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Creating and sending E-Documents

This guide explains when e-document creation is available in the platform and what needs to be prepared in advance. It also describes how the process differs for Peppol and Croatia (Fiskalizacija 2.0), how to create e-documents individually or in bulk, and where to send the created e-documents.

Important

An e-document can only be created if the customer has a supported Sending method selected.
Supported methods:

  • Peppol (Standard — BIS 3.0) (default)
  • Peppol (International — PINT)
  • Croatia (Fiskalizacija 2.0)

Not supported:

  • Email → e-document creation is not available.

1.Overview

The Create e-document feature allows you to convert regular invoices into electronic documents for sending through specialized networks:

  • Peppol (BIS 3.0 / PINT)
  • Croatia fiscalization system (Fiskalizacija 2.0)

The feature availability depends on the Sending method selected for the customer in settings.

 

2. Supported sending methods

The Create e-document option is available only if the customer has one of the supported methods selected in Sending method.

3. Required conditions before sending

3.1 For Peppol (BIS 3.0 / PINT)

If the customer has Peppol (Standard — BIS 3.0) or Peppol (International — PINT) selected, the following conditions must be met before creating/sending an e-document.

Condition 1 — Complete customer profile

All required company information must be filled in:

  • Business Name
  • Contact Person
  • Email
  • Address (Address Line 1)
  • Tax Number
  • Postal Code
  • City
  • Country
  • If the profile is incomplete, the platform will not allow you to create/send an e-document.
  • Peppol ID

Condition 2 — Select Peppol ID in settings
A chosen Peppol ID must be selected in Settings.

Condition 3 — Peppol ID must be confirmed by manager
The selected Peppol ID must be verified and confirmed by a manager.

Until confirmation is received, the platform will block sending (and may also hide/disable creation depending on system logic).

 

 

3.2 For Croatia (Fiskalizacija 2.0)

For Croatia (Fiskalizacija 2.0), the rules differ from Peppol.

Rule 1 — Peppol ID is NOT required
For Croatia, the customer does not need a Peppol ID.

Rule 2 — Tax number is required
The customer must have a tax number specified.
If tax number is not filled in, creating/sending e-documents for Croatia is not available.

Rule 3 — Manager contact required (activation)
For Croatia, fiscalization requires additional steps that cannot be completed entirely by the customer in the interface.
Before enabling and using Croatia (Fiskalizacija 2.0), the customer must contact a manager to complete activation steps, such as:

  • confirm/agree on the fiscalization provider
  • complete mandatory verification/setup steps
  • receive confirmation that the customer is ready to send

Only after this can the customer create and send e-documents.

4. Step-by-Step: How to create and send an E-Document

Step 1 — Check sending method
Open the customer settings and check the Sending method.
If Email is selected, e-document creation is not possible.

Step 2 — Complete required conditions
Depending on the method:

A) Peppol (BIS 3.0 / PINT)

  • ensure the customer profile is complete
  • select a chosen Peppol ID in Settings
  • ensure the manager has confirmed the chosen Peppol ID

B) Croatia (Fiskalizacija 2.0)

  • ensure the tax number is filled in
  • ensure that the provider is connected and the setup is complete

Step 3 — Create E-Document

Method 1: Individual creation

  • Go to Documents → Invoices
  • Find the invoice
  • Open the row actions menu (⋮)
  • Select Create e-doc

Important: “Create e-doc” is available only for invoices with status other than draft and only when sending_method is not Email.

Method 2: Bulk creation (qroup action)

  • Go to Documents → Invoices
  • Select 2+ invoices using checkboxes
  • Click Group Actions
  • Select Create e-doc

If among selected invoices there are any with sending_method = Email, the system will show a modal with warning. You can continue creating e-documents only for the invoices with supported sending methods.

Step 4 — Send E-Document
After creation, the e-document will appear in the E-Documents section.
Sending will use the configured Sending method:

  • Peppol BIS 3.0 → Peppol network (BIS 3.0 profile)
  • Peppol PINT → via PINT profile
  • Croatia Fiskalizacija 2.0 → through fiscalization

5. Common issues (quick troubleshooting)

“I don’t see Create e-document”

Possible reasons:

  • the customer has Email selected in Sending method
  • for Peppol: profile is incomplete / Peppol ID not selected / no manager confirmation
  • for Croatia: tax number not filled in / fiscalization activation not completed through manager
  • invoice is in draft status

“System requires Peppol ID, but I have Croatia”

For Croatia (Fiskalizacija 2.0), a Peppol ID is not needed — check that correct sending method is selected and Croatia rules are applied.

“I selected Peppol ID, but it still won’t send”

Most likely there is no manager confirmation yet. Ensure the chosen Peppol ID has been verified and confirmed by a manager.

“Bulk creation shows a modal about inability to convert”

This is expected if some selected invoices have sending_method = Email. Continue creating e-documents only for supported invoices.

Still have questions?

Contact us support@vatcompliance.co