ExFlow E-Invoicing Pro
To import e-documents to Import Journal and send them for approval, use the ExFlow E-Invoicing Pro app, available in AppSource.
E-Document Service
Go to E-Document Service and ensure the following fields are set:
- Document Format: PEPPOL BIS 3.0
- Service Integration: ExFlow E-Invoicing Pro
- Import Process: Version 2.0
If Service Integration is set to ExFlow E-Invoicing Pro, then Set up Service Integration will open the ExFlow E-Invoicing Pro Setup page.
ExFlow E-Invoicing Pro Setup
Go to: ExFlow E-Invoicing Pro Setup
E-Invoicing Pro Setup Menu
| Menu | |
|---|---|
| Import Data Exchange Definitions | Opens the "Ex Data Exchange Def. List" page to import one or more additional Data Exchange Definitions. |
| Connect Environment | Creates client credentials and connects the environment to the E-Service. Prompts for confirmation. If credentials do not yet exist, they are retrieved from the SignUp Marketplace. |
| Visit SignUp Marketplace | Opens the Marketplace page for onboarding. |
E-Invoicing Pro Setup Sections
| Sections | |
|---|---|
| General | |
| Data Exchange Type | Data Exchange Type is used to map E-Documents to the ExFlow Import Journal. The Data Exchange Definition must have an attached stylesheet in order to generate PDFs. |
| Company Information | |
| Service Participant Id | Specifies the PEPPOL participant identifier registered for your company in the ExFlow E-Invoicing subscription. This identifier is used when sending/receiving documents via the PEPPOL network. |
| E-Service | |
| Status --> Service configuration | Indicates whether the service connection setup is available. Read-only; sourced from ExEIServiceConfiguration key vault configuration. |
| Status --> Client credentials | Indicates whether the service has E-Service client credentials stored. Read-only; sourced from ExEIServiceConfiguration key vault configuration. |
| Credentials --> Enter your Client Credentials | Allows manual entry of E-Service client credentials (Client Id and Client Secret). Prompts for confirmation before proceeding, as credentials are normally retrieved automatically during onboarding. |
| Credentials --> Reset Client Credentials | Resets the stored E-Service client credentials. After reset, the credentials must be re-entered. Prompts for confirmation before proceeding. |
| Environment Information --> TenantId | Specifies the Entra tenant Id. Read-only. |
| Environment Information --> Environment Name | Specifies the Entra environment name. Read-only. |
| Environment Information --> Environment Type | Specifies the environment type (Production or Test). Read-only. |
| E-Document Framework | |
| Organization No. as Endpoint ID | Specifies whether to override the default cbc::EndpointID in PEPPOL BIS Billing 3.0. When enabled, the Swedish organization number is used instead of the VAT registration number. This setting also applies to Customer Cards. |
Getting started with ExFlow E-Invoicing Pro
Open the ExFlow E-Invoicing Pro Setup page. This is the central configuration page for ExFlow E-Invoicing Pro.
Use Import Data Exchange Definition to import PEPPOL21_2EXF, the definition used to parse incoming PEPPOL invoices and credit notes.
Use Connect Environment to connect your Business Central environment to the ExFlow e-invoicing service. This stores the client credentials and populates the environment information automatically.
Enter your Service Participant Id under the Company Information section. This is your PEPPOL participant identifier and is required for sending and receiving invoices on the network.
The E-Service section displays the current connection status:
- Service configuration – indicates whether the service has been configured.
- Client credentials – indicates whether client credentials are stored.
Use Enter your client credentials or Reset client credentials if credentials need to be managed manually.
Import e-documents to Import Journal
Go to ExFlow Import Journals to create a new journal. Click Edit List, add the journal details and set Source Type to ExFlow E-Invoicing Pro.
Note: Another Source Type called E-Documents is visible in the list but is not used by ExFlow E-Invoicing Pro.
Import automatically via scheduled jobs
Go to E-Document Service --> Importing and enable Automatic Import and specify the details.
This will create an E-Document Import Job (Codeunit 6147) that handles the receive step automatically.
Next, create a scheduled job (Codeunit 12013663) to automatically process received documents into Import Journal.