Sending Sales Invoices as Electronic Invoices

When you send a sales invoice as an electronic invoice, the document is transmitted in a structured data format that is machine-readable. This allows your customer's accounting system to process the document automatically, instead of it having to go through any manual accounts payable processes. To see how sales invoice fields are mapped for electronic invoicing, see Field Mappings for Sales Invoice to Electronic Invoice.

You can send a sales invoice to the customer as an electronic invoice if:

  • Your org is configured and enabled for electronic invoicing. A prerequisite is that you have subscribed to the electronic invoicing provider, Storecove. For full setup instructions, see Setting up Electronic Invoicing with Storecove.
  • The sales invoice's company has a valid E-Invoicing Legal Entity Identifier which has been generated by Storecove, and a valid Tax Country Code.
  • The customer's account has a valid E-Invoicing Address Scheme and E-Invoicing Address Identifier (set via the Account Extension page), a valid Tax Country Code, and an address.
  • The tax rates on the sales invoice are correct for its territory. Storecove validates the tax rates and will reject the sales invoice if a rate is not correct.
  • The sales invoice's status is "Complete".
  • The sales invoice does not already have an E-Invoice Delivery Status of "Delivered".
  • You can access the Send E-Invoice button on the sales invoice page.
Notes:
  • The Send E-Invoice button must be added to the Salesforce Mobile and Lightning Experience Actions section on your sales invoice page layouts. Contact your administrator to add the button. This button is not available for custom input forms.
  • If you work with sales invoices using custom input forms, the electronic invoicing fields for sales invoices must be added to your custom input forms via Input Form Manager. For more information about electronic invoicing fields, see Sales Invoice Fields. However, since custom input forms are no longer supported, we recommend that you switch to Lightning Experience.

What the E-Invoice Delivery Status Means

When you click Send E-Invoice, if the sales invoice is eligible for sending as an electronic invoice its E-Invoice Delivery Status progresses through the following stages:

E-Invoice Delivery Status

Explanation

Queued The sales invoice is being queued for sending. This usually happens instantly so you might not notice your sales invoice at this status.
Sending Storecove is now routing the electronic invoice to the recipient (the customer).
Delivered Storecove has delivered the electronic invoice to the recipient.

If an error occurs, the Delivery Status is "Failed" and the reason for failure is shown in the E-Invoice Delivery Error field. The error message can be either a message from Certinia, or from Storecove.