Pi Store › Accounting, click the e-Dönüştür e-Invoice card.

2. 2

   Paste the API credentials

   Paste the API Key and Secret Key you received and click Connect. Piyzi verifies them with e-Dönüştür and shows your remaining credits.

3. 3

   Choose settings

   Set the credit warning threshold and whether invoices are emailed to the buyer by default.

Invoicing a sales card or a package

The Invoices card is in the right column of the sales card page and in the Summary tab of the package page. It shows the sale amount, the invoiced amount (including documents issued on Ödeal) and what is left to invoice. Open the window with Issue invoice and choose what to invoice:

• Whole amount: all lines of the sale.

• Enter amount: the amount you type is spread over the lines proportionally, keeping their VAT rates (e.g. the part that was paid).

• Select lines: tick the lines and quantities to include.

Buyer details come from the customer card; complete any missing fields in the window. A tax ID is required for a company buyer (a sole proprietorship can also use its Turkish ID); with Check you can see whether the buyer is an e-Invoice taxpayer. For an individual buyer, if the Turkish ID is left blank the invoice is issued to the final consumer.

Save draft keeps the invoice in Piyzi (you can edit or delete it). Issue invoice first shows you the amount to be invoiced and sends the invoice to e-Dönüştür once you confirm. When you enter an amount, VAT rounding can make the invoice 1 kuruş different from what you typed; the confirmation shows the real amount.

Rules

• Piyzi does not question when or for how much you invoice; you can invoice a sales card that hasn't been paid yet.

• The invoices of a sales card or package cannot exceed its sale amount.

• Services deducted from a package are not part of the sales card invoice; the package is invoiced separately.

• A line with 0% VAT needs an exemption code; issue such an invoice from the e-Dönüştür panel.

• The invoice date cannot be in the future.

• Before you edit or delete an invoice marked "Could not be sent", Piyzi asks e-Dönüştür about the document. If it was created there, the invoice is updated to "Issued" and no second invoice is issued for the same sale.

• When the Piyzi support team signs in to your account to help, they cannot issue invoices; they can only prepare drafts.

The e-Invoices screen

Accounting & Finance › e-Invoices has two tabs: Outgoing (invoices you issued from Piyzi, filtered by status, type, date and search) and Incoming (e-Invoices received by your e-Dönüştür account). You can view an invoice, open its PDF and refresh its status. With New invoice you can issue a standalone invoice not linked to a sales card or package; pick the buyer from your customers or type it in.

• Incoming invoices only reach e-Invoice taxpayers; if you use e-Archive the list is empty.

• The Invoices tab in customer details lists every invoice issued to that customer.

• You get a notification when credits fall below the warning threshold; credits are topped up in the e-Dönüştür panel.

Permissions

• Can view e-Invoices: outgoing/incoming invoices and the Invoices card.

• Can issue e-Invoices for sales cards and packages: Issue invoice, drafts, edit, delete.

• Can issue standalone e-Invoices: New invoice on the e-Invoices screen.

• All three are on in the Accountant role.