Invoicing

Service for creating and issuing invoices for payment between legal entities and entrepreneurs in Privat24 for Business

Creating a payment based on an invoice with automatically filled in details of a buyer and a seller

Try the service

Advantages of the Invoicing service

Quick

Payer - the recipient of the invoice automatically receives a push notification and clicks "Pay".

Available

There is an option to work with the invoice 24/7 both in Internet banking and in the Privat24 for Business mobile application.

Free

There are no additional fees for customers of PrivatBank - legal entities and private entrepreneurs. The fee is the same as for a regular payment.

Automated

Uploading/downloading of invoices to/from the accounting program with the Integration service.

Easy

There is an option to issue invoices online anywhere in the world. The service is available both in Internet banking and in the Privat24 for Business mobile application.

It is possible to issue invoices to payers who do not have a current account with PrivatBank by using the service.

By means of internet banking

<p>Step 1. Enter the menu: "Payments" → "Create" → "Invoice".</p> <p><a class="btn btn-secondary-round content_toggle" href="#">Other ways:</a></p> <div class="content_block" style="display: none;">     <br>     <p>&bull;  "Home" → "Create" → "Invoice";<br>     &bull; "Accounting and reports" → "Electronic document management" → "Create document" → “Invoice”;<br>     &bull; on the company's home page - "Create" → "Invoice".</p> </div>

Step 1. Enter the menu: "Payments" → "Create" → "Invoice".

Other ways:

Fill out the document.

Fill out the document.

Sign the invoice.

Sign the invoice.

An invoice has been sent to the payer with all the details and a push notification that he has received an invoice for payment. You can check the invoicing status in the "Electronic document management" menu (tab - “All”).

Detailed instructions.

By means of internet banking

  1. Step 1. Enter the menu: "Payments" → "Create" → "Invoice".

    Other ways:

  2. Fill out the document.
  3. Sign the invoice.

An invoice has been sent to the payer with all the details and a push notification that he has received an invoice for payment. You can check the invoicing status in the "Electronic document management" menu (tab - “All”).

Detailed instructions.

Enter the menu: "Payments" → "Create" → "Invoice". Fill out the document. Sign the invoice.

In the mobile application

Go to "Electronic document management" using the "Services" menu or the side menu.

Go to "Electronic document management" using the "Services" menu or the side menu.

Click "+" to open an invoice creation form according to details. All your details will be added automatically.

Click "+" to open an invoice creation form according to details. All your details will be added automatically.

Fill in the required data and click "Save" button.<br />Check the generated invoice. There is an option to edit a document or sign and send it by clicking on three dots in the upper right corner.

Fill in the required data and click "Save" button.
Check the generated invoice. There is an option to edit a document or sign and send it by clicking on three dots in the upper right corner.

Sign the invoice.<br />The document has been sent to the recipient. The recipient will receive a push notification.

Sign the invoice.
The document has been sent to the recipient. The recipient will receive a push notification.

Detailed video instructions.

In the mobile application

  1. Go to "Electronic document management" using the "Services" menu or the side menu.
  2. Click "+" to open an invoice creation form according to details. All your details will be added automatically.
  3. Fill in the required data and click "Save" button.
    Check the generated invoice. There is an option to edit a document or sign and send it by clicking on three dots in the upper right corner.
  4. Sign the invoice.
    The document has been sent to the recipient. The recipient will receive a push notification.

Detailed video instructions.

Go to "Electronic document management" using the "Services" menu or the side menu. Click "+" to open an invoice creation form according to details. All your details will be added automatically. Fill in the required data and click "Save" button.<br />Check the generated invoice. There is an option to edit a document or sign and send it by clicking on three dots in the upper right corner. Sign the invoice.<br />The document has been sent to the recipient. The recipient will receive a push notification.

How to issue an invoice by means of the Privat24 for Business in Ukraine?

By means of internet banking
In the mobile application

By means of internet banking

<p>Step 1. Enter the menu: "Payments" → "Create" → "Invoice".</p> <p><a class="btn btn-secondary-round content_toggle" href="#">Other ways:</a></p> <div class="content_block" style="display: none;">     <br>     <p>&bull;  "Home" → "Create" → "Invoice";<br>     &bull; "Accounting and reports" → "Electronic document management" → "Create document" → “Invoice”;<br>     &bull; on the company's home page - "Create" → "Invoice".</p> </div>

Step 1. Enter the menu: "Payments" → "Create" → "Invoice".

Other ways:

Fill out the document.

Fill out the document.

Sign the invoice.

