Step by step guide to sending invoices from Xentral to Procuros
Invoices are a central component of the business process. The Procuros Connector enables automated and standardized transmission.
Before an invoice can be sent, the following prerequisites must be met:
The following mandatory fields must be filled out on all related documents (order and delivery note):
Missing or incorrect information in these mandatory fields can lead to rejection of the invoice by the trading partner.
The workflow status of the invoice must be set to “sent” so that Procuros can export it automatically and send it to trading partners.
Create invoice
Create an invoice from a relevant productive order/delivery note and process it to the status “sent”.
Automatic export
If all prerequisites are met, the invoice will be automatically exported by Procuros.
Confirmation and approval
Please inform Procuros of the document number and provide a PDF example. After positive feedback, invoices can be sent as normal.