E-Invoice in D365FO for Norway – Part 5 (Invoice setup)

This post will explain invoice setup that you need to filled out when you want to generate a e-Invoice file of Norwegian legal entities in D365FO with PEPPOL BIS Billing 3.0/EHF Billing 3.0 format.

E-invoice file must include required information based on PEPPOL BIS Billing 3.0/EHF Billing 3.0 specification for company, customer and invoice. In order to send customer invoices electronically, you need to make sure if the invoices have already been updated with required information before being posted. In regards to this, you can control the following steps for each invoice type:

Free text invoices:

For free text invoice (Account receivable > Invoices > All free text invoices), you need to control following steps before posting the invoices:

Lines:

  1. Check if the invoice address is populated.
  2. Check if “Method of payment” is populated.
  3. Check if you have defined a value for “Description/Invoice text” for each line. If you change invoice line description, you will get following pop-up message to update the “Invoice text”. It is recommended to use the same value for “Invoice text” and “Description” fields.
  1. Check if invoice line(s) have been updated with correct tax codes (i.e. “Sales tax group” and “Item sales tax group”). You can control sales tax code by clicking on “Sales tax”. It is important that the sales tax codes have correct “Percent” and “Actual tax amount”.
  1. Check if “Tax exempt number” is populated on “General” tab.
  2. Add a value for “Recipient”, “Customer requisition”, “Customer reference” and “Contact” on “Customer” tab.

Note: “Customer requisition” is a mandatory field on EHF Billing 3.0 and must be filled out before invoicing.

  1. Check if the customer invoice and delivery address are populated on “Address” tab.

Note: In a case that you  want to add attachment to the invoice and send it manually, remember to de-activate “Print invoice” while posting to avoid sending the invoice electronically simultaneously.

Once these fields have correct values, you can try to post the free text invoice and send it electronically.

Sales order invoice:

When it applies to the sales order invoices, it is almost the same as free text invoices. While sales order creation, you have possibility to add “Customer requisition” and “Customer reference” to the sales order.

Alternatively, you can update “Customer requisition”, “Customer reference”, “Contact” and “Sales responsible” on “Header” tab:

Note: “Customer requisition” is mandatory field on EHF Billing 3.0 and must be filled out before invoicing.

Note: In a case that you want to add attachment to the invoice and send it manually, remember to de-activate “Print invoice” while posting to avoid sending the invoice electronically simultaneously.

Once these fields have correct values, you can try to post the sales order and send it electronically.

Project invoices:

On project invoice proposal, make sure that the project contract’s funding source includes invoicing information and customer as funding source is correctly configured for e-invoice. Then, control if the following fields have been updated with a value:

  • Contact ID
  • Customer requisition
  • Customer reference
  • Method of payment
  • Sales tax code(s)

Note: In a case that you  want to add attachment to the project invoice and send it manually, remember to de-activate “Print invoice” while posting to avoid sending the invoice electronically simultaneously.

Once these fields have correct values, you can try to post the project invoice proposal and send the project invoice electronically.

Useful links:

EHF Billing 3.0 (anskaffelser.dev)

PEPPOL BIS Billing 3.0

PEPPOL BIS Billing 3.0 | Structure

PEPPOL BIS Billing 3.0 | Rules

PEPPOL BIS Billing 3.0 | Rules

PEPPOL BIS Billing 3.0 | Rules

Specifications | Anskaffelser.dev

Mottakere i ELMA | Anskaffelser.no

Customer electronic invoices in Norway – Finance | Dynamics 365 | Microsoft Docs

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