E-invoicing setup

Goal

Configure e-invoicing options, document fiscal status catalogue, and related fiscal masters so posted sales documents can clear or report to the country profile.

Who it is for

Tenant admin with e_invoicing.admin (setup write). Read of settings also allows fiscal.view. Module e_invoicing (optional — not default-granted).

Preconditions

• Enable e_invoicing under modules.
• Country pack / profile drives available providers (see Fiscal submissions providers meta).
• Legal entities exist before tax registrations.

Steps — E-invoicing setup

1. Open Operations → Fiscal → E-invoicing setup (/e-invoicing/setup).
2. On Options, set:
   • Sandbox mode
   • Max retry attempts / Retry backoff seconds
   • Credit note requires original ref
   • Auto submit on post
3. Save options (PATCH /e-invoicing/settings) — toast Options saved.
4. On Document fiscal statuses, maintain name (translatable) + key catalogue used on fiscal documents.

Related fiscal screens (same Fiscal section)

• Fiscal submissions — clearance/reporting status per document (fiscal.view; retry with fiscal.submit). Statuses: pending, cleared, reported, failed.
• Tax registrations — dated legal-entity tax numbers (vat|gst|sales_tax|other), default flag per legal entity (fiscal.manage).
• Document templates — versioned layouts by type (invoice|credit_note|quote|receipt|statement), language, effective dates, tax regime, brand (fiscal.manage).

Result

Posting a sales document can auto-submit fiscal payloads when enabled; operators monitor Fiscal submissions and retry failures. Submission is a side effect of posting — this screen configures policy, not the journal itself.

Hard stops

• Module off → Fiscal nav hidden / 422 on gated routes.
• Missing e_invoicing.admin → cannot save options.
• Tax registration without legal_entity_id / tax_number → 422.

Related

• Modules
• Multi-entity setup
• Sales invoices