Skip to content

E-Invoice Setup

Last updated: 27.03.2026 • Reading time: ~6 minutes

Use E-Invoice Setup to control how hybrid e-invoices are handled in Smart Processing.

Hybrid formats such as ZUGFeRD and XRechnung can contain both PDF and XML information. With this setup, you decide:

  • whether embedded e-invoice data should be extracted automatically,
  • which file type is used for processing,
  • and which file type is archived.

Open E-Invoice Setup

You can open the page in two ways:

  1. Open Smart Processing Setup.
  2. Select E-Invoice Setup.

Or:

  1. Search for E-Invoice Setup in Business Central.
  2. Open the setup card.

Page Structure

The page is split into these areas:

  • General
  • ZUGFeRD
  • XRechnung

The options in ZUGFeRD and XRechnung are only available when extraction is enabled.

General

E-Invoice Attch. Extraction

Enable E-Invoice Attch. Extraction to let Smart Processing automatically detect and extract e-invoice attachments before classification and capture.

When enabled:

  • the system checks incoming documents for ZUGFeRD and XRechnung,
  • related PDF/XML content is prepared for further processing,
  • and processing can use either PDF or XML depending on your setup.

When disabled:

  • Smart Processing uses the original inbound document without e-invoice extraction logic.

ZUGFeRD Settings

Zugferd Processing Handling

Choose which file should be used as the processing source:

  • Process PDF File
  • Process XML File

This setting controls which content is used for steps such as classification, data extraction, and workflow resolution.

Zugferd Archive Handling

Choose which files are archived after processing:

  • Archive PDF Only
  • Archive XML Only
  • Archive Both PDF and XML

XRechnung Settings

XRechnung Processing Handling

Choose which file should be used as the processing source:

  • Process PDF File
  • Process XML File

This setting controls which content is used for steps such as classification, data extraction, and workflow resolution.

XRechnung Archive Handling

Choose which files are archived after processing:

  • Archive PDF Only
  • Archive XML Only
  • Archive Both PDF and XML

How Processing and Archiving Work Together

In hybrid e-invoice scenarios, processing and archiving are controlled separately:

  1. Processing Handling decides which file drives the workflow behavior.
  2. Archive Handling decides which files are stored at completion.

This allows you, for example, to process with XML for structured extraction while archiving both XML and PDF for audit and readability needs.

What Users See in Daily Work

Depending on your setup, users may see:

  • processing behavior based on XML even when a PDF exists,
  • preview information that includes both the leading document and the related e-invoice attachment,
  • and separate assignment or error results for each file in a multi-file scenario.

Best Practices

  • Start with Process XML File for XRechnung and ZUGFeRD when structured data quality is the priority.
  • Use Archive Both PDF and XML if both visual and structured audit evidence are required.
  • Review failed assignments per file when working with package-based distribution.

See Also