> ## Documentation Index
> Fetch the complete documentation index at: https://jinshuju-20a27453.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# 通过金数据实现自助开票

> 金数据可以与票税通系统无缝连接，实现销售、库存，自助开发票（开具与管理你的销项发票，兼容多种开票方式，支持全票种单张、批量开具，红冲作废发票等功能）等业务的一体化管理，提高供应链协同效率。

## 发票通是什么？

全面数字化的电子发票（简称数电发票，原称全电发票）是与纸质发票具有同等法律效力的全新发票，不以纸质形式存在，不用介质支撑，无须申请领用，无须发票验旧及申请增版增量。

伴随着全面数字化的电子发票（数电发票）开票试点全面加速落地，企业将会越来越多的开具和收到数电发票，集简云发票通便是基于此背景下，面向用户提供发票开具，收票用票等功能。

既支持税盘用户，也支持全电用户。

<img src="https://mintcdn.com/jinshuju-20a27453/2oyR2BIOm5t2CHNt/v4/attachments/5N5fKEb7bWLPkvxjPwrakQwT.png?fit=max&auto=format&n=2oyR2BIOm5t2CHNt&q=85&s=66931d11ca09f148a78aa2fc78079460" alt="" width="727" height="404" data-path="v4/attachments/5N5fKEb7bWLPkvxjPwrakQwT.png" />

***

## 实现自主开票的步骤

### 一、在金数据创建收款表单根据实际需求添加对应的字段

* 商品「配图商品/无图商品/纯金额」

* 发票类型「电子发票/纸质发票」

* 电子发票需要填写的开票信息+邮箱

* 纸质发票需要填写的开票信息+收件地址

* 添加几个单行文本设置隐藏，用来接收开好发票后的数据回传，「开票税号+代码+开票日期」

点击查看 [示例表单](https://jinshuju.net/f/eh53ir)

***

### 二、注册 [集简云](https://www.jijyun.cn/) 账户

根据文档要求：[点此了解详情](https://www.jijyun.cn/help/detail/1477)，开通【发票通】使用权限，配置后台。

集简云票税通税盘用户的安装流程步骤：

<img src="https://mintcdn.com/jinshuju-20a27453/6_cw5VCgAXk0lmwc/v4/attachments/jbMExCGMB7d6fJTkY7K1g7HQ.png?fit=max&auto=format&n=6_cw5VCgAXk0lmwc&q=85&s=1e5eef462e1b929faa8075f1b3546b55" alt="" width="1826" height="580" data-path="v4/attachments/jbMExCGMB7d6fJTkY7K1g7HQ.png" />

在集简云中创建新流程：

<img src="https://mintcdn.com/jinshuju-20a27453/qCEgiy_WXHXKMNNA/v4/attachments/uhTCovtvdy3TodQNTktGi9jo.png?fit=max&auto=format&n=qCEgiy_WXHXKMNNA&q=85&s=87acb9306b45d3de6261449025febb70" alt="" width="1280" height="639" data-path="v4/attachments/uhTCovtvdy3TodQNTktGi9jo.png" />

**1. 选择金数据—配置账户**

<img src="https://mintcdn.com/jinshuju-20a27453/HTQ0GlyiuT1J8jK-/v4/attachments/DFnPPipQcJ2NWpp4roBLxQMb.png?fit=max&auto=format&n=HTQ0GlyiuT1J8jK-&q=85&s=aed212ccd89021d0ccfc76e093c4d7c4" alt="" width="1280" height="697" data-path="v4/attachments/DFnPPipQcJ2NWpp4roBLxQMb.png" />

<img src="https://mintcdn.com/jinshuju-20a27453/lpVaY_eqU8NMCSd_/v4/attachments/GXirFHVKPLWM5eMAM5A5jeEp.png?fit=max&auto=format&n=lpVaY_eqU8NMCSd_&q=85&s=aecb774dbb15d8f3124e100a21d22301" alt="" width="1528" height="1000" data-path="v4/attachments/GXirFHVKPLWM5eMAM5A5jeEp.png" />

