Send e-invoices directly to and from Momentus Elite to stay compliant with evolving e-invoicing regulations across supported countries, automatically send and receive e-invoices with secure data exchange, and reduce manual work and errors.
- Currently supported regions include Austria, Belgium, Germany, Netherlands, Sweden.
- E-invoices are sent via the PEPPOL network, a secure, international digital infrastructure.
- Both invoices and credit notes are supported.
- To send e-invoices, you must create invoices in Elite.
- Multiple bank accounts within a single legal entity are not supported.
- Service charges and discounts are included as a separate line item.
In this article:
- Activate the E-Invoicing Integration
- E-Invoicing Configuration Prerequisites
- Send an E-Invoice or Credit Note
Activate the E-Invoicing Integration
- If you are interested in E-Invoicing, go to Momentus Connect and find the E-Invoicing app. Review the details of the integration and click Initiate Request. You are directed to a scheduling application.
- Schedule a time to meet with your account manager, see the integration, and discuss any questions.
- Once all is complete, our team will approve the E-Invoicing app in Momentus Connect and the person who initiated the request will receive an email confirming this.
- Once you've received the email, go to the E-Invoicing app in Momentus Connect. The application will show as Activated; click More Information. The E-Invoicing application opens. Go to the Configuration tab to open the configuration modal.
- In the configuration modal step 1, click Complete Setup Form. This form provides us with the details about your legal entity we need to set up your organization in the e-invoicing system. The information you will provide includes:
- Company Name
- Country
- At least one Tax Identifier. Options vary based on your country.
- Department/Region. Options vary based on your country, and this is not required in all countries.
- Address including postal code.
- Contact information: name and email
- Payment account details. This is included on the invoices we send
- There is also a place for any notes you may have for us.
- Once you have completed step 1, we will set up the integration. This can take up to 7 business days.
- While we set up your integration, check that all configuration prerequisites in Momentus Elite are complete (see below).
- Once all setup is complete and your legal entity has been validated, the integration is ready to use.
E-Invoicing Configuration Prerequisites
To successfully use E-Invoicing, the following configuration must be completed in the Elite application. If you are already using financials in Elite to create invoices, much of this may already be done.
- Create taxes and assign them to inventory items and rental rates in price schedules.
- On each account record that is to be billed or paid, ensure this information is completed:
- Name
- Address
- City
- Postal Code
- Country
- Country Code
- Tax ID: Add a valid tax ID with Scheme ID and ICD Value.
- Secondary Tax ID: Add the secondary ID for recipients in the Netherlands (KVK) and Sweden (ORGNR).
- Email: Add a valid email. This field serves as a backup delivery option if the Tax ID is not registered in the PEPPOL network.
Send an E-Invoice or Credit Note
Once configuration is complete, you can send an e-invoice or credit note. These are sent using existing Elite invoicing workflows where you create and then send or mark the invoice as sent, or create a credit. See Send an E-Invoice or Credit Note from Elite for step-by-step instructions and additional details.