MyInvois Portal User Guide (Chapter 2) - MyInvois Portal Home Page

Summary

The M Invis portal offers taxpayers an efficient, user-friendly interface to manage invoices. Key features include document management, submissions tracking, and invoice creation. The portal provides easy access to essential functions like viewing and managing submitted or received documents, issuing invoices, and handling credit and debit notes. Users can also access helpful resources such as user guides and FAQs. The portal's navigation bar offers quick access to profile settings, tax information, and E-invoice resources, making it a comprehensive tool for tax management.

Takeaways

• 😀 The M invis portal helps taxpayers manage their invoices efficiently with a user-friendly interface.
• 😀 Key functionalities of the portal are accessible through tabs such as Documents, New Documents, and Submissions.
• 😀 The 'Documents' tab allows users to view all submitted and received documents.
• 😀 The 'Submissions' tab focuses on managing only the submitted documents.
• 😀 The 'New Documents' tab allows users to create invoices, debit notes, credit notes, and more.
• 😀 User guides, profile management, and quick links are available to help users navigate the portal.
• 😀 The 'Learn More' section provides valuable resources, including guides, software development kits, and general E-invoice information.
• 😀 The portal’s homepage includes a navigation bar with easy access to the most important functions.
• 😀 In the top right corner, users can access a profile drop-down menu to manage their tax profile, switch taxpayers, and log out.
• 😀 The 'Quick Link' section offers fast access to frequently asked questions (FAQs), user profiles, and contact information for queries.
• 😀 The portal is designed to support smooth navigation and efficient document management for taxpayers.

Q & A

What is the purpose of the M invis portal?

The M invis portal helps taxpayers manage invoices efficiently with a user-friendly interface, providing quick access to key functionalities like documents, new documents, and submissions.

What is the difference between 'Documents' and 'Submissions' in the portal?

'Documents' allows users to view all documents that have been submitted or received, while 'Submissions' lets users manage and monitor only the documents they have submitted.

What can you do in the 'New Documents' section?

In the 'New Documents' section, users can create invoices, debit notes, credit notes, and more.

What does the 'User Guides' section provide?

The 'User Guides' section offers manuals that provide step-by-step processes on how to navigate and use various functions within the My Invoice portal.

Where can users access their submitted and received documents?

Users can access both submitted and received documents in the 'Documents' section of the portal.

What functionalities can be found in the profile drop-down menu?

In the profile drop-down menu, users can view their tax payer profiles, switch between taxpayers, and log out of the portal.

What does the 'Quick Links' section allow users to do?

The 'Quick Links' section allows users to quickly access FAQs, manage their taxpayer and user profiles, find information about e-invoices, and get contact information for queries.

How does the 'Learn More' section help users?

The 'Learn More' section provides additional resources on e-invoice, including user guides, software development kits, and both general and specific guidelines.

What is the purpose of the navigation bar in the portal?

The navigation bar gives users access to various sections of the portal, including Documents, New Documents, Submissions, and User Guides.

What types of documents can users create in the 'New Documents' section?

Users can create various types of documents, including invoices, debit notes, and credit notes in the 'New Documents' section.