E-Invoices
The e-invoices module connects JoyOne to an e-invoice provider and lets your team issue e-invoices from paid receipts. JoyOne tracks the export status, lookup code, invoice number, invoice URL, and cancellation status when the provider supports it.
When To Use This Module
Use this module when you need to:
- Issue e-invoices from paid receipts.
- Track which receipts are not exported, processing, successful, failed, or cancelled.
- Export multiple invoices by selected receipts or by a date filter.
- Connect either a production provider account or a test environment.
JoyOne currently supports MatBao and MISA meInvoice. Provider options ending with “Test” are for sandbox testing only and must not be used for real invoice issuance.
Prerequisites
Before setup, prepare:
- Your e-invoice provider account.
- The tax code used for issuing invoices.
- The invoice template number and series provided by your provider.
- API credentials for your provider.
- The default tax rate your accounting team wants to apply.
If the E-Invoices module is not visible in the left menu, ask a workspace administrator to enable it in the workspace menu configuration.
Initial Setup
Open E-Invoices
Open E-Invoices from the left menu.
Open the setup form
If no provider has been configured, click Configure provider. If a provider already exists, open the Settings tab and click Edit provider.
Choose the provider
Select the environment you want to connect:
- MatBao: MatBao production environment.
- MISA meInvoice: MISA production environment.
- MatBao Test: MatBao sandbox environment.
- MISA meInvoice Test: MISA sandbox environment.
Fill invoice settings
Enter the invoice template number, invoice series, default tax rate, and API URL supplied by the provider.
Fill API credentials
For MatBao, fill MST, TDNhap, and MKhau. For MISA, fill App ID, Tax code, Username, and Password.
Save and verify the connection
Click Save. After saving, use Healthcheck to verify that JoyOne can authenticate with the provider.
Field Reference
| Field | Meaning | How to fill it |
|---|---|---|
| Provider | The provider and environment JoyOne connects to | Select a production or test environment. Use Test options only for sandbox testing. |
| Invoice type | Provider template number | For MatBao, JoyOne sends this as KHMSHDon. Test example: 1. |
| Series | Invoice symbol or series | For MatBao, JoyOne sends this as KHHDon. Test example: C26TAA. |
| Default tax rate | Tax rate applied to invoice lines generated by JoyOne | Choose KCT, 0%, 5%, 8%, or 10% based on your accounting policy. |
| API URL | Provider API base URL | Use the production URL for real issuance and the sandbox URL for testing. |
| MST | MatBao API tax code | Shown only for MatBao and MatBao Test. |
| TDNhap | MatBao API username | Shown only for MatBao and MatBao Test. |
| MKhau | MatBao API password | Shown only for MatBao and MatBao Test. |
| App ID | MISA application ID | Shown only for MISA meInvoice and MISA meInvoice Test. |
| Tax code | MISA login tax code | Shown only for MISA meInvoice and MISA meInvoice Test. |
| Username | MISA username | Shown only for MISA meInvoice and MISA meInvoice Test. |
| Password | MISA password | Shown only for MISA meInvoice and MISA meInvoice Test. |
| Loan receipt item description | Description template for loan fee invoice lines | Shown only for Credit workspaces. Supports {loanCode}, {periodStart}, {periodEnd}, and {signedAt}. |
Default Tax Rate
| Option | Meaning |
|---|---|
| KCT | Not subject to VAT |
| 0% | 0% VAT |
| 5% | 5% VAT |
| 8% | 8% VAT |
| 10% | 10% VAT |
The default tax rate is applied when JoyOne builds invoice data. Confirm the correct value with your accounting team before using production issuance.
MatBao Setup
When using MatBao, contact MatBao to get the official connection details for the customer’s business account:
- API URL for production or sandbox.
- Tax code used for API login.
- API username.
- API password.
- Invoice type.
- Invoice series.
Public information:
- MatBao website: https://matbao.in
Do not use internally shared demo or test credentials for customer setup. Each customer should receive connection details from MatBao or from their own service contract.
Issuing E-Invoices
After the provider is connected, open the Invoices tab inside E-Invoices.
Filter receipts
Use From date and To date if you want to filter by receipt payment date.
Select receipts
Tick the receipts you want to export, or use the current filter result.
Export invoices
Choose one of the available actions:
- Export on a row to export one receipt.
- Export selected to export checked receipts.
- Export by filter to export all receipts matching the current filter.
Track status
After JoyOne sends the request to the provider, the invoice can stay in Processing before it succeeds. Click Refresh to update the list.
Invoice Statuses
| Status | Meaning | What to do |
|---|---|---|
| Not exported | The receipt does not have an e-invoice yet | It can be selected for export. |
| Pending | JoyOne created the export request | Wait for the system to send it to the provider. |
| Processing | The provider is processing the invoice | Click Refresh after a short wait. |
| Success | The invoice was issued successfully | Open the invoice URL when available. |
| Failed | The provider rejected or failed the invoice | Check provider settings, invoice type, series, receipt data, or contact support. |
| Cancelled | The invoice was cancelled | Re-issue only when accounting rules allow it. |
Viewing And Cancelling
When an invoice succeeds and the provider returns a URL, JoyOne shows View on the receipt row.
To cancel an invoice, click Cancel on a successful invoice row. JoyOne sends a cancellation request to the provider with a system cancellation reason.
Invoice cancellation is an accounting-sensitive action. Cancel only after confirming the correct process with your accounting owner.
Common Issues
| Issue | Common cause | Resolution |
|---|---|---|
| Healthcheck fails | Wrong API URL, wrong API credentials, or mixed test/production environment | Check the provider option, API URL, and credentials. |
| Export fails | Wrong invoice type, wrong series, or invalid receipt data | Check Invoice type, Series, customer data, and amount. |
| Invoice stays in Processing | The provider has not returned a final result | Click Refresh after a few minutes or check the provider dashboard. |
| Loan description field is missing | The workspace is not a Credit workspace | This field is only available for Credit workspaces. |
| E-Invoices module is missing | The module is not enabled in the workspace menu | Ask an administrator to enable the module in workspace settings. |