Sign the invoice.

An invoice has been sent to the payer with all the details and a push notification that he has received an invoice for payment. You can check the invoicing status in the "Electronic document management" menu (tab - “All”).

Detailed instructions.

By means of internet banking

  1. Step 1. Enter the menu: "Payments" → "Create" → "Invoice".

    Other ways:

  2. Fill out the document.
  3. Sign the invoice.

An invoice has been sent to the payer with all the details and a push notification that he has received an invoice for payment. You can check the invoicing status in the "Electronic document management" menu (tab - “All”).

Detailed instructions.

Enter the menu: "Payments" → "Create" → "Invoice". Fill out the document. Sign the invoice.

By means of push notifications

Click on push notifications.

Click on push notifications.

Click on “Pay” and sign it in the Privat24 for Business mobile application.

Click on “Pay” and sign it in the Privat24 for Business mobile application.

Detailed instructions.

By means of push notifications

  1. Click on push notifications.
  2. Click on “Pay” and sign it in the Privat24 for Business mobile application.
Detailed instructions.
Click on push notifications. Click on “Pay” and sign it in the Privat24 for Business mobile application.

By means of the mobile application

It is necessary to add the "Electronic document management" shortcut once in the Privat24 for Business mobile application: click “+” on the main page → "Electronic document management" → "Save".
Open the "Electronic document management" section on the main page.

Open the "Electronic document management" section on the main page.

Select an invoice according to details.

Select an invoice according to details.

Click on the "Pay" button and sign.

Click on the "Pay" button and sign.

By means of the mobile application

It is necessary to add the "Electronic document management" shortcut once in the Privat24 for Business mobile application: click “+” on the main page → "Electronic document management" → "Save".
  1. Open the "Electronic document management" section on the main page.
  2. Select an invoice according to details.
  3. Click on the "Pay" button and sign.
Open the "Electronic document management" section on the main page. Select an invoice according to details. Click on the "Pay" button and sign.

How to honor an invoice in the Privat24 for Business mobile application?

By means of push notifications
By means of the mobile application

By means of push notifications

Click on push notifications.

Click on push notifications.

Click on “Pay” and sign it in the Privat24 for Business mobile application.

Click on “Pay” and sign it in the Privat24 for Business mobile application.

Detailed instructions.

By means of push notifications

  1. Click on push notifications.
  2. Click on “Pay” and sign it in the Privat24 for Business mobile application.
Detailed instructions.
Click on push notifications. Click on “Pay” and sign it in the Privat24 for Business mobile application.

By means of the "Electronic document management" menu

It is necessary to add "Electronic Document Management" once to the quick access menu. In order to do this, go to "Service Catalog" → "Electronic document management" and click "Connect" button.
Go to the "Accounting and reports" menu → "Electronic document management".

Go to the "Accounting and reports" menu → "Electronic document management".

Select a desired invoice and click on the "Pay" button.

Select a desired invoice and click on the "Pay" button.

Click "Payments" and sign in the "Main" → "Saved" or "All" menu.

Click "Payments" and sign in the "Main" → "Saved" or "All" menu.

Detailed instructions.

By means of the "Electronic document management" menu

It is necessary to add "Electronic Document Management" once to the quick access menu. In order to do this, go to "Service Catalog" → "Electronic document management" and click "Connect" button.
  1. Go to the "Accounting and reports" menu → "Electronic document management".
  2. Select a desired invoice and click on the "Pay" button.
  3. Click "Payments" and sign in the "Main" → "Saved" or "All" menu.
Detailed instructions.
Go to the "Accounting and reports" menu → "Electronic document management". Select a desired invoice and click on the "Pay" button. Click "Payments" and sign in the "Main" → "Saved" or "All" menu.

By means of “Home” menu

Open the "Home" → "All" menu. The filter is set for the last 7 days by default.

Open the "Home" → "All" menu. The filter is set for the last 7 days by default.

Open the incoming invoice and click “Create Payment” button.

Open the incoming invoice and click “Create Payment” button.

Select an account for payment by cashless settlement and click the "Next" button.

Select an account for payment by cashless settlement and click the "Next" button.

It is possible to sign a cashless payment  in the "Main" → "Saved" or "All" menu.

It is possible to sign a cashless payment in the "Main" → "Saved" or "All" menu.

Detailed instructions.

