Convert to e-Invoice | Smart Flows

Experlogix Smart Flows allows the user to convert a document into an electronic invoice meeting ZUGFeRD and PEPPOL-BIS 3.0 standards. ZUGFeRD is an e-invoice standard which includes a PDF file with an embedded XML file for each invoice, combining human and machine-readable data into a single PDF, whereas PEPPOL is an e-Invoice standard that is widely followed across Europe. This streamlines the e-Invoice delivery process by providing a standardized network through which companies can securely exchange structured e‑invoices. A sender uploads the UBL‑based invoice—defined by the Peppol BIS specification—to their Access Point, which then transfers it to the recipient’s Access Point for retrieval.

The Smart Flows application includes a Convert to e-Invoice flow block, enabling compliant invoicing between businesses and business to government.

Flow Block Parameters

The dropdown menus below provide all of the flow block's configuration options with detailed information and recommendations to help you configure your flow block.

Flow block customization buttons

You can further customize your flow block's parameters in several ways

Users can use linked fields to map data from your data set(s).
Users can use edit fields to customize the flow block.
Using delayed output settings to wait for signatures or file names of completed documents.

Flow output

The Flow output section allows you to select the output of the converted file.

Index No.	Component, Control, or Indicator	Function
1	Target document	When checked, a link is provided to the converted document in the flow output.
2	Target Document Name	When checked, the document name of the converted document is displayed in the flow output.
3	Compliance test passed	When checked, the compliance test result is displayed in the flow output. (true/false).
4	Compliance test report	When checked, an XML file containing the details of the compliance test result is provided in the flow output.

Basic settings

The Basic settings section allows you to select a document and then embed the data for conversion. You must select the eInvoice type to view the corresponding fields:

ZUFeRD format
Peppol BIS Billing 3.0 (default)

ZUFeRD format

Index No.	Component, Control, or Indicator	Function
1	Document	Map the document for conversion.
2	Embedded UBL data	Map the data which must be embedded in the document.
3	Embedded data name	Enter/Map a name for the data embedded.
4	Embedded data description	Enter/Map a description for the embedded data.

PEPPOL BIS Billing 3.0

Index No.	Component, Control, or Indicator	Function
1	PEPPOL BIS Billing 3.0 data	Map the PEPPOL data required to create e-Invoice.
2	PDF Attachment	Map record to attach the e-Invoice.
3	Attachment description	Enter/Map a description for the e-Invoice.

Check Stop the flow if there are warnings during conversion, incase you come across any warning message so that you can rectify the issue.

Name & format settings

The Name & format settings allows you to set the name, date, and time settings of the document.

Index No.	Field name	Function
1	Document name	The name of the stored document.
2	Date format	Sets the date format. When you make a selection here, a timestamp is added to the name of the document. The timestamp is separated into date and time, but when you link a field here, both the date and time fields can accept all date and time symbols, refer to Date & time patterns for more information.
3	Time format	Sets the time format for the field.