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How to: Generate Electronic Invoices

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In 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

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

  2. Select the posted invoice.

  3. Choose the Send Electronic Document action. 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.

  4. Optionally, choose the Export E-Document as XML action. 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-Document Submissions fields will be updated.

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See Also

Dynamics 365 Business Central
How to: Set Up Electronic Invoicing
Electronic Invoicing
Mexico Local Functionality