By means of “Home” menu

  1. Open the "Home" → "All" menu. The filter is set for the last 7 days by default.
  2. Open the incoming invoice and click “Create Payment” button.
  3. Select an account for payment by cashless settlement and click the "Next" button.
  4. It is possible to sign a cashless payment in the "Main" → "Saved" or "All" menu.
Detailed instructions.
Open the "Home" → "All" menu. The filter is set for the last 7 days by default. Open the incoming invoice and click “Create Payment” button. Select an account for payment by cashless settlement and click the "Next" button. It is possible to sign a cashless payment  in the "Main" → "Saved" or "All" menu.

Honoring an invoice in the Privat24 for Business internet banking

By means of the "Electronic document management" menu
By means of “Home” menu

By means of the "Electronic document management" menu

It is necessary to add "Electronic Document Management" once to the quick access menu. In order to do this, go to "Service Catalog" → "Electronic document management" and click "Connect" button.
Go to the "Accounting and reports" menu → "Electronic document management".

Go to the "Accounting and reports" menu → "Electronic document management".

Select a desired invoice and click on the "Pay" button.

Select a desired invoice and click on the "Pay" button.

Click "Payments" and sign in the "Main" → "Saved" or "All" menu.

Click "Payments" and sign in the "Main" → "Saved" or "All" menu.

Detailed instructions.

By means of the "Electronic document management" menu

It is necessary to add "Electronic Document Management" once to the quick access menu. In order to do this, go to "Service Catalog" → "Electronic document management" and click "Connect" button.
  1. Go to the "Accounting and reports" menu → "Electronic document management".
  2. Select a desired invoice and click on the "Pay" button.
  3. Click "Payments" and sign in the "Main" → "Saved" or "All" menu.
Detailed instructions.
Go to the "Accounting and reports" menu → "Electronic document management". Select a desired invoice and click on the "Pay" button. Click "Payments" and sign in the "Main" → "Saved" or "All" menu.

Online services of PrivatBank

Privat24 for Business

Privat24 for Business

A tool for managing finances of your business

Manage your money 24/7 anywhere in the world.

SmartID - qualified electronic signature

SmartID - qualified electronic signature

SmartID is a qualified electronic signature that is an analogue of your handwritten signature. It is stored in secure cloud storage. It fully meets the requirements of the Law of Ukraine No. 2155 "On electronic trust services".

Electronic document management (EDM)

Electronic document management (EDM)

Create and share documents online.

Registration of tax invoices in the Unified Register.

"Invoicing" in internet banking and in the Privat24 for Business mobile application.

Obtaining of information on budget settlements.

Electronic reporting

Electronic reporting

Create and send electronic reporting and tax returns to regulatory authorities.

Free for private entrepreneurs and legal entities.

Submit tax and other reports online in internet banking and the Privat24 for Business mobile application.

Integration

Integration

A free exchange module for accounting programs in the Privat24 for Business for accounting and reporting with the same capabilities as in the "Autoclient" API. Integration with Paperless.

Paperless

Paperless

Electronic document exchange for companies, entrepreneurs and individuals.

The Paperless service is available even without a PrivatBank account.

How much does the invoicing for private entrepreneurs and legal entities cost?

The service is provided to PrivatBank customers free of charge, regardless of the number of documents in order to develop electronic document management in Ukraine.

Is it possible to issue an invoice for payment to a payer - private individual?

No. The service is intended for issuing invoices for payers – legal entities or entrepreneurs.

I don't have the QES key to sign the document for a current account. What shall I do?

Create a free SmartID signature.

Is it possible to issue an invoice for legal entity/private entrepreneur without an act of completed works?

Yes of course. The act of completed works can be issued in EDM on the basis of a cashless settlement invoice in a few clicks, for example, by the fact of providing services.

Is it possible to issue an invoice before payment to a current account?

Of course. It is necessary to do so. In EDO, the invoice is also issued before payment, for example, in the case of shipment of goods. Moreover, the invoice is issued in the Invoicing service for further convenient payment.

Is it possible to issue a cashless settlement invoice without VAT?

The invoice can be issued both with VAT and without VAT, it depends on the system of taxation of counterparties, goods or services.

Is it possible to issue an invoice on a weekend?

Signing and issuing waybills and invoices on weekends is not against the law. The service works 24/7.

How to enable/disable notification of incoming invoices for payment?

Step 1. Log in to the Privat24 for Business mobile application and enter the enterprise.
Step 2. Open the side menu.
Step 3. Go to the "Settings" menu.
Step 4. Click the "Message Settings" button.
Step 5. Drag the slider next to "Notify me of incoming invoices".

After connecting, the recipient of the invoice will receive push notifications from Privat24 for Business on his/her phone.