General Description

Italian electronic invoicing rules set the requirement that, when a purchase invoice is received from a vendor without an Italian location, an e-invoice must be sent to SdI to inform about that fact. For the ExFlow e-Invoicing implementation of this flow, the functionality is based on the Microsoft Dynamics 365 Finance e-invoice localization for Italy with the necessary adaptations to channel the document flow through our integration partner Pagero.

Setup

Microsoft D365 Italian e-invoicing setup

All the steps are documented in Microsoft site: Vendor electronic invoices
Please, note that you need to download and install the Electronic Reporting configuration "Vendor invoice (IT)" before proceeding with the setup.

After installation, go to:
Accounts payable | Setup | Accounts payable parameters | Electronic documents

Set "Vendor invoice (export)" field to "Vendor invoice (IT)"

ExFlow e-Invoicing setup

ExFlow document integration | Common | Vendor
In this page, select the vendors that will send invoices from outside Italy. Click "Edit" and select Type = "Pagero (new)" and set "Cross-border" = True

Once these 2 fields are set, the feature is setup and ready.

How to use it

The submission of the cross border invoice report to SdI will happen automatically when a vendor invoice gets posted in ExFlow AP module.