保存进入下一步，添加金数据账户信息。

登陆金数据，每个账号（以及企业版套餐中的子账号），都可以在「个人中心」中，[获取自己账号的 API Key 和 API Secret](https://jinshuju.net/profile/api) 。

* PC 进入金数据后台系统

* 右上角头像 -> 「个人中心」

* 「API」

* 如果是第一次访问，点击 「开启 API 访问」

个人级别的 API，只可以访问对应账号创建的表单，以及相应的数据。

<img src="https://mintcdn.com/jinshuju-20a27453/X18vV3Z9k0qaYLxP/v4/attachments/xnGMzZw7TAKGcRtWtJ7THMg1.png?fit=max&auto=format&n=X18vV3Z9k0qaYLxP&q=85&s=ed4c75edb11d39fa85e99e7498a8bf3a" alt="" width="2000" height="848" data-path="v4/attachments/xnGMzZw7TAKGcRtWtJ7THMg1.png" />

金数据企业版套餐，除了个人 API 外，还可以使用「企业级别 API」。

* 企业管理员，在 PC 进入金数据后台系统

* 「系统设置」

* [「企业 API」](https://jinshuju.net/system/api_licence)

* 如果是第一次访问，点击 「开启 API 访问」

企业级别 API，可以访问整个企业所有的表单和数据。

<img src="https://mintcdn.com/jinshuju-20a27453/qtDc4FILJgM3Fpd4/v4/attachments/34Ps513WMH7ikqefeLyNJ8do.png?fit=max&auto=format&n=qtDc4FILJgM3Fpd4&q=85&s=9db3830e797f9a532d945499f5d1fac7" alt="" width="1280" height="666" data-path="v4/attachments/34Ps513WMH7ikqefeLyNJ8do.png" />

<img src="https://mintcdn.com/jinshuju-20a27453/UALSXHp7IDYL3WYs/v4/attachments/fg767ghLvtiXZ3rgZvUqcTwX.png?fit=max&auto=format&n=UALSXHp7IDYL3WYs&q=85&s=c5117ee3abdaf49cdc474f573e737c7d" alt="" width="1280" height="667" data-path="v4/attachments/fg767ghLvtiXZ3rgZvUqcTwX.png" />

设置好账户保存下一步，选择账户内的表单。

<img src="https://mintcdn.com/jinshuju-20a27453/2oyR2BIOm5t2CHNt/v4/attachments/5CCnYutVzV3LJaqFyUAR33bz.png?fit=max&auto=format&n=2oyR2BIOm5t2CHNt&q=85&s=98ea076a88e35037fc31c586e883b814" alt="" width="1280" height="717" data-path="v4/attachments/5CCnYutVzV3LJaqFyUAR33bz.png" />

<img src="https://mintcdn.com/jinshuju-20a27453/SPiIrK1JjUgg13q0/v4/attachments/QgVYCyTF6NuJv8816M4uq4WJ.png?fit=max&auto=format&n=SPiIrK1JjUgg13q0&q=85&s=c7160f9752bc3462eb41f201314ddf40" alt="" width="1280" height="858" data-path="v4/attachments/QgVYCyTF6NuJv8816M4uq4WJ.png" />

<img src="https://mintcdn.com/jinshuju-20a27453/SPiIrK1JjUgg13q0/v4/attachments/PtckuFk2Rs6MCNJpVgfqBCPe.png?fit=max&auto=format&n=SPiIrK1JjUgg13q0&q=85&s=c9dafe2af12d984957e735b093d379cb" alt="" width="1280" height="796" data-path="v4/attachments/PtckuFk2Rs6MCNJpVgfqBCPe.png" />

<img src="https://mintcdn.com/jinshuju-20a27453/BxJ_garRQsmARlw6/v4/attachments/bazfdbonAUwQL8AgHDMZWxMY.png?fit=max&auto=format&n=BxJ_garRQsmARlw6&q=85&s=e6a038decf7f916ffa7b8934d98b5093" alt="" width="1280" height="720" data-path="v4/attachments/bazfdbonAUwQL8AgHDMZWxMY.png" />

