Automatically Send Sales Invoices and Sales Credit Notes as Electronic Invoices

Before proceeding with automatic sending of sales invoices and sales credit notes as electronic invoices, ensure your administrator has configured these Accounting custom settings and Account Extension setting for your org:

Custom Settings

• Earliest Date to Auto Send E-Invoices
• Queue SIN/SCR to Auto Send as E-Invoices
• E-Invoice automatically send batch size

Account Extension setting

Do Not Automatically Send E-Invoices

For more information see, Account Extension Fields in the Foundations Help.

You can automatically send sales invoices and sales credit notes as electronic invoices by scheduling the Electronic Invoicing Auto Send Job. For more information about Scheduled Jobs, see Scheduled Jobs in the Foundations Help.

Note:

• The jobs are scheduled by your org's Administrator.
• When the electronic invoicing auto send job is triggered, the eligible sales invoices and sales credit notes of multiple Accounting Companies are queued for automatic sending.

When the job is finished, only the eligible sales invoices and sales credit notes with Invoice status as "Complete" and E-Invoice Delivery Status as blank are queued for automatic sending. You can check the queue status of the sales invoices and sales credit notes on the Sales Invoice and Sales Credit Note's Lightning pages. The queued sales invoices and sales credit notes that were queued will display E-Invoice delivery status as "Queued".

Note: Some of the sales invoices and sales credit notes are not automatically sent as electronic invoices:

• If you have selected Do not Automatically Send E-Invoices checkbox on the Account Extension Lightning pages for the Accounts to which the sales invoices and sales credit notes are related.
• If a sales invoice or sales credit note date is earlier than the Earliest Date to Auto Send E-Invoices custom settings date.
• If the Company that a sales invoice or credit note belongs to does not have the legal entity identifier populated.
• If the E-Invoicing Address Scheme or E-Invoicing Address Identifier fields are not populated on the Account Extension Lightning pages for the Accounts to which the sales invoices and sales credit notes are related.