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Sending Invoices

Invoices are a central component of the business process. The Procuros Connector enables automated and standardized transmission.

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Prerequisites for Invoices

Before an invoice can be sent, the following prerequisites must be met:

  • A corresponding order must exist
  • All related documents (order and delivery note) must be correctly created
  • The basic requirements of the Xentral checklist must be fulfilled

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Required Fields

The following mandatory fields must be filled out on all related documents (order and delivery note):

  • Customer order number
  • Shipping Note number
  • GLNs (Global Location Numbers)

Missing or incorrect information in these mandatory fields can lead to rejection of the invoice by the trading partner.

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Configure Invoice Status

The workflow status of the invoice must be set to “sent” so that Procuros can export it automatically and send it to trading partners.

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Process for Sending Invoices

1

Create invoice

Create an invoice from a relevant productive order/delivery note and process it to the status “sent”.

2

Automatic export

If all prerequisites are met, the invoice will be automatically exported by Procuros.

3

Confirmation and approval

Please inform Procuros of the document number and provide a PDF example. After positive feedback, invoices can be sent as normal.

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