發票類型
🏢
B2B
企業買方（含零稅率/免稅）
👤
B2C
含手機條碼／捐贈／零稅率
⚖️
B2C 混稅
多稅別混合
買方資訊 B2B
搜尋結果
零稅率資訊
品項明細
單價輸入：
搜尋結果
銷售總額（未稅）
NT$ 0
＋
總稅額
NT$ 0
＝
發票總金額（含稅）
NT$ 0
▶其他欄位（選填）關聯號碼、部門、業務人員
待匯出訂單
⚙ 開票預設設定
設定會不會因為清除 Cookie 而消失？
設定儲存在這台電腦的瀏覽器裡。清除瀏覽資料（Cookie 和網站資料）時，瀏覽器會一起清掉，任何網頁都無法阻止。可以用下面兩種方式帶回來：
① 專屬開啟網址（建議）：複製下方網址，加入瀏覽器書籤，之後都從書籤開啟工具。設定被清掉時，工具會自動從網址帶回。修改設定後請重新複製網址、更新書籤。
② 備份檔：「備份維護」匯出的備份 JSON 也包含這些設定，匯入備份就能還原。
設定儲存在這台電腦的瀏覽器裡。清除瀏覽資料（Cookie 和網站資料）時，瀏覽器會一起清掉，任何網頁都無法阻止。可以用下面兩種方式帶回來：
① 專屬開啟網址（建議）：複製下方網址，加入瀏覽器書籤，之後都從書籤開啟工具。設定被清掉時，工具會自動從網址帶回。修改設定後請重新複製網址、更新書籤。
② 備份檔：「備份維護」匯出的備份 JSON 也包含這些設定，匯入備份就能還原。
Will clearing cookies erase these settings?
Settings are stored in this computer's browser. Clearing browsing data (cookies and site data) erases them too, and no web page can prevent that. You can bring them back in two ways:
① Bookmark link (recommended): copy the link below, save it as a browser bookmark and always open the tool from it. If settings are cleared, the tool restores them from the link. After changing settings, copy the link again and update the bookmark.
② Backup file: the backup JSON exported on the Backup page also contains these settings; import it to restore them.
Settings are stored in this computer's browser. Clearing browsing data (cookies and site data) erases them too, and no web page can prevent that. You can bring them back in two ways:
① Bookmark link (recommended): copy the link below, save it as a browser bookmark and always open the tool from it. If settings are cleared, the tool restores them from the link. After changing settings, copy the link again and update the bookmark.
② Backup file: the backup JSON exported on the Backup page also contains these settings; import it to restore them.
常用客戶
常用產品
常用備註
📊 儲存空間狀態
需要備份
🗂 資料量監控
（超過建議量時請立即備份）
常用客戶
—
建議上限 5000 筆
常用產品
—
建議上限 5000 筆
待匯出訂單
—
建議上限 200 筆
⏱ 上次備份紀錄
📦 備份與還原操作
備份檔內容：常用客戶、常用產品、常用備註、賣方資訊與開票預設設定（賣方統編、小數位、編號年份、預設發票類型、含稅／未稅）、介面語系。
不含：待匯出的訂單清單（請先匯出 Excel）。建議：空間使用超過 60% 時每週備份；超過 80% 時立即備份並清除舊資料。
不含：待匯出的訂單清單（請先匯出 Excel）。建議：空間使用超過 60% 時每週備份；超過 80% 時立即備份並清除舊資料。
📋 操作說明
電子發票匯入產生工具 v14 · 點選下方主題展開說明
開立發票流程從選擇類型到匯出 Excel 的完整步驟
▼
1
選擇發票類型
🏢 B2B👤 B2C⚖️ B2C 混稅
- ·B2B：企業買方，課稅別可選應稅／零稅率／免稅。依法規 B2B 發票只能有一種課稅別
- ·B2C：消費者，可選應稅／零稅率／免稅；選零稅率時會出現通關方式與幣別欄位
- ·B2C 混稅：每個品項可個別指定應稅或免稅
2
確認基本資訊
- 📌帳單編號（必填）：自動帶入日期＋3 碼流水號，可自行修改或按 🎲 自動編號 重新產生；同一批訂單不可重複
- ·課稅別：依發票類型預設，可自行調整
- ⚙賣方統編、小數位、編號年份：在「常用設定 › 開票預設設定」設定一次即可，開票頁會顯示目前的設定
3
填寫買方資訊
🏢 B2B
- ·輸入統編後可按 驗證 確認格式
- ·輸入統編、公司名稱或客戶編號，會自動帶出常用客戶
- ·買受人名稱、手機、地址收在「▶ 更多買方資訊」，點開才顯示；有填資料時會顯示「已填 N 項」
- ·選零稅率：會出現通關方式、保稅區別、幣別、匯率
👤 B2C
- ·輸入姓名或客戶編號，會自動帶出常用客戶
- ·勾選「載具」：手機條碼
/＋7 碼，或自然人憑證 2 碼英文＋14 碼數字，會即時檢查格式 - ·勾選「捐贈發票」：填 3–7 碼數字的愛心碼
- ·選零稅率：會出現通關方式與幣別
- 💬發票備註在買方資訊卡內，下方可點選常用備註快速套用
4
輸入品項明細
- ·按 ＋ 新增品項 手動輸入，或用右上角 🔍 搜尋常用產品
- ·輸入產品代碼或產品名稱會自動帶出常用產品
- ·B2B 應稅：可切換「含稅／未稅」單價輸入，系統自動換算稅額
- ⚠品項稅別與發票課稅別不同時，會標示「稅別不符」並擋下送出
💡 智慧批次貼上：按 📋 智慧批次貼上 開啟面板，從 Excel 複製後貼上，再按 匯入品項
・第一列是標題：自動判斷，也可自己勾選
・比對常用產品：品名相同時補上產品代碼，單價空白時補上常用產品的單價
・附加／取代：取代前會先確認
・品名和單價相同的列會自動累加數量
・第一列是標題：自動判斷，也可自己勾選
・比對常用產品：品名相同時補上產品代碼，單價空白時補上常用產品的單價
・附加／取代：取代前會先確認
・品名和單價相同的列會自動累加數量
5
儲存與匯出
- ⭐按 儲存為常用客戶 或 儲存為常用產品，下次可快速帶入
- 📥按 ＋ 加入訂單清單：累積多筆後一次匯出
- ⬇按 直接匯出 Excel：立即產生這一張的檔案，表單內容保留
- 📄關聯號碼、部門、業務人員在「其他欄位」，預設收起，需要時點開
訂單清單管理待匯出的訂單，建議上限 200 筆
▼
- 📦全部匯出：按 ⬇ 匯出 Excel（全部），所有訂單合併成一個 Excel 檔
- 📄單筆匯出：訂單卡片右側按 匯出
