The Connect to e-invoice list

You can use this list if your company has an active Crediflow account for outgoing e-invoices and you want to find the customers which can accept e-invoices.

This list type is only intended to be used during startup or at rare occasions since it requires a lot in terms of performance. We recommend you to only include a limited selection of customers and not the entire customer register. A suitable range may be 100 customers per selection. Agent tasks should NOT be used for this list.

The search is performed in several steps. The first being to create a selection of customers to be included in the search.

We suggest you start by searching for recipients in the country where your company is located, and that you limit the search interval to, for example, A%, and then you do a search for B%, etc.

After this, you performed the actual search in Crediflow's registers to see if the customers can/wants to receive e-invoices. The customer must have at least on of the following numbers: Corporate ID number, VAT registration number, or GLN number, for you to be able to connect the customer.

For the customers who prefer e-invoice it will in the Compliance column show Prefers e-invoice, and they can be connected directly when you check the Connect checkbox and save. Connect can be activated automatically via a setting in the list.

For the customers who require an invite it will in the Compliance column show Allows e-invoice. These customers cannot be connected. It is also not possible to connect customers that have multiple matches for the same corporate ID number. For example, municipalities and county councils that have the same corporate identification numbers but different GLN numbers. These customers must be connected manually one by one in the Customer register procedure.

When you save the list, all customers you have connected will be removed from the list and those that are left are the ones that did not get a match or do not have Prefers e-invoice as level of compliance. To facilitate manual connection, you can copy the remaining customers to the Clipboard and use this to filter by in the Customer register procedure.