eInvoicing replaces PDF or paper invoices with a structured digital format (such as XML), enabling faster, more secure invoice delivery and automatic tax reporting. It's a legal requirement in many countries and helps ensure that your organization's invoices are processed and validated correctly.
This article explains how to activate eInvoicing in OfficeRnD Flex and configure the automatic sending options: via email or the Peppol network.
eInvoicing is currently in beta. Functionality may change, and some features may not be supported. Contact support to report issues or give feedback.
Before you start
Only an admin with the "Owner" role can activate and configure eInvoicing.
Activate eInvoicing
To activate eInvoicing:
Go to
Settings > Billing > eInvoicing and click Activate eInvoicing.
Enter your organization details and select the locations for which the eInvoicing configuration will apply.
Click Next.
Configure eInvoice sending
On step 2 in the activation dialog, you must choose the eInvoicing method and how invoices will be sent.
Send eInvoices via email
To send eInvoices via email:
On step 2 in the activation dialog, select "XML" and choose the XML format for the invoices.
Click Activate.
Send eInvoices via Peppol
To send eInvoices via Peppol:
On step 2 in the activation dialog, select "Peppol" and choose the XML format for the invoices.
Select the identifier type and enter your registration number.
Click Activate.
Specify the identifier type
The identifier type is the official company identification number (VAT or business registration ID) used to validate invoices and create eInvoicing accounts. When sending e-invoices via Peppol, the system uses the Identifier Type to determine which value in the client's profile to use as their Peppol ID.
You can specify the identifier type for each company and member. To do that:
Go to Operations > Companies or Operations > Members.
Open a company or a member profile.
Click Edit Details.
Open the eInvoicing tab.
Select the Identifier Type:
VAT
Registration number
Click Update.
Add QR code to invoices (for Spain)
If you operate in Spain, follow these steps to generate and add the QR code to your invoices.
Ensure that each company has the proper VAT ID saved in their billing details:
Go to Settings > Data & Extensibility > Templates.
Open the Invoices tab and click the "Invoice" template.
Open the Code tab and insert the following code snippet:
<img src="{{qr}}" width="100px" height="100px" />.
Scroll down and click Save.
After you complete these steps, every time an invoice is generated for any company in Spain, a unique eInvoicing QR code will be generated and added to the invoice.
