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E-Invoices

Sent electronic sales invoices for Egyptian Tax Authority (ETA) compliance. Lifecycle, Actions menu rules, and denial tooltips are driven by the shared EtaActionPolicy (same rules on API and UI).

For the full status/action matrix and diagrams, see ETA Document Flow and the hub Target Document Flow.

#Lifecycle at a glance

flowchart LR
  Draft --> Validated
  Draft --> Submitted
  Validated --> Submitted
  Submitted --> Valid
  Submitted --> Invalid
  Invalid --> Draft
  Valid --> Cancelled
  Valid --> CreditNote[Credit note]
Status What you can do
Draft / Validated / Invalid Edit, Delete, Validate, Submit, Duplicate
Submitted / Valid / Rejected / Cancelled Content locked; Sync / PDF when UUID exists
Valid Cancel On Eta (within window), Create Credit Note (if not fully credited), Decline Rejection when a rejection is pending

#Actions menu (sent invoices)

Menu label Policy action Notes
Edit / Delete / Line Items Edit / Delete / EditLines Locked once submitted to ETA
Validate Validate Same gate as Submit
Submit Submit Resubmit from Invalid
Sync Status SyncStatus Needs ETA UUID
Cancel On Eta Cancel Issuer only; Valid + window
Decline Rejection DeclineRejection Issuer answers recipient reject
Create Credit Note IssueCreditNote No cancel-window deadline
Duplicate Duplicate Always allowed
Eta Pdf / local Pdf DownloadEtaPdf Needs UUID for ETA PDF

Disabled items stay visible with a localized reason (for example Action Denied Locked By Eta).

#After every action

  1. API enforces the transition.
  2. Grid reloads (ReloadDataAsync).
  3. Open composer refetches the invoice.
  4. Status chip and Actions menu re-evaluate immediately.

#Issuer setup

Configure ETA connection and issuer identity in System Configuration / E-Invoices settings before production submit. Validate with a pilot set of documents.

#Troubleshooting

Issue Resolution
Submit disabled Status already submitted/valid/reversed, or document is received-side
Cancel disabled Not Valid, window closed, or cancellation/rejection already pending
Decline Rejection disabled No pending rejection, already declined, wrong side, or decline window closed
Sync / PDF disabled Document has no ETA UUID yet

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