Create Electronic Documents for EHF

When you sell goods or services to a customer in the public sector, you must submit documents electronically. In Business Central, you can create electronic documents for invoices, credit memos, reminders, and finance charge memos. Before you can create the electronic documents, you must have set up file locations and information about the customers. For more information, see Set Up EHF and Set Up Customers for EHF.

Electronic documents can only be created after a document has been posted or issued. The following procedures describe how to post a sales invoice with the required information and then create an electronic sales invoice, but the same steps also apply to sales credit memos, reminders, finance charge memos, service invoices, and service credit memos.

Note

The sum of lines in an exported electronic document will not reflect invoice rounding, even if it is enabled. Instead, Business Central sums the lines without rounding.

To post a sales invoice

  1. Choose the Search for Page or Report icon, enter Sales Invoices, and then choose the related link.

  2. Select the sales invoice that you want to post, and then choose the Edit action.

  3. On the General FastTab, make sure that the following fields contain values:

    • External Document No.
    • Your Reference

    The External Document No. field contains the document number that the customer provided.

  4. On the Invoicing FastTab, make sure that the following fields have values:

    • GLN No.
    • Account Code
    • Bill-to Customer
    • Shipment Date

    Select the E-Invoice check box.

    The default value of the Shipment Date field is the posting date of the document.

    Note

    For reminders and finance charge memos, the GLN No., Account Code, and E-Invoice fields are on the Posting FastTab.

  5. Choose the Post action to post the invoice.

To create an electronic sales invoice

  1. Choose the Search for Page or Report icon, enter Posted Sales Invoices, and then choose the related link.

  2. Select the relevant sales invoice.

  3. Choose the Create Electronic Invoice action.

    Important

    The E-Invoice check box must be selected on the invoice in order to create an electronic invoice.

  4. Optionally, in the Create Electronic Invoices batch job page, set additional filters.

  5. Choose the OK button.

An XML file is created and stored at the location that was defined on the Sales & Receivables Setup page. You can now submit the document to the customer.

See Also

EHF Electronic Invoicing in Norway