- ✅匯出後會詢問是否已收到檔案，確認後才從清單移除；匯出失敗時訂單會保留
- 📊檔案只會包含用得到的金額欄：全部是應稅時只有 SalesAmount；有零稅率才加 ZeroTaxSalesAmount；有免稅或混稅才加 FreeTaxSalesAmount
- 🗑清除全部：清空清單，無法復原，請先確認已匯出
常用設定開票預設設定、常用客戶、常用產品、常用備註
▼
- ⚙開票預設設定：賣方統編、小數位、編號年份、預設發票類型、含稅／未稅。設定一次，每次開啟自動帶入
- 🔗專屬開啟網址：複製後加入瀏覽器書籤，之後從書籤開啟。設定被清除時會自動從網址帶回；修改設定後請重新複製
- ✎編輯：清單中每筆可按 ✎ 編輯 修改，不會產生重複資料
- 📋批次貼上：從 Excel 複製後按 📋 批次貼上，每列一筆、Tab 分隔B2B 客戶：統編、公司抬頭、客戶編號、手機、E-mail、地址、備註
B2C 客戶：第一欄以B2C-姓名開頭，後接姓名、（空）、手機、E-mail、（空）、備註
產品：品名、代碼、含稅單價、單位、備註、課稅別（選填） - 📂Excel 匯入：常用客戶可直接上傳 .xlsx／.xls
- 💬常用備註：預存常用文字（100 字內），發票備註下方可點選套用
- 🏷產品課稅別：常用產品可設定應稅／零稅率／免稅，加入品項時自動帶入
備份與資料安全定期備份，避免資料遺失
▼
- 📊儲存空間狀態：「備份維護」頁顯示使用量，超過門檻會提醒
- 📤匯出備份：按 ⬇ 匯出備份 JSON，包含常用客戶、產品、備註、賣方資訊與開票預設設定、介面語系
- 📥匯入備份：換電腦或資料被清除後，按 ⬆ 匯入備份 JSON 還原
- 🔔建議時機：定期備份；使用量超過 60% 每週備份，超過 80% 立即備份並清除舊資料
⚠️ 重要：資料儲存在這台電腦的瀏覽器裡。清除瀏覽資料（Cookie 和網站資料）會一起刪除，請定期匯出備份，並用「專屬開啟網址」書籤開啟工具。
介面概覽五個分頁的用途
▼
🧾 開立發票
輸入發票資訊
📂 訂單清單
管理待匯出的訂單
⭐ 常用設定
開票預設、客戶、產品、備註
🔒 備份維護
備份與還原
📋 操作說明
本頁面
💾 資料全程在本機處理，不會上傳到任何伺服器 ｜ 🌐 右上角「中 / EN」切換語系
📋 Help
E-Invoice Import Generator v14 · Click a topic below to expand it
Issuing an invoiceEvery step from choosing a type to exporting Excel
▼
1
Choose the invoice type
🏢 B2B👤 B2C⚖️ B2C Mixed
- ·B2B: corporate buyer. Tax type can be taxable, zero-rate or exempt. By regulation a B2B invoice may have only one tax type
- ·B2C: consumer. Taxable, zero-rate or exempt; choosing zero-rate shows the customs clearance and currency fields
- ·B2C Mixed: each item can be set to taxable or exempt individually
2
Check the basic info
- 📌Billing No. (required): filled in automatically as date + 3-digit sequence. You can edit it or click 🎲 Auto Number. It must be unique within a batch
- ·Tax type: preset by invoice type; you can change it
- ⚙Seller Tax ID, decimals, number year format: set once in "Settings › Invoice Presets"; the invoice page shows the current values
3
Fill in the buyer info
🏢 B2B
- ·After entering the Tax ID, click Verify to check it
- ·Typing a Tax ID, company name or customer no. suggests saved customers
- ·Contact name, mobile and address are under "▶ More buyer info"; when they contain data it shows "N filled"
- ·Zero-rate: customs clearance, bonded zone, currency and exchange rate appear
👤 B2C
- ·Typing a name or customer no. suggests saved customers
- ·Tick "Carrier": mobile barcode
/+ 7 characters, or citizen certificate 2 letters + 14 digits; checked as you type - ·Tick "Donate invoice": enter a 3–7 digit donation code
- ·Zero-rate: customs clearance and currency appear
- 💬Invoice remark is inside the buyer info card; click a saved remark below it to insert it
4
Enter the line items
- ·Click ＋ Add Item to type items, or search saved products with 🔍 at the top right
- ·Typing a product code or name suggests saved products
- ·B2B taxable: switch between tax-inclusive and pre-tax price input; tax is calculated automatically
- ⚠If an item's tax type differs from the invoice, it is flagged "Tax mismatch" and the invoice cannot be submitted
💡 Smart Paste：click 📋 Smart Paste to open the panel, paste from Excel, then click Import Items
・First row is a header: detected automatically; you can change it
・Match saved products: fills in the product code, and the price when it is blank
・Append / Replace: you are asked to confirm before replacing
・Rows with the same name and price are combined
