Send Documents Automatically

Automatic sending is a sweep that looks for posted sales invoices and credit memos that have not been sent yet, whose customer has a Peppol endpoint, and sends them. It runs from a job queue entry, and you can also run it once by hand. Turn it on when you would rather not remember to press Send on every posted document.

The sweep only ever adds sends. It never re-sends something that already went out.

Prerequisites

A working connection and a mapped company with mapping status OK.
Customers with a Peppol Endpoint. The sweep skips the rest.

Turn on automatic sending

Choose the Search icon, enter E-Invoice Platform Setup, and then choose the related link.
On the Automatic Sending FastTab, switch on Auto-Send Enabled.
Fill in Auto-Send From Date.
Set up a job queue entry for the sweep and set it to Ready.

Auto-Send From Date is required, and the sweep refuses to run without it. That is deliberate rather than fussy: with no lower bound, the first run would send every posted document still in the company — years of history, to real customers. You get this instead:

Auto-Send From Date is empty. Without a lower bound the first run would send every posted document still in the company, so this refuses to run rather than guess.

Pick a date you are comfortable having documents sent from. Anything posted before it is never touched by the sweep, though you can still send those documents by hand.

If the job queue entry is set to Ready while automatic sending is switched off, it stops with:

Automatic sending is not enabled. Turn on Auto-Send Enabled in E-Invoice Platform Setup, and set Auto-Send From Date, before setting this job queue entry to Ready.

Run the sweep once, now

Choose the Send Pending Documents Now action on the setup page. It does exactly what the job queue does — every posted sales invoice and credit memo from the Auto-Send From Date onwards that has not gone out yet and whose customer has a Peppol endpoint — without waiting for the schedule.

Use it after you have filled in a batch of Peppol endpoints, or to confirm the sweep does what you expect before you leave it to a schedule.

What the sweep does and does not pick up

It considers only customers that have a Peppol endpoint. This is more useful than it sounds: fill in an endpoint for a customer later, and that customer's backlog goes out on the next run, without you having to find those documents.

It does not send self-billed documents. Those are always sent deliberately from the posted purchase document. See Issue Self-Billed Invoices in a Supplier's Name.

Verify the setup

Run Send Pending Documents Now once and read the summary:

n sent, n failed. Details are in the E-Invoice Platform Log.

Then open the E-Invoice Platform Log. Entries the sweep produced show Sent Via as Job Queue; ones a person pressed show Manual. Entries written before this was recorded show blank.