How to manually communicate sets

Registering manually obtained sets codes is very simple.

Follow the steps:

1. In the Client Area, go to the Settings menu, select Documents and click on Document sets.

Moloni ON side menu with the Settings, Documents and Document sets path highlighted

2. Click on the document set you want to communicate. If you don't have the document set created, click the Create button.

Document sets screen with the document set row highlighted

3. Go to the Document type configuration tab.

Edit document set screen with the Document type configuration tab highlighted

4. On this page, you must select the type of document you intend to communicate. To do this, click on the Document types field and select the desired option.

Document type configuration tab with the Document types field highlighted

5. According to the selected document type, fill in the Initial number and Starting date fields.

Invoice document type row with the Initial number and Starting date fields highlighted

If you wish, you can edit these fields by entering the initial number and selecting the expected start date of its use, as registered with the TA.

6. Simply insert the validation code provided by the TA into the Validation code (TA) field.

Invoice document type row with the Validation code (TA) field highlighted

7. Click on Save.

Edit document set screen with the Save button highlighted

The communication has been successfully completed and the document set registered.

Important:

When performing the process manually, you must pay attention to the code inserted, as an incorrect code will cause problems in the communication with the TA.

The communication was not successfully completed. Possible causes:

Incorrect code insertion;
Momentary communication failure with the TA.

Reading this guide does not dispense with consulting the documentation provided by the TA. For more information, please consult this link.