・First row is a header: detected automatically; you can change it
・Match saved products: fills in the product code, and the price when it is blank
・Append / Replace: you are asked to confirm before replacing
・Rows with the same name and price are combined
5
Save and export
- ⭐Click Save as Favourite or Save as Products to reuse them next time
- 📥Click ＋ Add to Orders to collect several invoices and export them together
- ⬇Click Export Excel Now to create a file for this invoice right away; the form is kept
- 📄Related no., department and sales rep are under "Other Fields", collapsed by default
OrdersManage pending orders; recommended max 200
▼
- 📦Export all: click ⬇ Export Excel (All) to put every order in one Excel file
- 📄Export one: click Export on an order card
- ✅After exporting you are asked to confirm the file was received before orders are removed; if the export fails, orders are kept
- 📊The file only includes the amount columns needed: SalesAmount for taxable only; ZeroTaxSalesAmount when there are zero-rate orders; FreeTaxSalesAmount for exempt or mixed
- 🗑Clear all: empties the list and cannot be undone; make sure you have exported first
SettingsInvoice presets, saved customers, products and remarks
▼
- ⚙Invoice presets: seller Tax ID, decimals, number year format, default invoice type, tax-inclusive/pre-tax. Set once and applied every time the tool opens
- 🔗Bookmark link: copy it and save it as a browser bookmark, then open the tool from the bookmark. If settings are cleared they are restored from the link; re-copy it after changing settings
- ✎Edit: click Edit on any entry; no duplicates are created
- 📋Batch paste: copy from Excel and click 📋 Batch Paste; one entry per row, tab-separatedB2B customers: Tax ID, company name, customer no., mobile, e-mail, address, remark
B2C customers: first column starts withB2C-name, then name, (blank), mobile, e-mail, (blank), remark
Products: name, code, tax-inclusive price, unit, remark, tax type (optional) - 📂Excel import: saved customers can be imported from .xlsx / .xls
- 💬Saved remarks: store frequent text (max 100 chars) and click to insert it under the invoice remark
- 🏷Product tax type: saved products can be taxable, zero-rate or exempt; applied when added
Backup & data safetyBack up regularly to avoid losing data
▼
- 📊Storage status: the Backup page shows usage and warns above the thresholds
- 📤Export backup: click ⬇ Export Backup JSON. It includes saved customers, products, remarks, seller info and invoice presets, and the interface language
- 📥Import backup: after switching computers or losing data, click ⬆ Import Backup JSON to restore
- 🔔When: back up regularly; weekly above 60% usage, right away above 80% and remove old data
⚠️ Important：data is stored in this computer’s browser. Clearing browsing data (cookies and site data) deletes it. Export backups regularly and open the tool from your bookmark link.
Interface overviewWhat each of the five tabs is for
▼
🧾 New Invoice
Enter invoice details
📂 Orders
Manage pending orders
⭐ Settings
Presets, customers, products, remarks
🔒 Backup
Back up and restore
📋 Help
This page
💾 All data is processed on this computer and never uploaded ｜ 🌐 Switch language with "中 / EN" at the top right