eInvoice Sender for Microsoft Dynamics 365 BC - en-US
This documentation covers the essential functions for daily use of DEXPRO eInvoice Sender. For advanced configuration and technical details, refer to the expert setup options and contact support as needed.
System Requirements
System requirements for using eInvoice Sender for Dynamics 365 BC
Supported Microsoft Dynamics 365 Business Central versions
Microsoft Dynamics 365 Business Central integration is possible from the following version due to minimum technical requirements:
Supportet Microsoft Dynamics 365 Business Central Versions
The prerequisite for operation is that the respective Microsoft Dynamics 365 Business Central version is still in regular support. The extended support is excluded.
Supported Digivoice Versions
A licensed Digivoice system is required to use the eInvoice Sender in Microsoft Dynamics 365 Business Central and for operation.
License: Valid Digivoice License/Credentials
Installation
Licenses
Microsoft
Information about the Microsoft Business Central licenses.
DIGIVOICE
The DEXPRO Digivoice system that should be connected to Business Central requires a valid customer license.
Obtaining the DEXPRO module
Detailed Information are here.
OnPrem
For OnPrem installations, an runtime package with the required apps is provided upon request of a registered reseller / partner. These modules are added to the customer license by the partner and then imported into Microsoft Dynamics Business Central. It should be noted that the DEXPRO Core module forms the basis for all DEXPRO modules and must therefore be imported first.
Cloud
For cloud installations, you only need the Microsoft AppSource. This is where the required DEXPRO modules are downloaded.
Setup Wizard
This wizard guides the user step by step through the different facilities of the module.
Guided Setup Wizard
Step 1: Welcome
- Review the introduction
- Enable Expert Settings if you need advanced configuration options
Step 2: Basic Setup Information
Configure the fundamental settings for electronic invoicing:
- Base URL: Web service endpoint for document generation
- Access credentials: Authentication details
- Default settings: Standard configuration options
Step 3: Payment Information (if Expert Mode enabled)
- Configure payment method mappings
- Set up bank account details
- Define payment terms
Step 4: Validation Settings (if Expert Mode enabled)
- Configure document validation rules
- Set field validation patterns
- Define mandatory field requirements
Step 5: Final Review
- Review all settings
- Click Finish to complete setup
Manual Setup Options
Access additional setup through DEXPRO eInvoice Setup page:
Actions Available:
- Document Queue: View and manage pending documents
- Process Log: Review processing history and errors
- Customer Setup: Configure customer-specific settings
- Vendor Setup: Configure vendor-specific settings
Mappings Section:
- Payment Term Keywords: Map payment terms to XRechnung codes
- UoM Code Mappings: Map units of measure to international standards
Configuration & Administration
Permission sets
In order to use the modules, the appropriate authorization set must be assigned to the respective users.
The following are supplied with:
-
DXP Core Admin - DEXPRO Core Administrator
-
DXP Core User - DEXPRO Core User
- DXP eInvoice Admin - DEXPRO eInvoice Administrator
- DXP eInvoice User - DEXPRO eInvoice User
DEXPRO Core
The DEXPRO Core manages the individual DEXPRO apps and their documents per client.
All documents that have been entered and processed via the various DEXPRO modules in Microsoft Dynamics 365 Business Central are displayed. A global number series, which is used across all DEXPRO apps, is used to complete individual documents. This offers the advantage that users only have to work with one number series per document.
Further information can be found here.
eInvoice Sender Setup
In the eInvoice Sender setup, both the connection to the DIGIvoice system and the processing within the app are set up.
Menue
Download Configuration
This is used to download the configuration and structure of the e-invoice documents.
Related
Document Queue
You can access the document queue via this menu item.
Process Log
You can access the process log of transactions with Digivoice via this menu item.
Customer Setup
You can access the customer-specific setup via this menu item.
Vendor Setup
You can access the vendor-specific setup via this menu item.
OAuth 2.0 Setup
This menu item takes you to the OAuth 2.0 setup for authentication on the Digivoice system.
Mappings
- Payment Term Keywords
- Unit of Measure Codes
- XR Field Structure
General
In this FastTab, you can activate/deactivate the use of this app and set up the connection to the Digivoice system.
Export-Einstellungen
The standards for the export are saved here.
eInvoice Konformitätsprüfung
Here you will find the settings for the compliance check.
Belegwarteschlange
Here you can specify how long the entries are to be kept.
