DocuWare supports various e-invoicing standards through different modules. For email processing, functionality is available in Connect to Outlook and General email/Connect to Mail.
An e-invoice is a standardized, machine-readable invoice (XML-only or PDF with embedded XML) that includes mandatory fiscal and audit metadata required for automated validation and GoBD-compliant processing. To process electronic invoices and ensure GoBD-compliant storage of e-invoices received via email, the use of General email/Connect to Mail is recommended. This ensures efficient handling of modern e-invoices.
Additionally, DocuWare Import can be used to process e-invoices.
Configuring e-invoicing with Connect to Mail
To read about processing e-invoices with General email/Connect to Mail in detail, refer to the article Import and index e-invoices with Connect to Mail.
Configuring e-invoicing with Connect to Outlook
To read about processing e-invoices with Connect to Outlook in detail, refer to the article Import and index e-invoices with Connect to Outlook.
Configuring e-invoicing with DocuWare Import
DocuWare Import can store e-invoices using a document processing configuration:
1. Document Processing: Create a Configuration
Go to DocuWare Configurations > Document Processing.
Create a configuration using a sample document of your choice. DocuWare Desktop/Import will then process this specific type of e-invoice using this configuration.
To use the automatic e-invoice identification with DocuWare 7.13 and later, under the Source tab, activate the checkbox Select configuration automatically, which reveals a new tab under Processing.
Go to the tab Processing and click the newly revealed Identification tab.
Under Identification, set up the identification rules.
2. DocuWare Desktop: Create Import Folder
In DocuWare Desktop, create an import folder as usual.
Link the import folder to a document processing configuration.
To use the automatic e-invoice identification with DocuWare 7.13 and later, open the dropdown Configuration and select Automatic identification.
All e-invoices that match the configuration type will be automatically stored and processed.