AX / D365FO – Attach documents (in base64 format) in Electronic Invoice XML files

To attach a document in XML electronic invoices just follow these steps :

• In this example we’ll create an Project e-invoice
  First be sure the customer has these 2 flags enabled in the E-INVOICE section :
  – eInvoiceregister
  – einvoice attachment
  

• Now create a Project
• Create an item requirement order
• Post the Packing slip
• Return to the project and create an Invoice Proposal (Remember to insert an Invoice Template)
  

• In the invoice proposal add an attachment
  

• Add a new file type attachment
  

• Choose a file
  

• In the Restriction section select “External“
  

• Save it
• Now post the invoice proposal
  

• Return in your project and select “Invoice journals”
  

• Here is your newly created invoice
  

• Go to “Project management and accounting” > E-Invoices > Electronic invoices
  

• Select your invoice and click “Create”
  

• Once created, click on “Export”
  

• Open the xml file
  

• In the last XML section you’ll notice that the document has been written in BASE64 format