e-Factura UI

From the e-Factura page of the SBS portal, you can perform the following actions:

• Upload invoices in XML format to ANAF and track their upload status.
• View the list of invoices sent by your organization to customers (outbound invoices), and download any accompanying PDF, XML, and ZIP files if available.
• Filter outbound invoices by creation date (by supplying either a single date or a custom date range)
• View the list of invoices received by your organization from suppliers (inbound invoices), and download any accompanying PDF, XML, and ZIP files.
• Filter inbound invoices by upload date (by supplying either a single date or a custom date rage)
• Search inbound and outbound invoices
• View a list of ANAF-generated messages concerning any invoices issued or received by your organization.
• In case of inbound invoices, you can send an official notification to the invoice issuer, tracked through ANAF systems.
• In case of inbound invoices, you can export invoice data (for a single or multiple invoices) to CSV
• Bulk download inbound invoices
• Bulk download outbound invoices signed by ANAF.

Before using the e-Factura service, make sure that you have created an organization and then authorized it with ANAF.

Access

You can access the e-Factura page of the portal as follows:

1. Sign in to the SBS Portal. During the sign-in process, you will be prompted to select the account, app, and tenant where you are entitled to sign in.
2. Click ro-efactura-api in the left hand-side menu.

To view or manage e-Factura for a different, account, app, or tenant, switch accounts.

To interact with the e-Factura service, you can use either the Web UI or a GraphQL interface. You can switch at any time between the two interfaces by clicking the switch displayed at the top of the page:

Upload invoices

To upload an invoice:

1. If applicable, select the organization from the drop-down list at the top of the page.

2. Click the Upload Invoice tab.

   

3. Click Select Invoice File(s) and browse for the XML file(s) to be uploaded from your local disk.

4. Click OK and be patient while all the files is validated against the ANAF validation API; this may take a few seconds for a small invoice. If there are validation errors, you will need to fix the reported validation errors in your invoice-generating system, re-create the invoice XML, and then try again.

   

5. Optionally, at this stage, you can remove any invoice from the upload batch by clicking the button. To remove all files and start the upload again, click Reset.
6. Select the invoices to be uploaded and then click Upload to ANAF. Be patient while all invoices are uploaded to ANAF; the upload outcome of each invoice is displayed as soon as it becomes available.

A successfully uploaded invoice gets the status “Uploaded to ANAF” and a unique request ID. You can use the request ID of each invoice to view its final status, which may be either REJECTED or SIGNED. Make sure to allow approximately 5 minutes from the moment when the invoice was uploaded until you check its final status. To view the final status of the invoice, click the Outbound Invoices tab and observe the Status column. Note that the most recently uploaded invoice is displayed at the top. To track the status of an invoice by its respective request ID, paste the request ID of the invoice you want to track in the Search box.

Upload invoices using GraphQL

To upload an invoice:

1. Switch to the GraphQL interface.
2. Create your invoice by running the createInvoice or createInvoiceFromXml mutation. If there are any validation errors encountered at this stage, the invoice creation fails and the errors are reported in the response. You will need to fix all validation errors before proceeding to the next step.
3. Upload the invoice by running the uploadInvoice mutation.

For examples, see the API reference to the e-Factura service.

Outbound invoices

Outbound invoices are invoices issued by your organization to customers.

To view outbound invoices:

1. If applicable, select the organization from the drop-down list at the top of the page.

2. Click the Outbound Invoices tab.

   

The invoices are ordered by their creation date, most recent first. To refresh the grid, click Refresh in the top-right corner of the grid.

By default, the following columns are available on the grid:

Column	Purpose
Invoice number	The unique number of the invoice given at creation time. Click the invoice number to display full information about the invoice, see View outbound invoice details.
Issue date	The date when the invoice was issued.
Upload date	The date and time when the invoice was uploaded to ANAF.
Request ID	The identifier of the request as generated by ANAF. A request ID is available only if there was at least one attempt to upload the invoice.
Download ID	A download identifier as generated by ANAF. A download ID is available if the invoice was accepted (SIGNED) by ANAF.
Customer TIN	The customer’s tax identification number.
Customer name	The name of the customer on the invoice.
Created at	The date and time when the invoice was created in SBS.
Payable	The invoice amount.
Status	The invoice status. See Outbound invoice status for possible values.
Download buttons	An invoice may have a PDF , an XML , and a ZIP file. If any of these file types could not be created (for example, in the event of a processing error), the icon is grayed out.

Choose grid columns

Optionally, you can customize the grid to display more or less columns.

