Skip to main content

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

image-1749195675474.png

image-1749195697683.png

Common Missing Fields:

  • Customer VAT registration numbers
  • Complete billing addresses
  • Valid email addresses
  • Payment method codes

Posted Sales Invoices

In the the Posted Sales Invoices  list, you'll see:

New Fields:

  • DXP eInvoice Document Sent: Shows if electronic document was sent

New Actions:

image-1749195750391.png

  • Download DEXPRO eInvoice: Download electronic document
  • Email DEXPRO eInvoice: Send electronic document via email

Posted Sales Credit Memos

Similar functionality available in in Posted Sales Credit Memos:

  • Document status tracking
  • Download andaction; emailemailing actionsworks as for invoices through the standard Email action

Service Invoices

Electronic invoicing is also available for for Service Invoices  with the same functionality.

Document Types and Formats

When downloading or emailing documents, you can choose from:

image-1749194324973.png

  1. XRechnung XML: Pure XML format compliant with German standards
  2. ZUGFeRD PDF: Hybrid PDF with embedded XML data
  3. XRechnung XML and Standard PDF: Both formats in a ZIP file

Sending Documents

Manual Sending

  1. Open any posted sales document
  2. Click Click Email, DEXPROthe eInvoicestandard Business Central action
  3. SelectThe app completes the desired format
  4. Systememail automatically:
    • GeneratesAttaches the electronice-invoice documentin the format of the sending profile if Add eInvoice to Email Attachments is on
    • CreatesUses the Override Contact Email as recipient and the CC Email Address as CC from the customer setup, if set
    • Marks the document as eInvoice Sent once the email withhas appropriatebeen template
    • Sends to customer's email addresssent

Which attachments the app replaces and which always stay is described on the eInvoice Sender Setup page, section E-invoice in email sending.

Automatic Processing

The system can automatically process documents through the the Document Queue:

  • Documents are queued when posted
  • Background processing generates and sends electronic documents
  • Status tracking shows processing progress
Back to top