Turning a commercial invoice into a structured workbook is more than copying its grand total. Buyer and seller identities, shipment references, quantities, units, descriptions, origin information, and line-level values all need to be reviewed. Auditra's E-Invoice Generator prepares a CargoX/Nafeza workbook from uploaded documents or eligible saved shipment data.

Know the output: this workflow generates an Excel workbook for the shipment-document process. It does not itself submit an Egyptian Tax Authority invoice or prove tax-system acceptance. ETA submission is a separate workflow with its own document structures and validation results. ETA's official API overview.

1. Choose where the data comes from

Open E-Invoice Generator. You can upload invoice documents, use an eligible saved shipment, or reopen an invoice from E-Invoice History. Choose a saved shipment only when it contains the invoice evidence you intend to use; an unrelated shipment's data is not a suitable starting point.

For new files, use original digital PDFs when possible. You can supply multiple invoices, but keep each commercial invoice's identity clear. Avoid presenting a freight invoice as the goods invoice. If an invoice spans pages, include all pages so line items and totals can be reconciled.

Annotated E-Invoice Generator showing upload, saved shipment, and history input options — Actual source-selection UI captured locally. 1 — new documents. 2 — eligible saved shipments. 3 — previous e-invoices. Empty lists are intentional in this isolated preview, not a view of a customer account.

2. Review the extracted fields by group

Field group	What to check before generation
Seller and buyer	Correct legal entities, addresses, registration/tax identifiers and contacts where applicable
Invoice	Number, date, currency, order reference and the intended invoice revision
Shipment	Issued ACID where required, Incoterm, and origin/destination details supported by the documents
Line items	Description, product identifiers, quantity, units, unit price, amounts and origin
Weights and charges	Which items charges apply to, unit consistency, and whether the source actually supplies a value

Keep unsupported fields blank until you have verified information. Do not infer a tax identifier from a company name, invent a product code, or assume a tariff classification solely because a description looks familiar. Have the responsible trade team confirm classifications and any relevant filing fields.

For the ACID-based workbook flow, use the genuine shipment identifier. ACID-exempt cargo should not be given a fabricated identifier to enable workbook generation. If the workflow cannot handle your shipment context, stop and confirm the appropriate route with your importer or support.

3. Use field coverage as a checklist

The review screen provides a missing-fields checklist and a field-coverage percentage. This answers “how many tracked fields have values?” It does not answer “are all values correct?” or “will the external portal accept this workbook?” A populated but wrong value still counts as filled.

Annotated invoice checklist showing field coverage and missing-field groups using fictional example data — Actual checklist component with fictional example invoice details. 1 — coverage is not accuracy. 2 — expand missing fields. 3 — distinguish required review checks from fields that apply only to some invoices.

Expand the checklist, visit the relevant review groups, and add only verified values. Some contact, product, or incidental-charge fields may not apply to your transaction. Treat a blank applicable required field differently from a blank optional field. Read preparation warnings and review arithmetic independently of the coverage indicator.

4. Reconcile quantities and totals

Illustrative example: an invoice has 10 units at USD 25 each and 5 units at USD 40 each. The merchandise subtotal is USD 450 before any documented discounts or charges. If the stated total is USD 470, determine whether a separately documented charge explains USD 20. Do not add a made-up charge merely to balance the spreadsheet.

Check whether quantity units match the prices: a price per carton cannot be applied to a quantity expressed in individual pieces without a supported conversion. Review gross and net weight units separately. For a multi-invoice shipment, check each invoice before reconciling the combined shipment totals.

5. Generate, download and inspect the workbook

Review warnings, missing fields, selected output, and the live credit amount.
Complete any declaration requested by the generation screen only after reviewing the data.
Generate and download the workbook, or use the explicitly requested email-delivery option.
Open the Excel file and confirm invoice identities, line items, units, amounts, and any remaining blanks.
Finish the required external filing or document-transfer process separately and confirm acceptance there.

A downloaded workbook may still require manual completion. Keep the original source and a record of your corrections. When you reopen a paid invoice, follow the current review screen's regeneration guidance rather than starting a duplicate paid invoice unnecessarily. History access and generation pricing are separate concepts; read the amount shown before confirming.

When something is missing

No eligible shipments: analyze and save a shipment containing the relevant invoice first, or upload the invoice directly. Missing rows: verify that all pages were supplied and that the invoice is readable. Unexpected totals: check units, discounts, and charge coverage against the source. Delivery issue: review the job status or download the available output rather than repeatedly starting new generation jobs.

Open the generator. For the surrounding shipment process, continue with the exporter's document checklist.