To add an extra column on the grid:

1. Click the Column chooser button on the grid. A Column Chooser dialog box appears:

   

2. Drag the column of interest from the column chooser onto the grid.

Currently, the only extra column you can add to the grid is ID (the unique identifier of the invoice in SBS):

To remove a column from the grid:

1. Click the Column chooser button on the grid.
2. Drag a column header from the grid onto the column chooser area.

Filter outbound invoices by created date

You can filter outbound invoices by the date they were created in SBS. To do this, use the date picker available above the grid. By default, this filter is set to display all invoices starting with the 1st of the current month up to today’s date, for example:

To change the date range:

1. Click twice on any date except the first date of the currently visible range. A single date is selected.
2. Click a date previous or subsequent to the selected date to create the range.

Filter by other criteria

To filter invoices by the values displayed in the grid, click the Filter icon on the respective column header in the grid, for example:

The colour of the Filter icon on each column header denotes whether the filter is active:

Icon	Meaning
	Filter is not active
	Filter is active

Search outbound invoices

To search outbound invoices, type your search text in the Search text box available in the right-upper corner of the grid. You can use any invoice field as search term (for example, the invoice number).

Order outbound invoices by status

To order outbound invoices by their status, click the Status column of the grid. An arrow appears in the column header indicating the sort order.

View outbound invoice details

You can view the full details available for any outbound invoice by clicking the invoice number (first column on the grid), for example:

The Notifications tab displays notifications sent by the recipient of the invoice, if such exist.

The Messages tab displays the messages issued by ANAF concerning this invoice, including information messages or validation errors (if the invoice was rejected).

Outbound invoice status

The status of an outbound invoice may be one of the following:

• CREATED - the invoice has been created but not uploaded yet to ANAF. You may see this status, for example, if the invoice was created by an API call.
• UPLOADED - the invoice has been uploaded to ANAF but there is no information yet as to whether it was signed or rejected. Under normal circumstances, this status should not last more than 5 minutes. Click the Refresh button to obtain the latest status.
• SIGNED - the invoice has been accepted and signed by ANAF.
• REJECTED - the invoice has been rejected by ANAF because of validation or other errors. To view the validation errors, do any of the following:
  • click the Messages tab on the Outbound invoice dialog box
  • move the mouse cursor over the REJECTED stats on the grid to display validation errors as a tooltip
  • download the ZIP archive and open the XML file (not the XML signature file) of the respective invoice.

Quick status statistics

For a current invoice status overview, several counters with quick statistics are available, for example:

Importantly, the counters above are reported for the time period that is currently selected from the date picker.

Query outbound invoices using GraphQL

To query invoices issued by your organization to customers:

1. Switch to the GraphQL interface.
2. Run the invoices query.

An example is provided below.

query ListInvoices($organizationId:ID!, $filter:InvoicesFilter!) {
  invoices(organizationId:$organizationId, filter:$filter) {
    items {
      id
      organizationId
      invoiceNumber
      issueDate
      invoiceTypeCode
      status
      requestId
      downloadId
      messages { id, creationDate, tin, requestId, details, type }
      xmlFile { id downloadUrl }
      pdfFile { id downloadUrl }
      zipFile { id downloadUrl }
      uploadedToTestEnvironment
      accountingCustomerParty { partyName partyTaxScheme {companyID} }
      accountingSupplierParty { partyName partyTaxScheme {companyID} }
      createdAt
      external
      notifications { message createdAt }
    }
    nextToken
  }
}

Make sure to replace the input variables as applicable.

{
  "organizationId": "YOUR_ORGANIZATION_ID",
  "filter": {
      "issueDate": {
          "from": "2024-01-30",
          "to": "2024-01-30"
      }
  }
}

Inbound invoices

Inbound invoices are invoices received by your organization from suppliers.

To view inbound invoices:

1. If applicable, select the organization from the drop-down list at the top of the page.

2. Click the Inbound Invoices tab.

   

The invoices are ordered by their creation date, most recent first. To refresh the grid, click Refresh in the top-right corner of the grid.

The following columns are available:

Column	Purpose
Request ID	The identifier of the request as generated by ANAF. Click the request ID to display a dialog box with all information about the invoice, see View inbound invoice details.
Issue date	The date when the invoice was issued.
Upload date	The date and time when the invoice was uploaded to ANAF.
Invoice number	The unique number of the invoice given at creation time.
Download ID	A download identifier as generated by ANAF.
Type	The type code of the invoice. For example, 380 - Invoice, 381 - Credit note, 389 - Autofactura.
Supplier TIN	The supplier’s tax identification number.
Supplier name	The name of the supplier.
Created at	The date and time when the invoice was created.
Amount	The total invoice amount, including VAT.
Download buttons	An invoice may have a PDF , an XML , and a ZIP file. A grayed out icon indicates that the file could not be received (typically, due to processing errors). Additionally, if an invoice has attachments, a paperclip icon is displayed, enabling you to download the respective attachments.

Choose grid columns

Optionally, you can customize the grid to display more or less columns. This works in the same way as choosing grid columns for outbound invoices.