**2. 创建执行动作二字段查询**

<img src="https://mintcdn.com/jinshuju-20a27453/lpVaY_eqU8NMCSd_/v4/attachments/KEsDWdtyM1j5ewxPZ8nt2WLN.png?fit=max&auto=format&n=lpVaY_eqU8NMCSd_&q=85&s=572ac1025d2baab53bf1956d28d34c4e" alt="" width="1560" height="1000" data-path="v4/attachments/KEsDWdtyM1j5ewxPZ8nt2WLN.png" />

<img src="https://mintcdn.com/jinshuju-20a27453/lpVaY_eqU8NMCSd_/v4/attachments/K2WfoYFsnxRYgDNkHNbAbf3U.png?fit=max&auto=format&n=lpVaY_eqU8NMCSd_&q=85&s=3b75171aa6640b6f31c2d75234d08c67" alt="" width="1280" height="786" data-path="v4/attachments/K2WfoYFsnxRYgDNkHNbAbf3U.png" />

字段匹配注意

电子发票=026

纸质专票=004

纸质普通发票=007

<img src="https://mintcdn.com/jinshuju-20a27453/SPiIrK1JjUgg13q0/v4/attachments/Tx9F3Rd798a7N632jYpcUjEk.png?fit=max&auto=format&n=SPiIrK1JjUgg13q0&q=85&s=26736e24f84cece8b3b8208d411fa355" alt="" width="1107" height="607" data-path="v4/attachments/Tx9F3Rd798a7N632jYpcUjEk.png" />

<img src="https://mintcdn.com/jinshuju-20a27453/2oyR2BIOm5t2CHNt/v4/attachments/5z9Y3EeQra66JEsNSXxXc14S.png?fit=max&auto=format&n=2oyR2BIOm5t2CHNt&q=85&s=0145b696fdfb25e6c66a1e191ea7eb6f" alt="" width="1280" height="893" data-path="v4/attachments/5z9Y3EeQra66JEsNSXxXc14S.png" />

<img src="https://mintcdn.com/jinshuju-20a27453/wtvR64o1sCpIhrNS/v4/attachments/WhwFwWwhvmwTuoe8f3Mjiqop.png?fit=max&auto=format&n=wtvR64o1sCpIhrNS&q=85&s=d610d1c737fd08bdf8bb797533f9b879" alt="" width="1280" height="879" data-path="v4/attachments/WhwFwWwhvmwTuoe8f3Mjiqop.png" />

**3. 保存下一步创建文本-公式计算【金数据推送的数据是含税金额，需要在增加步骤来进行计算不含税金额】**

<img src="https://mintcdn.com/jinshuju-20a27453/wtvR64o1sCpIhrNS/v4/attachments/YE7YGk3jHd4kkS9rqSyRcuxJ.png?fit=max&auto=format&n=wtvR64o1sCpIhrNS&q=85&s=d1e4fabded4261170d5f1c127cf6a329" alt="" width="1280" height="754" data-path="v4/attachments/YE7YGk3jHd4kkS9rqSyRcuxJ.png" />

上面一行是计算不含税金额，下面计算税额，这个公式是按照6%进行计算，插入的变量字段是付款金额。

<img src="https://mintcdn.com/jinshuju-20a27453/qtDc4FILJgM3Fpd4/v4/attachments/3HGuscvojMCXMJYGT4eRF6Gj.png?fit=max&auto=format&n=qtDc4FILJgM3Fpd4&q=85&s=f957e8c1d276eeac9ee11cd7e3c643db" alt="" width="1280" height="766" data-path="v4/attachments/3HGuscvojMCXMJYGT4eRF6Gj.png" />

<img src="https://mintcdn.com/jinshuju-20a27453/YUXwIKtqKLjC_PZb/v4/attachments/p783XQECZicHCWjAFUL8wz5F.png?fit=max&auto=format&n=YUXwIKtqKLjC_PZb&q=85&s=8363c9e5a1bccf2fb31940c01fb3b9dd" alt="" width="1280" height="816" data-path="v4/attachments/p783XQECZicHCWjAFUL8wz5F.png" />

