Send Electronic Documents

Note

The content in this article is only applicable for versions of Dynamics 365 Business Central that were released before 2023 release wave 2. In 2023 release wave 2, new functionality for E-Documents is included. To learn more, see Set up e-documents.

The generic version of Business Central supports sending electronic invoices and CR/Adj notes in the PEPPOL format, a format that the largest document exchange service providers support. A document exchange service provider dispatches electronic documents between trading partners. To provide support for other electronic document formats, you use the data exchange framework.

In the generic version of Business Central, a document exchange service is preconfigured and ready to be set up for your company. For more information, see Set Up a Document Exchange Service. However, in some cases, you must install an app. For more information, see Electronic Invoicing FAQ.

To send a sales invoice as an electronic PEPPOL document, you select the Electronic Document option in the Post and Send dialogue box. You can also set up the customer's default document sending profile from that dialogue box. First, you must set up various master data, such as company information, customers, items, and units of measurement. These are used to identify the business partners and items when converting data in fields in Set Up Electronic Document Sending and Receiving.

To send an electronic sales invoice

1. Choose the icon, enter Sales Invoices, and then choose the related link.

2. Create a new sales invoice.

3. When the sales invoice is ready to be invoiced, choose the Post and Send action.

   If the customer's default sending profile is Electronic Document, then it will be shown in the Post and Send Confirmation dialogue box. This way, you just have to choose the Yes button to post and send the invoice electronically in the selected format.

4. In the Post and Send Confirmation dialogue box, choose the AssistEdit button to the right of the Send Document to field.

5. In the Send Document to dialogue box, in the Electronic Document field, choose Through Document Exchange Service.

6. In the Format field, choose PEPPOL.

7. Choose the OK button. The Post and Send Confirmation dialogue box appears. Electronic Document (PEPPOL) is added to the Send Document to field.

8. Choose the Yes button.

   The sales invoice is posted and sent to the customer in the PEPPOL format.

   Note

   You can also send a posted sales invoice as an electronic document. The procedure is the same as described in this topic for non-posted sales documents. On the Posted Sales Invoice page, choose the Activity Log action to view the status of the electronic document.

See Also

Invoice Sales
Set Up Document Sending Profiles
Set Up Electronic Document Sending and Receiving
Set Up a Document Exchange Service
Set Up Data Exchange Definitions
Exchanging Data Electronically
Electronic Invoicing FAQ
General Business Functionality

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