Hi Epicor community, our government has set the e-invoicing as mandatory for all system, has anyone done this before? appreciate your advice on this. Thanks
I’m sure others (consultants) may be able to walk you through in more depth… but here are a few things I remember:
Turn on E-Invoice on Company Config.
Company Config > Modules > Finance > AR > E-Invoice
There’s an “E-Invoice” checkbox there to turn it on, and then a bunch of settings.
There’s a default Report ID and you can set a default E-Invoice report style as well, so it can be a different “form” than your typical invoice if you wish.
You can build an Email Template and then assign that under these settings as well so E-Invoices go out using that template design.
Then (if I remember correctly) you have to turn on E-Invoice on each customer you wish to use it for in Customer Maintenance.
e-invoice are country specific, where Epicor provides seamless integration with Govt portal for e-invoice upload. Check with Epicor support whether they have CSF for your country.
KR