**4. 发票通—创建开票数据**

<img src="https://mintcdn.com/jinshuju-20a27453/SB_ch2_-a6Dm3e2H/v4/attachments/ZJ3y54EcP7fSvasSbZvm47TP.png?fit=max&auto=format&n=SB_ch2_-a6Dm3e2H&q=85&s=934c00aef725ab48111a6711246bddf4" alt="" width="1280" height="730" data-path="v4/attachments/ZJ3y54EcP7fSvasSbZvm47TP.png" />

在后台获取税 神通 AppID ：

<img src="https://mintcdn.com/jinshuju-20a27453/qtDc4FILJgM3Fpd4/v4/attachments/2miRmxUJaqMkFDKAwNQyKdrT.png?fit=max&auto=format&n=qtDc4FILJgM3Fpd4&q=85&s=f2705fd020e9ebf1d6cd86ae9303c2ed" alt="" width="1280" height="654" data-path="v4/attachments/2miRmxUJaqMkFDKAwNQyKdrT.png" />

<img src="https://mintcdn.com/jinshuju-20a27453/BxJ_garRQsmARlw6/v4/attachments/fJYBWfuWYgwNYRfQ9nLaUgdJ.png?fit=max&auto=format&n=BxJ_garRQsmARlw6&q=85&s=ae458fe3300dc64eed915179d77d850c" alt="" width="1280" height="818" data-path="v4/attachments/fJYBWfuWYgwNYRfQ9nLaUgdJ.png" />

将字段匹配起来：

<img src="https://mintcdn.com/jinshuju-20a27453/X18vV3Z9k0qaYLxP/v4/attachments/y2bkMwu51eXdwtUvE3gqaXxQ.png?fit=max&auto=format&n=X18vV3Z9k0qaYLxP&q=85&s=82373c7ef11f86fa68c8f02594220f54" alt="" width="1600" height="1000" data-path="v4/attachments/y2bkMwu51eXdwtUvE3gqaXxQ.png" />

<img src="https://mintcdn.com/jinshuju-20a27453/sSdHTDHjdSu1q3-g/v4/attachments/AzYDpPKWFFnrWRLQR9EUV2b9.png?fit=max&auto=format&n=sSdHTDHjdSu1q3-g&q=85&s=4343eb61529b4ee2b64a6ba99329d0d4" alt="" width="1280" height="743" data-path="v4/attachments/AzYDpPKWFFnrWRLQR9EUV2b9.png" />

<img src="https://mintcdn.com/jinshuju-20a27453/lpVaY_eqU8NMCSd_/v4/attachments/JVFxzkGZzvjJ5do45a4pMbVW.png?fit=max&auto=format&n=lpVaY_eqU8NMCSd_&q=85&s=e3dcad28debda4b993d64448cfbea9de" alt="" width="1280" height="805" data-path="v4/attachments/JVFxzkGZzvjJ5do45a4pMbVW.png" />

**5. 票税通—开具发票**

<img src="https://mintcdn.com/jinshuju-20a27453/qtDc4FILJgM3Fpd4/v4/attachments/3N3BqBVDeTsBATscGfu27Eej.png?fit=max&auto=format&n=qtDc4FILJgM3Fpd4&q=85&s=e667bc39288dad2794257713f0b983d4" alt="" width="1280" height="825" data-path="v4/attachments/3N3BqBVDeTsBATscGfu27Eej.png" />

<img src="https://mintcdn.com/jinshuju-20a27453/UALSXHp7IDYL3WYs/v4/attachments/gr5MD9ePRPbr2VMrvqg3dQbx.png?fit=max&auto=format&n=UALSXHp7IDYL3WYs&q=85&s=6081442aa565e7ebc6c4d44ffcac2d5b" alt="" width="1280" height="821" data-path="v4/attachments/gr5MD9ePRPbr2VMrvqg3dQbx.png" />

**6. 调整日期格式**

<img src="https://mintcdn.com/jinshuju-20a27453/6_cw5VCgAXk0lmwc/v4/attachments/ncqyj1rVCh3yJUnXAEEQs7FR.png?fit=max&auto=format&n=6_cw5VCgAXk0lmwc&q=85&s=e753fb3f698e48c2f0e74ab524c6579c" alt="" width="1280" height="680" data-path="v4/attachments/ncqyj1rVCh3yJUnXAEEQs7FR.png" />

