Before using E-Invoicing in your Production environment, you should test it in your Elite Test environment. Your Elite 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
- Elite Configuration Prerequisites
- Configure Test Recipients
- Test with a Trading Partner
- Send a Test Invoice
- Payment Plans
- Troubleshooting
Before You Test
Elite Configuration Prerequisites
Certain configuration must be completed in the Elite 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 financials in Elite to create invoices, 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's account:
- Set the appropriate test identifiers below as the Tax ID.
- Set the test Secondary Tax ID and the secondary Tax ID's scheme, if needed.
- Add a valid 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 | Secondary Tax ID Field | Secondary Tax Scheme Field |
|---|---|---|---|
| Germany | DE434343434 | not used | VAT |
| Netherlands | NL123123123B12 | 123123123 | KVK |
| Austria | ATU12341234 | not used | VAT |
| Sweden | SE123451234501 | 5599991238 | ORGNR |
Send a Test Invoice
Once your setup is complete, you are ready to send a test invoice! Create an invoice in Elite using your test recipient (either with test IDs or your trading partner) and send it:
- To send an e-invoice through the PEPPOL network only, click Mark as Sent.
- To send an e-invoice through the PEPPOL network and also email a PDF version of the invoice, click the envelope icon and send the invoice as usual.
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.
Troubleshooting
If the Storecove ID and Peppol file 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:
- 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 Secondary Tax ID is correct.
- On the invoice slider, confirm that the invoice's Storecove ID field is empty. If this field already contains an ID, the integration treats this as a duplicate and stops. 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 Elite, set the invoice status back to Unsent and then Sent. This will trigger the integration to attempt to resend the invoice.