You must activate the following settings for customers in the Customer register in order to be able to send e-invoices.

1. Open the Customer register procedure and select the customer in question.

2. In the E-invoice connected field in the Invoicing box, you will see if the customer is connected to Crediflow. By using the Open Crediflow dialog button , a dialog will open where an online search takes place in multiple different e-invoice register at Crediflow to see if the customer prefers or allows the suppliers to send e-invoice. The e-invoice registers in which the search takes place are the Swedish NEA, the Finnish TIEKE, the Norwegian ELMA, the Danish Nemhandel, and PEPPOL.
   

   If the customer Prefers e-invoice, you should mark the checkbox called Choose and click the Connect button. (Make sure you select the correct row referring to GLN if you get multiple search results e.g. for authorities/government).

   If the customer Permits e-invoice, you should instead send a message with an invitation to the customer, where the customer can then approve that your company will send e-invoices. To send an invitation you should use the Send invitation button. Status will be changed to Invitation sent. The invitation is taken care of by the operator and once the recipient has accepted the invitation, the Compliance is changed from Invitation sent to Prefers.

   The customer can also have Does not allow and this means the customer does not want to receive e-invoices. In that case you choose not to connect the customer and do not send an e-mail message with an invitation.

   Tip! Sometimes you might need to click the Search button in the dialog window multiple times before you get a match in the search result.

   Use the Manual connection button in the dialog window in cases where the recipient is not found in any of the registers, but needs to be added for you to be able to communicate electronically. An example can be if your recipient is in a different country and the communication between your operators has to be set up manually in order to send and receive e-invoice. This is also an regular invitation and means that you send an e-mail message to the party you wish to invite, but with an inquiry if they can send/receive invoices electronically. The recipient of the invitation will then be asked to respond if they are in a position to communicate electronically, how they wish to send/receive, which operator should be used, and so on.

3. When the customer is connected to Crediflow, the Distribution method field is automatically set to E-invoice. If you want the operator to take care of all distribution of your invoices, that is, including e-mail and paper invoices, then you can manually connect the customer to the operator by checking the box Distribute via operator. Then you enter which distribution method the operator should use to distribute the invoice to customer: e-mail or paper invoice (printed). Please note! Paper invoice/PDF might also involve additional cost per invoice. If you wish to send attachments (linked files) together with your invoices, you need to activate the setting called Enclose embedded PDF in XML in your settings for export of e-invoice. Such linked files/attachments will be distributed in the same way as you selected for invoices.
   
4. The E-invoice address (EIA) is automatically loaded to the field when the customer is connected to Crediflow. Please note! EIA is mandatory to enter even though the distribution method is set to e-mail/paper invoice. This is required to enter due to the XML validation being in the Peppol format. A Peppol invoice is sent from Monitor ERP to the operator, and even though the operator in its turn will distribute the invoice via e-mail/paper printout, the validation must still be fulfilled in order for you to even be allowed to create a Peppol invoice.
5. In the E-invoice address ID (EAID) field you find the following options: Corporate ID number, GLN number, or VAT registration number. If the customer has a GLN number, this will be first choice to use as EIA and EAID. If not, the Corporate ID number will be used as standard. This is automatically loaded if the customer is connected to Crediflow.

It is a good idea to enter the corporate ID number and the VAT number for customers. If the E-invoice address (EIA) and Operator code for the customer are missing, Crediflow will instead use the customer name and VAT registration number to issue the invoices.

In the Customer list procedure, list type Standard, in the Miscellaneous presentation, you can update Use e-invoice, E-invoice address (EIA), and Operator code, for multiple customers at a time. You can also import this information in the Customer import procedure.