How to: Generate Electronic Invoices
In Microsoft Dynamics NAV, after you post a sales invoice you must generate an electronic invoice that will be sent to the customer. You can also export the electronic invoice as an XML file, which you can save to a specified location.
The following procedure describes how to generate electronic invoices for sales invoices, but the same steps also apply to service invoices and credit memos.
To generate electronic invoices for sales invoices
In the Search box, enter Posted Sales Invoice, and then choose the related link.
Select the posted invoice.
On the Actions tab, in the Functions group, choose Send Electronic Document. An email will be sent to the customer with the electronic invoice attached as an XML file. If you selected the Send PDF Report field in the General Ledger Setup window, a PDF will be included with the XML file.
Optionally, on the Actions tab, in the Functions group, choose Export E-Document as XML. Select the location where you want to save the electronic invoice as an XML file.
To verify the electronic invoice activity, in the Posted Sales Invoice window, on the Invoicing FastTab, the Electronic Document Sent and No. of E-Documents Sent fields will be updated.
Note
Your implementation may differ.
See Also
Tasks
How to: Set Up Electronic Invoicing