Electronic document dispatch in Dynamics 365 Business Central

Many companies would like to send their invoices paperless in the future. This is possible in Dynamics 365 Business Central, as the Sending electronic invoices and credit notes is supported.

In order to Sales invoice as an electronic document select the "Electronic document" option in the "Post and send" dialog box. Here you can also set up the standard "Document sending profile" for the customer. The email address to which the receipt is to be sent is also stored in the customer. The receipt is sent via PDF.

Step by step: How to send an electronic sales invoice

1. Create a new sales invoice.
2. Select the "Post and send" action for the billable sales invoice. If the customer's "Default send profile" is "Electronic document", it will be displayed in the "Post and send confirmation" dialog box and you only need to select the "Yes" button to post and send the invoice electronically in the selected format.
3. In the "Booking and send confirmation" dialog box, select the AssistEdit button to the right of the "Send receipt" field.
4. In the "Send receipt" dialog box, select the "Via receipt exchange service" option in the "Electronic receipt" field.
5. Select the "PEPPOL" option in the "Format" field.
6. Select the "OK" button. The "Booking and send confirmation" dialog box is displayed. An electronic receipt is added in the "Send receipt to" field.
7. Select the "Yes" button. The sales invoice is posted and sent to the customer as an electronic receipt in PEPPOL format.

Are you interested in electronic receipt dispatch? Please contact us by e-mail at vertrieb@br-ag.com or by telephone at 089 – 211 11 848. We will be happy to advise you!