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Sending Sales documents: Invoices and Credit Memos​

Overall process to use ExFlow e-Invoicing for sending Invoices and Credit Memos is explained as standard business flow in Microsoft D365 Business Central documentation.

Setting up the Customer​

To make sure the document is routed correctly using ExFlow e-Invoicing connector, you must add the correct Document Sending Profile and E-Document Servce Participant to the customer.

ExFlow e-Invoicing Connector

ExFlow e-Invoicing Connector

PEPPOL Network access points will validate the validity of VAT Registration Number according to EU different country rules

Please, be aware that some PEPPOL country rulesets require the phone number and email address for the sales person associated to a customer invoice. If that is the case, add these data elements to the Salesperson associated to the customer.

Post and Send the invoice​

Posting and sending the sales document is a completely standard process.

Depending on the format selected in the E-Document Service used, some fields might be required and mandatory. Example: "Your Reference" and/or "External Document No."

Receiving Purchase documents: Invoices and Credit Memos​

Overall process to use ExFlow e-Invoicing for receiving Invoices and Credit Memos is explained as standard business flow in Microsoft D365 Business Central documentation.