插入开发票的时间，调整格式。

<img src="https://mintcdn.com/jinshuju-20a27453/qCEgiy_WXHXKMNNA/v4/attachments/vrGrk2V4YjHm2qWvcWYgs1Nd.png?fit=max&auto=format&n=qCEgiy_WXHXKMNNA&q=85&s=57e10218e5b2ad3978ef1e7df6788f61" alt="" width="1280" height="822" data-path="v4/attachments/vrGrk2V4YjHm2qWvcWYgs1Nd.png" />

<img src="https://mintcdn.com/jinshuju-20a27453/sSdHTDHjdSu1q3-g/v4/attachments/ASRCQnfikRuyhQdQvz7uQQcB.png?fit=max&auto=format&n=sSdHTDHjdSu1q3-g&q=85&s=aed2e65b6f7d6ec3260cc9c8c60b475b" alt="" width="1280" height="938" data-path="v4/attachments/ASRCQnfikRuyhQdQvz7uQQcB.png" />

**7. 将开票信息回传到金数据**

<img src="https://mintcdn.com/jinshuju-20a27453/qCEgiy_WXHXKMNNA/v4/attachments/sVoZuubSh5uENPBDdQrEELLD.png?fit=max&auto=format&n=qCEgiy_WXHXKMNNA&q=85&s=998243fceaf7f4c6efd716baa216ef40" alt="" width="1280" height="709" data-path="v4/attachments/sVoZuubSh5uENPBDdQrEELLD.png" />

<img src="https://mintcdn.com/jinshuju-20a27453/BxJ_garRQsmARlw6/v4/attachments/f7CGGsaArTW29RASr7orhFWZ.png?fit=max&auto=format&n=BxJ_garRQsmARlw6&q=85&s=4a7958d8caa395dbfb851e31b508ebb6" alt="" width="1280" height="658" data-path="v4/attachments/f7CGGsaArTW29RASr7orhFWZ.png" />

匹配回传字段

<img src="https://mintcdn.com/jinshuju-20a27453/2oyR2BIOm5t2CHNt/v4/attachments/6URt6SsVKGe1GLT6tF8XkD2J.png?fit=max&auto=format&n=2oyR2BIOm5t2CHNt&q=85&s=bd656110a8352323f67bfe3195859b29" alt="" width="1280" height="914" data-path="v4/attachments/6URt6SsVKGe1GLT6tF8XkD2J.png" />

注意事项：

如电子发票或者纸质发票单张限额，需要增加步骤。

<img src="https://mintcdn.com/jinshuju-20a27453/wtvR64o1sCpIhrNS/v4/attachments/VcfxjonhbFoEkCgXBKspPt17.png?fit=max&auto=format&n=wtvR64o1sCpIhrNS&q=85&s=da27af0354bd8a4e5f93ce7113fe5c76" alt="" width="1303" height="668" data-path="v4/attachments/VcfxjonhbFoEkCgXBKspPt17.png" />

***

## 资费介绍

通过金数据实现自助开票的资费介绍如下：

| | 免费版 | 专业版 | 专业增强版 | 企业基础版 | 企业协作版 | 企业高级版 |
| - | - | - | - | - | - | - |
| 价格 | 免费 | 599 元/年 | 2,399 元/年，299 元/月 | 4,399 元/年 | 7,399 元/年 | 23,999 元/年 |
| 数据推送 | - | - | - | ✔️ | ✔️ | ✔️ |
| 表单微信收款 | - | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| 绑定微信服务号数量 | - | 2 | 2 | 2 | 4 | 6 |
| 月交易限额 | 1元/月 | 100,000 元/月 | 200,000 元/月 | 500,000 元/月 | 500,000 元/月 | 无限制 |
| 单笔支付限额 | 1 元/笔 | 500 元/笔 | 1,000 元/笔 | 10,000 元/笔 | 20,000 元/笔 | 无限制 |


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