Balsoft GmbH - Microsoft Dynamics 365 Partner

E-invoicing · Dynamics 365 F&O

E-invoicing for Dynamics 365 Finance & Operations

XRechnung and ZUGFeRD from Dynamics 365 F&O, checked, sent and filed in one step, together with every other document your ERP prints.

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E-invoicing in D365 F&O

Dynamics 365 F&O comes with its own Electronic Invoicing building blocks. Sending to customers, filing in the DMS and all other documents usually remain yours to solve.

Hive BDC covers the whole way: produce the e-invoice, check it, send it from your mailbox and file it. Today for Dynamics 365 F&O on-premises (LBD); for D365 F&O in the cloud we agree the export path with you.

The e-invoicing obligation in Germany

  1. 1 January 2025

    Every company must be able to receive e-invoices.

  2. 1 January 2027

    Companies with more than 800,000 EUR prior-year turnover must send e-invoices.

  3. 1 January 2028

    All companies must send e-invoices for domestic B2B business.

Public-sector buyers already require XRechnung with a Leitweg-ID today. Exempt are, among others, small-amount invoices up to 250 EUR.

How the e-invoice is produced in D365 F&O

  1. 1Balsoft installs the Data Flow module in your Dynamics 365 F&O.
  2. 2When the invoice is posted, a Data Flow batch job writes the invoice data as JSON and the printed PDF into an export folder.
  3. 3Hive BDC on your Windows server picks both up, checks the invoice against EN 16931 and XRechnung and produces the XRechnung or the ZUGFeRD PDF.
  4. 4The e-invoice goes to the customer from your own Microsoft 365 mailbox. If you want, it is also filed in SharePoint or your DMS.

What matters for D365 F&O

  • One flow for every document: invoices as e-invoices, order confirmations, quotations, collection letters, purchase orders and payment advices as PDF.
  • Recipient, subject and text come from the ERP. Mail is sent from your own mailbox and kept in its sent items.
  • Documents from test and development systems go to your test recipients, never to customers or vendors.
  • Filing straight into SharePoint, also with ShareFlex, with metadata from the document; other DMS read the output folder.

The user guide for this system is in preparation.

The formats

XRechnung 3.0.2

XML in the CII syntax under EN 16931, for public-sector buyers and every recipient who processes XML.

ZUGFeRD 2.5.2 / Factur-X 1.09.2

PDF/A-3 with the XRechnung XML embedded: readable for people, machine-readable for software.

Checked before sending

Every invoice runs through the EN 16931 and XRechnung business rules; findings are logged with their rule ID.

All details on formats and contents

Frequently asked questions

Does Hive BDC work with D365 F&O in the cloud?

Today Hive BDC works with Dynamics 365 F&O on-premises (LBD), AX 2012 and AX 2009. For D365 F&O in the cloud we agree the export path with you, talk to us.

Which formats does Hive BDC produce?

XRechnung 3.0.2 as XML in the CII syntax and ZUGFeRD 2.5.2 (Factur-X 1.09.2) as PDF/A-3 with the XRechnung XML embedded. You choose per customer which format they receive.

What about credit notes, cash discounts and the Leitweg-ID?

Credit notes and corrected invoices go out with the matching type code (381, 384). Cash discounts (Skonto), also in several stages, are written in the machine-readable XRechnung form. The Leitweg-ID for public-sector buyers goes into the invoice as the buyer reference (BT-10).

What infrastructure do we need?

A Windows server from Windows Server 2016, an export folder and Microsoft 365 for sending mail. SharePoint or a DMS are optional. The full system requirements are on the Hive BDC product page.

Does our data stay in house?

Yes. Hive BDC runs on your own server. Documents only go to your recipients and the SharePoint site you set up, never to Balsoft or another service.

E-invoicing for other Dynamics versions

Dynamics AX 2012

E-invoicing for Microsoft Dynamics AX 2012

German e-invoices from Microsoft Dynamics AX 2012 R3 without an upgrade: XRechnung 3.0.2 and ZUGFeRD 2.5.2, checked against EN 16931, sent by mail. User guide included.

Learn more

Dynamics AX 2009

E-invoicing for Microsoft Dynamics AX 2009

German e-invoices from Microsoft Dynamics AX 2009: XRechnung 3.0.2 and ZUGFeRD 2.5.2, checked against EN 16931, built from the PDFs AX 2009 prints. No upgrade.

Learn more

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