Filter inbound invoices by upload date

You can filter inbound invoices by their upload date. To do this, use the date picker available above the grid. By default, this filter is set to display all invoices where upload date starts with the 1st of the current month up to today’s date.

You can change the date range in the same way as described above for outbound invoices, see Filter outbound invoices.

Search inbound invoices

To search inbound invoices, type your search text in the Search text box available in the right-upper corner of the grid. You can use any invoice field as search term (for example, the invoice number).

View inbound invoice details

You can view the full details available for any inbound invoice by clicking the request ID of the invoice (first column on the grid).

The Notifications tab enables you to send notifications to the recipient of the invoice.

Notify invoice sender

For any inbound invoices, you can send an official text notification (tracked through ANAF systems) to the invoice issuer, as follows:

1. Click the first column on the grid to open the details dialog box of the respective invoice.
2. Click the Notifications tab.
3. Click Add .
4. Enter the text of the notification and click Send. Note that the text of the notification must not exceed 4000 characters.

For information about notifying an invoice issuer through the API, see the notifyInvoiceSender mutation of the e-Factura Service.

Export selected invoices to CSV

For inbound invoices, you can export invoice data to CSV format. You can choose to export to CSV either a single invoice or multiple invoices. After export, one CSV row will be created for each invoice line. Data that that is applicable to the whole invoice (such as invoice totals or address-related values) will be repeated for each line.

To export invoice data to CSV:

1. Select from the grid all the invoices whose data must be exported.
2. Click Export to CSV.

If you selected multiple invoices, be patient while the CSV file is being generated and the browser completes the CSV file download. The exported CSV file includes the date and time when it was created in the file name, for example 10.04.2024 11_39 - BIT Software.csv.

The CSV file contains the following values extracted from the original XML of the invoice:

Notes:

• For reference to the business term used in the “Business Term” column above, see the SR EN 16931-1+A1 standard, on which e-Factura reporting is based. The SR EN 16931-1+A1 standard can be acquired from the Romanian National Standardization Body (https://www.asro.ro).

Query inbound invoices using GraphQL

To query inbound invoices:

1. Switch to the GraphQL interface.
2. Run the inboundInvoices query.

An example is provided below.

query InboundInvoices($organizationId:ID!, $filter:InboundInvoicesFilter!) {
  inboundInvoices(organizationId:$organizationId,filter:$filter) {
    items{
      id
      invoiceNumber
      issueDate
      invoiceTypeCode
      organizationId
      status
      requestId
      downloadId
      details
      uploadDate
      xmlFile { id, downloadUrl }
      pdfFile { id, downloadUrl }
      zipFile { id, downloadUrl }
      accountingCustomerParty { partyName partyTaxScheme { companyID } }
      accountingSupplierParty { partyName partyTaxScheme { companyID } }
      receivedFromTestEnvironment
      createdAt    
      notifications { message createdAt }
    }
  }
}

Make sure to replace the input variables as applicable.

{
  "organizationId": "YOUR_ORGANIZATION_ID",
  "filter": {
      "issueDate": {
          "from": "2024-01-30",
          "to": "2024-01-30"
      }
  }
}

Export grid data to CSV

You can export all data that is currently loaded into a grid to CSV format. This feature is applicable for all grids in the SBS Portal, including the e-Factura UI.

The exported CSV file includes all data columns. Non-data columns such as those that display buttons are not included.

To export grid data to CSV:

• Click the Export grid data to CSV button in the grid header. A CSV file named after the current UI and the current date and time is generated.

Bulk download invoices

You can export (bulk download) multiple inbound or outbound invoices to a single ZIP archive. This could be useful for invoice archiving purposes, for example.

To bulk download invoices:

1. Click Inbound Invoices (or Outbound invoices) in the top bar.
2. Select the invoices you want to export. Use the calendar picker if you need to export invoices from previous months.
3. Click Download Files. Be aware that this button is enabled only if there is at least one invoice selected.

Be patient while the ZIP archive is generated. If you have selected many invoices, the export operation will take longer. A progress bar informs you of the current status while the download is in progress.

Once the download is complete, the ZIP archive is saved to a local folder, as configured in your browser settings. Alternatively, your browser may prompt you to save the ZIP archive to a directory of your choice.

The ZIP archive includes all exported invoices as folders, and is named according to the current date range selected in the UI. For example, if you exported inbound invoices from the 1st of August 2024 through 31 August 2024, the archive is named Inbound-20240801-20240831.

In case of inbound invoices, the folder of each invoice is named according to the following convention:

[Supplier Name][Request ID][Invoice Number]_[Issue date(YYYY-MM-DD)]

In case of outbound invoices, the folder of each invoice is named according to the following convention:

[Customer Name][Request ID][Invoice Number]_[Issue date(YYYY-MM-DD)]

Each invoice folder contains the following files:

• The invoice in XML format
• The invoice in PDF format
• The ZIP archive signed by ANAF
• The invoice attachment files, if such exist.