Electronic Invoicing in Microsoft Dynamics 365 Business Central: 6 Key Questions to Ask Before Quoting a Project

An electronic invoicing project in Microsoft Dynamics 365 Business Central requires an analysis of each country’s tax requirements, the electronic documents the company needs to manage, and the integrations necessary to comply with local regulations. Before quoting an implementation, it is essential to evaluate these aspects to define the scope, estimate resources, and reduce unexpected issues throughout the project.

A preliminary assessment helps establish the technical scope, identify dependencies, and set clear expectations with the client from the earliest stages of implementation. To learn more about the solution’s standard capabilities, consult the official Microsoft Dynamics 365 Business Central documentation.

What should you review before quoting an electronic invoicing project?

These six questions will help you identify the main requirements before preparing a proposal to implement Microsoft Dynamics 365 Business Central with the appropriate localization features.

1. In which countries will the solution operate?

The first step is to identify the countries in which the company operates and must comply with tax obligations.

Each jurisdiction may establish different requirements for issuing, validating, transmitting, and storing electronic documents. When a company operates in multiple countries, it is necessary to assess the specific tax requirements of each market.

Before preparing a quote, identify:

• The countries and legal entities included in the project.
• The tax requirements applicable to each operation.
• The localizations needed to meet those requirements.
• Potential expansion needs into additional markets.

This information helps define the solution’s scope and assess configuration and integration requirements.

2. Which electronic documents does the client need to manage?

Not all companies have the same needs. Some need to issue electronic invoices, while others must also manage credit notes, debit notes, purchase documents, or other documents required by local regulations.

For this reason, it is important to identify which documents must be issued, received, validated, retrieved, or stored.

It is also worth verifying which of these processes are covered by the selected localization and whether additional requirements need to be considered.

For example, Microsoft documents a feature that allows users to link incoming electronic documents to purchase invoices in Business Central. Before including a feature of this type in the project scope, verify its availability for the version being used and its compatibility with the relevant localization.

Defining the document inventory from the outset helps prevent scope omissions and allows for a more accurate estimate of the resources required.

3. Which tax validations and requirements apply?

Tax requirements depend on the country, the type of document, and the commercial transaction.

Aspects that may need to be assessed include mandatory tax information, digital certificates, electronic signatures, validation rules, and authorization mechanisms, where applicable.

It is also necessary to determine how rejected documents are handled and what procedures are required to correct them.

Before submitting a proposal, verify which requirements are covered by the Microsoft Dynamics 365 Business Central localization and which may require additional configuration, integrations, or development.

4. Is an electronic invoicing service provider required?

To define the solution architecture, it is important to distinguish the responsibilities of the different components.

• Microsoft Dynamics 365 Business Central: Provides the standard capabilities applicable to the process and the configuration being used.
• The localization: Incorporates or facilitates features designed to address country-specific requirements, depending on its scope.
• The electronic service provider: Where applicable, may be involved in document transmission, validation, or processing.
• The client: Must provide accurate tax information and fulfill the responsibilities and authorization requirements applicable to its operations.

Not all projects require the same components. Therefore, it is essential to confirm which elements are involved, how they integrate, and who will be responsible for their configuration and maintenance.

In an electronic invoicing project, identifying each participant’s responsibilities helps establish integration requirements and define the implementation scope more precisely.

5. How will incidents and contingency scenarios be managed?

The technical assessment should also consider situations in which the process does not work as expected.

Document rejections, validation errors, service interruptions, and communication issues with external systems can affect operations if no procedures have been defined.

Before preparing a quote, review:

• How errors are identified and reviewed.
• What steps must be followed to correct and resubmit documents.
• Which contingency mechanisms are established by local regulations.
• Which responsibilities belong to the client, the provider, and the implementation team.

Available procedures must be verified for the specific solution and country. It should not be assumed that all localizations provide the same mechanisms.

6. How will regulatory updates and integrations be managed?

Regulatory changes and technology updates can affect how the solution operates.

For this reason, it is important to review how localization updates are managed, compatibility with different Microsoft Dynamics 365 Business Central versions, and dependencies on external providers.

It is also advisable to establish who will monitor regulatory changes, assess their impact, and coordinate the necessary testing or updates.

To identify technological developments that may affect the project, consult the Microsoft Dynamics 365 release plans. These publications provide information about announced Business Central updates, although their availability must always be verified and their potential impact on the localization being used must be assessed.

Defining these responsibilities helps plan maintenance and establish realistic expectations after go-live.

A thorough assessment starts before the quote

Assessing an electronic invoicing project early helps identify requirements, dependencies, and potential gaps between the client’s needs and the available capabilities.

At LLB Solutions, our localizations for Microsoft Dynamics 365 Business Central are designed to help adapt the solution to local requirements across different Latin American countries.

Understanding each localization’s scope and comparing it with the client’s actual processes is essential to preparing more accurate proposals and planning implementations with greater clarity.

Planning your next project?

At LLB Solutions, we can help you explore our localizations for Microsoft Dynamics 365 Business Central and assess which ones align with your project’s requirements in Latin America.

Contact us to discuss the needs of your next project.

Is there a tax or technical requirement you consider essential to evaluate before quoting an implementation? Share your thoughts and experience with us. Contact us