An update for European Union to support export of customers electronic invoices in PEPPOL BIS 3 format for Microsoft Dynamics 365

Applies to: Dynamics 365 for Finance and Operations


According to globalEuropean initiative all European Union (EU) countries are gradually movingtoward electronic (paperless) invoicing. Starting 18th of April 2019electronic invoices becomes mandatory when working with public sector companiesacross the EU.

This release enableselectronic invoicing in all Microsoft Dynamics365 for Finance and Operations versions.
Although the initial requirement has been introduced for European Unioncountries, in fact, the functionality is available for any supported countrywithout country context limitations. The only proper system’s setup enablesthis functionality.

About the standard for electronic invoices

The EU directive does not force countries to use aspecific electronic format for invoicing, but only establish the basicprinciples which electronic invoices should comply in general.
EU countries are free to implement their own compliant formats or modifyexisting common formats.

Previously, some country-specificformats have been already implemented for the following countries:
Denmark, Norway, Austria, Italy, Spain, France, Belgium and the Netherlands.

In the scope of this functionality the followingcustomization of the international Universal Business Language (UBL) standardfrom the Organization for the Advancement of Structured Information Standards(OASIS) is additionally implemented:

  • Open PEPPOL BIS (Business Interoperability Specification) Billingversion 3.0

This standard can be used “as is” if nocountry-specific amendments supposed or can be used as the base for furthermodifications.

More Information

No application hotfix required for Microsoft Dynamics 365 for Finance and Operations as since this functionality is fully configurable via Electronic reporting. Please do the following steps to enable electronic invoicing.

Electronic reporting (ER) settings

Import the following or higher version of the ER configurations from LCS library:

  • Customer invoice model.version.32
    • UBL Sales invoice.version.32.6
      • Peppol Sales Invoice.version.32.6.7
    • UBL Sales Credit Note.version.32.3
      • Peppol Sales Credit Note.version.32.3.5
    • UBL Project Invoice.version.32.3
      • Peppol Project Invoice.version.32.3.6
    • UBL Project Credit Note.version.32.3
      • Peppol Project Credit Note.version.32.3.6

Downloading instructions are here:

Make the references to the imported Peppol ER configurations in Electronic documents tab of Accounts receivable parameters:



Legal entity settings

In Organization administration, make sure that a Legal entity Tax registration number is defined. It should have a two-characters prefix in accordance with ISO code ISO 3166-1 alpha-2 by which the country of issue may be identified:


Define a Legal entity Routing number and Bank account with SWIFT and IBAN properly defined:


Customer settings

In customer master data enable generation of electronic invoices for required customers by turning on eInvoice parameter.
Another parameter eInvoice attachment controls whether to include a PDF copy of a printable invoice in the electronic invoice as attachment.
Define Customer’s Tax exempt number:


Add customer’s contact with a phone number or an email defined and select it as a Primary contact in Sales demographics tab:


Customer order references

When entering a new Sales order or a Free text invoice (FTI), fill in Customer requisition field in the Sales order or FTI header:


Project settings

In Project contracts in Customer-related Funding sources tab (Details button) define Customer requisition (in Other tab):


Export of Customer of e-invoices

Sending of e-invoices

When an invoice is posted you can generate an electronic invoice by clicking Send > Original button:


Inquiring of e-invoices

The XML file with a generated electronic invoice can be then found in Electronic reporting jobs in Organization administration. To see the file click Show files button for the relevant job:


Then click Open button to download the file with the electronic invoice:


Sending to ER destinations

Alternatively, it is possible to setup Electronic reporting destinations for Peppol formats. In this case the output XML files with electronic invoices will be send to the defined destinations, Sharepoint folders, for example, write after posting of an invoice. It is necessary to turn on Print invoice parameter when posting and print to screen, if no paper copy is required.

For more details about ER reporting destinations, please refer to: