Introduction

What is e-invoicing?

E-invoicing is the process of creating and sharing electronic invoices, or e-invoices, between suppliers and buyers in a structured, machine-readable format. It includes-human readable documents and attached files and exchanging statuses like sent, received, paid, and so on. It does not include invoices sent by email in PDF format.

E-reporting covers the management of all complementary flows that participate to the VAT return process.

About the e-invoicing framework

The e-invoicing framework is designed so that you can easily update without disrupting existing flows. You can continue to manage inbound and outbound invoices and seamlessly add new processes to drive the submission and integration of the electronic flows across multiple platforms.

The framework is based on an updated and robust technology well known by all partners and customers. It includes the use of dictionaries, 4GL, Syracuse bundles, and import/export templates.

Integration with the Sage Network

The framework integrates with the Sage Network to transfer data.

All transformations between formats

Sage X3 manages the inbound and outbound movement for the UBL 2.1 format, or other formats through the XML designer. The Sage Network drives the transformation from one format to all other supported formats.

Inbound and outbound exchanges across platforms

You can run different modules for your invoices, such as Sales and Purchasing versus A/P-A/R accounting. The e-invoicing framework handles all invoices regardless of the origin or destination. Of course, if you use purchasing and AP invoices, one of the challenges is to redirect the incoming invoices to the correct module.

E-invoicing, different from the future e-reporting functionality, manages invoices only, not journal entries

The new process can be launched manually or triggered in recurring batch tasks with custom scheduling. Functional user rights, such as restricted access to companies or sites, apply when relevant. This gives you the necessary flexibility to adjust the way you run these processes.

Topics not covered

This document is not exhaustive, nor does it cover the following topics:

• Different regulations regarding e-invoicing

• The Sage Network platform and the Sage Connect application

• Specific use cases, like prepayment, factoring, auto-invoice, or complex industry processes like construction

• The life cycle and status changes across all stakeholders, platforms, senders, and receivers

• The exchange with the platforms, specifically the Sage Network, which is not yet available