e-invoicing

Paperless - Chile

Document archiving

Approved documents are stored in the Backoffice and remain accessible in Document Management. Work orders can be moved to a historical log after processing is complete.

In Paperless, archiving works at two levels:

Document level

Commercially approved documents are stored in the Backoffice and remain accessible in Document Management indefinitely.

Work order level

Completed work orders can be moved to the historical log to keep the active list clean.

According to the Servicio de Impuestos Internos (SII) regulations, electronic XML files must be kept for six years. Paperless stores all documents electronically, eliminating the need to keep paper copies.

Send a work order to the historical log

You must have the generator profile to complete this task.

Only work orders that have been generated and submitted to the SII (or stored, if it is a receipt) can be moved to the historical log.

  1. Go to Ambiente de Facturación > Facturación Masiva > Bitácora.
  2. Click the work order number you want to archive.
  3. Click the Enviar a Histórico icon in the toolbar.