Create e-documents from posted sales invoices
Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | - | May 2025 |
Business value
Electronic documents (e-documents) are documents such as invoices and receipts in both directions, delivery, and receipt. Using e-documents requires some configuration, and sometimes things go wrong. If there was a problem when you posted sales documents and Business Central didn't create e-documents for them, you can generate new e-documents from the posted documents. For example, generating related e-documents can help you stay compliant with local or industry requirements.
Feature details
If there was a problem with your setup for e-documents, and Business Central didn't create a related e-document when you posted a sales invoice, for example, you can quickly create one yourself. To check whether Business Central created an e-document, open the Posted Sales Invoice page and select the Open E-Document action. If you don't find a related e-document, you can run the Create New E-Document action to generate one based on the workflow rules. If a related e-document does exist, you can't use the action.
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