Customer and Vendor Setup
Customer-Specific Settings
Access via DEXPRO eInvoice Setup → Customer Setup
Configuration Options:
- Override Email: Use different email than default
- Automatic Processing: Enable/disable automatic document sending
- Sending Profile: Default format for this customer
- Buyer Reference: Customer-specific reference requirements
Vendor-Specific Settings
Similar configuration available for vendors for purchase credit memos.
Email Templates
The system uses Word-based email templates:
Available Templates:
- SalesInvoiceEmail.docx: Sales invoice emails
- SalesCreditMemoEmail.docx: Sales credit memo emails
- ServiceInvoiceEmail.docx: Service invoice emails
- PurchaseCreditMemoEmail.docx: Purchase credit memo emails
Template Features:
- Professional formatting
- Dynamic content insertion
- Company branding
- Multi-language support
OAuth 2.0 Setup
The OAuth 2.0 / Open Id users and their access tokens are managed here.
Application / Usage
Working with Electronic Invoices
Sales Documents
Sales Orders and Invoices
Sales documents such as orders and invoices now have a fact box for the e-invoice conformity check. This informs the user of the following:
- Required fields that are empty
- Validation warnings
- Compliance status
Common Missing Fields:
- Customer VAT registration numbers
- Complete billing addresses
- Valid email addresses
- Payment method codes
Posted Sales Invoices
In the Posted Sales Invoices list, you'll see:
New Fields:
- DXP eInvoice Document Sent: Shows if electronic document was sent
New Actions:
- Download DEXPRO eInvoice: Download electronic document
- Email DEXPRO eInvoice: Send electronic document via email
Posted Sales Credit Memos
Similar functionality available in Posted Sales Credit Memos:
- Document status tracking
- Download and email actions
Service Invoices
Electronic invoicing is also available for Service Invoices with the same functionality.
Document Types and Formats
When downloading or emailing documents, you can choose from:
- XRechnung XML: Pure XML format compliant with German standards
- ZUGFeRD PDF: Hybrid PDF with embedded XML data
- XRechnung XML and Standard PDF: Both formats in a ZIP file
Sending Documents
Manual Sending
- Open any posted sales document
- Click Email DEXPRO eInvoice
- Select the desired format
- System automatically:
- Generates the electronic document
- Creates email with appropriate template
- Sends to customer's email address
Automatic Processing
The system can automatically process documents through the Document Queue:
- Documents are queued when posted
- Background processing generates and sends electronic documents
- Status tracking shows processing progress
Document Management
Document Queue
Access via DEXPRO eInvoice Setup → Document Queue
Columns Displayed:
- Entry No.: Unique identifier
- Document Type: Type of document (Invoice, Credit Memo, etc.)
- Document No.: Business Central document number
- Customer/Vendor No.: Trading partner
- Status: Current processing status
- Created Date Time: When queued
- Sending Profile: Format to be generated
Actions Available:
- Process: Manually trigger processing
- Reset Status: Reset failed items
- Delete: Remove from queue
Process Log
Monitor all system activities via DEXPRO eInvoice Setup → Process Log
Information Tracked:
- Processing timestamps
- Success/failure status
- Error messages
- Document details
FAQ
Here you will find questions and answers to various scenarios.
Troubleshooting
Common Issues
Document Not Generating
Check:
- All required fields are completed (use Missing Fields Factbox)
- Customer has valid email address
- VAT setup is correct
- Connection to web service is working
Email Not Sending
Check:
- Email setup in Business Central
- Customer email address validity
- SMTP configuration
- Process log for error details
Validation Errors
Common causes:
- Missing VAT registration numbers
- Invalid GLN codes
- Incomplete address information
- Unsupported payment methods
Error Resolution
Process Log Analysis
- Open Process Log from setup page
- Filter by date range or document number
- Review error messages
- Check Context field for specific issues
Document Queue Management
- Open Document Queue
- Identify failed items (status indicators)
- Use Reset Status to retry processing
- Check document data before reprocessing
Getting Help
Built-in Guidance
- ToolTips: Hover over fields for explanations
- Missing Fields Factbox: Shows validation issues
- Process Log: Detailed error information
Support Resources
- Check field validation messages
- Review process log entries
- Verify setup configuration
- Contact DEXPRO Solutions GmbH for technical support
Best Practices
- Complete Setup First: Run guided setup completely before processing documents
- Test with Sample Data: Process test documents before going live
- Monitor Process Log: Regularly check for processing issues
- Maintain Customer Data: Keep email addresses and VAT numbers current
- Review Document Queue: Monitor automatic processing status