In the Invoice Dispatch view, you can add data for sending invoices, prepare, review, and execute digital dispatch as an e-invoice or PDF invoice. Invoices with the "E-Invoice Active" setting will automatically appear in this view once completed.
When you open the view, all pending, unsent invoices will be displayed.
New
Use the New button to add invoices, credit notes, and cancellations to the object list. You can add invoices multiple times if you want to send them more than once. If the "E-Invoice Active" option is set on the invoice, the e-invoice format in XRechnung or ZUGFeRD versions will be used. If the e-invoice format is not active, the "Invoice PDF" format will be used automatically.
Delete
If you don't want to send an invoice, delete the dispatch object. The invoice itself will not be changed.
Release Button
Use this button to check the mandatory information based on the invoice format and dispatch method. The result will be displayed in the log. If all selected entries are successfully checked, the status Released is achieved.
Create Button
Use this button to set the initial status Created for the selected entries in the object list to start processing again. When an object is added, it also receives the dispatch status Created.
Validate Button
Use this button to check the marked objects to ensure all mandatory entries for the XRechnung are present. A log will be displayed as a result. You can view the Lexolution Log or the E-Invoice Log. The Lexolution Log shows missing data with the designation in Lexolution. The E-Invoice Log shows errors with the technical identifiers of the e-invoice. Only when validated according to the E-Invoice Log will the e-invoice to be sent also be set to validated, as this check is also performed by the recipient.
Create Button
Use this button to create a new file for the e-invoice based on the invoice. If not all mandatory information for dispatch is provided, additional changes to the supplementary information for technical processing can be made without canceling the invoice. This includes, for example, external and internal references for dispatch and your own bank details.
Display Button
Use this button to display the e-invoice file.
Send Email Button
Use this button to send the marked objects via email. The sender and recipients are taken from the Communication Partner panel, and the documents are taken from the Documents panel. The subject and text are taken from the selected email template, and placeholders are replaced. The dispatch status is set to Sent, and the process is completed.
Export for Upload Button
Use this button to start downloading the documents of the marked object. You can then upload the documents to a portal, for example. The dispatch status is set to Sent, and the process is completed.
Log Button
Use this button to display the log of the dispatch status.
Deleted Dispatch
Use this button to display the log of deleted dispatch entries.
Filter
Use the filters to narrow down the results list. The filters work additively.
Email Text
For the email text, select a template. The subject can be changed individually. Placeholders are replaced when sending.
Communication Partner
In the Communication Partner panel, you set the sender and recipient of the emails. The sender is pre-filled with the email address from the location's communication record with the Exchange Dispatch option.
The recipient is pre-filled with the vCard email address from the invoice recipient's communication record. CC recipients can be added from the created communication records.
Documents
In the Invoice Documents panel, the documents to be sent as attachments are displayed. For the e-invoice, this is the e-invoice document in XRechnung or ZUGFeRD versions. For an invoice, this is the Word or PDF document of the invoice. In the case of a Word document for an invoice, it will be converted to a PDF document before sending.
Additional documents can be added manually.
Invoice Records
In the Invoice Records panel, you can add supporting documents that will be embedded in the document when creating the e-invoice.
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