E-invoicing Connections
The networks e-invoices are sent through: a Peppol access point, Italy’s SdI, Poland’s KSeF, a Mexican PAC. The credential is sealed and never shown again. These adapters have not been tried against a live network from this installation; send by file until a connection has been tested with real credentials.
Where to find it
- Module: Accounting
- Group: Close & Compliance
- Section: E-invoicing
- Screen: E-invoicing Connections
Address in the console: /accounting/einvoice-connections
List · 8 columns · 8 fields on its form · 2 of them required · 2 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Code | Code | code |
| Name | Text | name |
| Network | Status | provider_kind |
| Environment | Status | environment |
| Address | Text | base_url |
| Credential | Yes or no | has_secret |
| Last result | Status | last_status |
| Active | Yes or no | is_active |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Code required | Text | ||
| Name required | Text | ||
| Network | Choice | peppol_ap, sdi, ksef, pac, zatca_fatoora, generic | zatca_fatoora is the Saudi Fatoora API (clearance and reporting). Its adapter is a stub that has never been run against the sandbox, and the documents are not cryptographically stamped, so send ZATCA documents by file. |
| Environment | Choice | sandbox, production | |
| Address (https) | Text | Where documents are posted. | |
| Authentication | Choice | none, bearer, basic, api_key | |
| User name | Text | ||
| Active | Yes or no |
What you can do here
Set credential
Store the credential for this connection
Asks for: Token, password or key*
Test
Asks for confirmation: Call the address to see that it answers? Nothing is sent.
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.