Introduction

When using foreign entities in TRAEDE, it’s often necessary to configure consolidated invoices to meet legal and customs requirements for international sales. This guide walks you through how to configure the invoice footer, set up number prefixes by country, and ensure everything is ready for export documentation.

⚠️ The setup can vary depending on country and logistics setup. We strongly recommend consulting TRAEDE support, your customs advisor, and transport provider before finalizing the document settings.

Step 1: Set up the consolidated invoice document

1. Go to Settings > Documents.

2. Select or create the Consolidated invoice document type.

Add a footer

• The most critical part is the footer, which should include all legally required customs or transport info.

• You can use TRAEDE variables (ask support for available variables).

• Example usage: company info, customs references, or incoterms.

✍️ Consult with TRAEDE support to format your footer using the aggregate product table, which enables product data summaries.

Step 2: Set up number series prefix rules

Once your document template is created, define prefixes for consolidated invoice numbers by country.

1. Go to Settings > Sales settings.

2. Scroll to Consolidated number prefix.

3. Click Add new rule.

Fill in the rule:

• Order type: Choose either B2B or B2C.

• Country: Select the destination country (e.g. Norway, United Kingdom).

• Address: Choose the foreign entity that applies.

• Prefix: Add a country-specific prefix.

Example:

• For Norway: NO-1000

• For Great Britain: GB-1000

This setup will result in invoice numbering like:

• NO-1000, NO-1001, NO-1002, etc. for Norway

• GB-1000, GB-1001, etc. for Great Britain

Step 3: Finalize and view consolidated invoices

Once everything is configured:

• Any new consolidated invoice created for a foreign entity will:

  • Use the correct document layout

  • Include your customized footer

  • Follow the numbering prefix for that country

View and manage invoices:

• Go to Invoices > Consolidated invoices

• Click Open PDF to view the invoice

• Use Close to finalize and number it