Before using E-Invoicing in your Production environment, you should test it in your Enterprise Test environment. Your Enterprise Test environment uses test exchange networks and test identifiers instead of the live PEPPOL network. This allows you to confirm that all configuration is correct without impacting real customer invoices or other financial records.
In this article:
Before You Test
Enterprise Configuration Prerequisites
Certain configuration must be completed in the Enterprise application before E-Invoicing can be used in Production or Test. Confirm that this configuration is complete; see E-Invoicing Configuration Prerequisites for the complete list. If you are already using AR and/or AP in Enterprise, much of this may already be done.
Configure Test Recipients
To test invoice delivery, select a recipient account to test with and add test identifiers. You must use a test identifier for the test send to complete.
On the test recipient account's A/R Demographics:
- Set the appropriate test identifier below as the Tax ID.
- Set the test E-Invoice ID, if needed.
- In the E-Invoice Scheme field, select the appropriate E-Invoice scheme(s).
- Add a valid email to Email (AR001_EMAIL); this email is used as a fallback if invoicing sending fails. If you are using a client account and they are not assisting you with testing, replace their email with your email or a coworker's email.
| Country | Tax ID Field | E-Invoice ID Field | E-Invoice Scheme Field |
|---|---|---|---|
| Germany | DE434343434 | not used | VAT |
| Netherlands | NL123123123B12 | 123123123 | KVK |
| Austria | ATU12341234 | not used | VAT |
| Sweden | SE123451234501 | 5599991238 | ORGNR |
| Great Britain | GB123123123 | not used | VAT |
Test with a Trading Partner
If you have a trading partner who also has a legal entity registered in the Momentus E-Invoicing Test environment, you are able to test both sending and receiving invoices. The partner must be added as an account in your Enterprise Test environment with the required information added in A/R Demographics (see E-Invoicing Configuration Prerequisites), including their actual Tax ID instead of the Test IDs listed above.
If the trading partner is not registered in the E-Invoicing Test environment, the invoice will not be sent and will not appear in their Enterprise environment. Instead, they will receive an email with the e-invoice XML file attached. This email is separate from the invoice email sent from Enterprise if you choose Create and Email Invoices when sending the invoice.
Send a Test Invoice
Once your setup is complete, you are ready to send a test invoice! Create an invoice in Enterprise using your test recipient (either with test IDs or your trading partner) and send it:
- To send an e-invoice only, click Create.
- To send an e-invoice and also save a PDF version of the invoice to the Documents tab, click Create and Print.
- To send an e-invoice and also email a PDF version of the invoice, click Create and email Invoices. A PDF version of the invoice will be emailed to the recipient and also be saved on the documents tab.
The integration is triggered and the invoice is converted and sent through the test network exchange. Once sending is complete:
- An invoice note is added to the Invoice Notes tab, including a Globally Unique Identifier (GUID).
- The e-invoice document is added to the Invoice Documents tab. This document is in XML format.
- On the Invoices page in the Invoice Search column, the GUID is included in the note.
If you are testing with a trading partner, they will receive the invoice in their Enterprise Test environment:
- An external invoice record displays on the External Invoices page.
- The original e-invoice XML is attached to the record so they can review the source payload.
- Positive-amount documents are recorded as Document Type VI (Invoice).
- Negative-amount documents are recorded as Document Type VC (Credit Note).
- In the XML document, you may see tax category codes created by Storecove. See Storecove Tax Category Codes for descriptions of the codes.
- If you selected Create and Email Invoices, they will also receive an email from Enterprise with a PDF of the invoice attached.
Payment Plans
The integration handles three different invoice paths and applies tax differently to each. If you use Payment Plans, test all paths that apply to your workflow.
| Scenario | Path | What is sent |
|---|---|---|
| Standard invoice with event lines | EV (Event) | All event lines with their tax codes |
| Phase 1 deposit on a Payment Plan | PP_ORDERED | Deposit line only |
| Phase 5 final invoice on a Payment Plan | PP_ACTUAL | All event lines, with deposit allocations netted out (deposit reversals) |
Troubleshooting
If the invoice note, XML document, or GUID do not appear after a few minutes, check the items below. The E-Invoicing integration stops without raising an error if any of these apply:
- Check these values in the recipients A/R Demographics:
- Confirm Invoice Method is set to E-Invoice (I).
- Confirm that the Tax ID is the correct test Tax ID for the recipient's country. If the recipient is in The Netherlands or Sweden, confirm that the E-Invoice ID is correct.
- On the Invoices page, confirm that the invoice's Invoice Search field is empty. If this field already contains a GUID, the integration treats this as a duplicate and stops. Clear Invoice Search or use a new invoice to retest.
If the above are correct and the invoice still does not appear, check the Momentus Connect Activity Log:
- Go to Momentus Connect and locate the E-Invoicing app card.
- Click More Information to open the integration page, and go to the Activity Log tab.
- Find the error entry and click to see details. Common issues are missing data or incorrect mapping.
After fixing the issue in Enterprise, set the invoice status back to Ready or update any field on the invoice. This will trigger the integration to attempt to resend the invoice.
Receive a Test Invoice
If you are testing with a trading partner, they can send you a test invoice:
- They configure you as an account in their Enterprise environment as outlined in Test with a Trading Partner.
- They send a test invoice following the steps in Send a Test Invoice.
- You will receive the invoice and the record displays on the External Invoices page in your Enterprise Test environment.