Connect the workflow, not just the document
E-Invoice integration involves source data, document preparation, submission and follow-up. Your team also needs a clear way to review validation results, resolve exceptions and retain the relevant references.
Areas to assess together
Data readiness
Review supplier and customer identifiers, line items, transaction types and the fields required for the applicable document.
System connection
Assess the source application, available APIs and credentials, and the integration responsibilities of each party.
Operational follow-up
Plan how staff view submission outcomes, correct source records and handle exceptions without losing transaction traceability.
Testing and rollout
We define the required document flows and test representative transactions before agreeing a rollout plan. Requirements such as cancellation, rejection, self-billing or consolidated documents are assessed only where they apply to your business.
Implementation phases, exemptions and tax obligations are determined by HASiL’s current guidance and your circumstances. Confirm those requirements with your finance team or tax adviser; our discussion focuses on the software and integration scope.
What to prepare
- Your invoicing or ERP application and a sample document
- The transaction types and approximate document volume
- Current data-quality issues and integration access