Overview
Xago Invoice distributes the sales invoices you already create in Microsoft Dynamics 365 Business Central. It uses standard Business Central functionality to produce PEPPOL 3 (EHF) invoices and delivers them to an access point, which takes care of getting each invoice to its recipient. No per-customer format decisions, no manual PDF emails — post the invoice and the rest follows.
How it works
Section titled “How it works”- Every invoice leaves Business Central as a PEPPOL 3 / EHF document.
- The access point looks up the recipient and picks the most digital channel they can receive. Companies registered in ELMA get the invoice as PEPPOL 3; companies on EDI or an interoperability network get it converted to their format; the rest get a PDF by email.
- For consumer recipients, additional channels are available on request: eFaktura, AvtaleGiro, Vipps and Digipost in Norway, E-faktura and Kivra in Sweden, and SMS invoice with a payment link and Smart Email — email confirmed as read — in any market.
- If no digital channel can be used — for example when an email address does not validate — print and post takes over automatically, so the invoice still reaches the recipient on paper.
You can post and send in one action, or just post — a job queue then sends the invoices and fetches distribution status back from the access point.
What the access point does for you
Section titled “What the access point does for you”- Automatic channel selection for the highest possible digital delivery rate.
- Registry lookups before sending — ELMA for businesses, Digipost’s recipient registry and the recipient’s own preferences for consumers.
- Automatic fallback to print when a digital channel cannot be used.
- Field-level validation of the invoice data before it goes out.
- Format conversion between more than 800 message formats, including traditional EDI.
- Receipts, status messages and traceability for every document, fetched back into Business Central as distribution status.
See Delivery methods for the channels per recipient type.
Two ways to run it
Section titled “Two ways to run it”| Model | Access point | Pricing |
|---|---|---|
| As a service | Xago’s access point | Monthly fee plus a transaction fee per document |
| Bring your own keys | Your own access point credentials | Monthly fee for the app only |
Both models require an agreement with Xago Software AS. See Access point and agreement.
Who it is for
Section titled “Who it is for”| Role | Typical use |
|---|---|
| Finance | Posts and sends invoices, follows up distribution status. |
| Administrator | Configures the extension and the access point connection, maintains the job queue. |
Requirements
Section titled “Requirements”- Microsoft Dynamics 365 Business Central.
- An agreement with Xago Software AS (for either service model).
Next steps
Section titled “Next steps”- Install the extension.
- Work through the quick start in a sandbox company.
- Plan your production configuration with the administration guide.