Setting Up Avalara E-Invoicing and Live Reporting (ELR)

DE E-Rechnung
FR e-facture

To support enterprise and public e-invoicing, JustOn Billing & Invoice Management can prepare electronic invoices.

Be aware that there are various e-invoice formats, distribution channels, and operators. To help get a wider reach, JustOn Billing & Invoice Management (as of v2.110) integrates with Avalara E-Invoicing and Live Reporting (ELR). This global e-invoicing network supports many protocols and document formats and interoperates with tax authority platforms and exchange networks worldwide, enabling automated e-invoicing across multiple countries and tax jurisdictions.

Avalara E-Invoicing and Live Reporting (ELR) is a paid service. Before you can use Avalara ELR with JustOn Billing & Invoice Management, you must enter into a corresponding contract with Avalara.

Prerequisites

Avalara ELR introduction

Avalara E‑Invoicing and Live Reporting Demo | YouTube

Avalara user account

Prior to using Avalara ELR with JustOn Billing & Invoice Management, your organization must create a user account with Avalara.

• Active Avalara account with ELR service enabled
• Access to the Avalara Cockpit (management console)

• Client key and client secret for the Avalara ELR API

  To get the client key and client secret in the Avalara Cockpit, navigate to Integrations > License key and client secrets > Create key. Copy the produced values.

Country activation

As an Avalara user, you explicitly activate e-invoicing for countries across the world. For details, see E-Invoicing Activation | Avalara Knowledge Center.

• Countries activated for e-invoicing in your Avalara Cockpit
• Required country mandates enabled for your target markets

Business entity

To use Avalara ELR with JustOn Billing & Invoice Management, you must properly set up your business entity as described in Preparing Business Entity.

Your business entity maps to a company in Avalara ELR.

Common e-invoice setup

Before setting up Avalara ELR, make sure to complete the common e-invoice setup in JustOn Billing & Invoice Management.

Configuring Avalara ELR Connection

To access the Avalara ELR service, you must provide authentication credentials and configure the connection settings. To do so:

1. Click to access the App Launcher, and select JustOn Billing Configuration.

2. Open the Avalara ELR Configuration tab.

   Accessing the Avalara ELR configuration dialog requires Lightning Web Security enabled for your org.

   To check for this setting, click to enter Setup, then navigate to Security > Session Settings, and make sure that Use Lightning Web Security for Lightning web components and Aura components is selected.

3. Select the Connection sub-tab.

4. In the Environment field, select the relevant Avalara ELR service environment to which to connect.

   There are two options:

   Environment	Intended Use
   Production	Live operations
   Sandbox	Development and testing

5. Enter your Avalara ELR API access data.

   • Client ID – your Avalara ELR API client key
   • Client Secret – your Avalara ELR API client secret

   See Avalara user account in Prerequisites.

6. Optionally, click Refresh next to the Signature Key field to create a new signature key to be used for signed incoming messages from Avalara.

   Copy the produced value to the corresponding field in the Avalara Cockpit. For details, see Add webhook | Avalara Knowledge Center.

7. Click Get URL next to the Notification URL field to retrieve the URL used for incoming messages from Avalara.

   Copy the produced value to the corresponding field in the Avalara Cockpit. For details, see Add webhook | Avalara Knowledge Center.

8. Click Save.

   This saves the current configuration.

9. Click Test Connection to test the connection to the Avalara ELR service.

   This checks the connection with the currently stored credentials.

10. Click Activate.

    This checks the current configuration and activates the connection if successful.

Configuring Avalara ELR Country Mandates

Individual country mandates allow for flexibly controlling the e-invoice formats, distribution channels, additional documents, etc. – according to the legal and technical requirements for e-invoicing per country and, where applicable, specific contexts (like B2B or B2G).

Each target market to which you want to send e-invoices with Avalara ELR requires an individual country mandate.

Adding Country Mandate

Once you have activated a country in the Avalara Cockpit, you import the Avalara ELR country mandate to JustOn Billing & Invoice Management. To do so:

1. Click to access the App Launcher, and select JustOn Billing Configuration.
2. Open the Avalara ELR Configuration tab.
3. Select the Country Mandates sub-tab.

4. Click Add Mandate.

   This opens a dialog that lists the available Avalara ELR country mandates.

   If you cannot find a specific country mandate you may have to activate it in the Avalara Cockpit first.

5. Select the Avalara ELR mandate you want to add.

6. Click Next.

   This opens the Select Business Entity dialog.

7. In the Business Entity field, select the business entity that will use the selected country mandate.

8. Click Add

   This adds the selected Avalara ELR country mandate. To make it actually available to the selected business entity for e-invoicing, you must add the country mandate as e-invoice format and activate it.

Understanding Country Mandate Data

The Data field of the country mandate configuration holds the mandate settings in JSON notation. Some keys are set when adding the mandate and rarely need to be changed, others configure optional behavior.

The post-processing object supports the following keys:

Keys of the type boolean expect their value without quotation marks. Specifying "true" instead of true causes a validation error when saving the configuration.

{
  "e-invoice-file-type": "application/xml",
  "enable-document-level-allowances-and-charges": true,
  "document-type-mapping": {
    "ubl-invoice": {
      "field": "ONB2__Class__c",
      "value": "Invoice"
    },
    "ubl-creditnote": {
      "field": "ONB2__Class__c",
      "value": "Credit"
    }
  },
  "response-mapping": [
    {
      "response-key": "IdentificativoSdI",
      "target-field": "CustomRegistrationNumber__c"
    },
    {
      "response-key": "QRCode",
      "target-field": "CustomQRCode__c"
    }
  ],
  "post-processing": {
    "rebuild-pdf": true,
    "distribution-channel": "Email",
    "email-file-types": "Invoice Pdf, E-Invoice"
  }
}

E-Invoice File Type

Depending on the country mandate, Avalara ELR may return more than one file – for example, an XML document accompanied by a PDF file. The e-invoice-file-type key specifies which of them is the e-invoice. This determines how JustOn Billing & Invoice Management handles the returned files, and consequently, which document is the customer-facing invoice.

Usually, the mandate import sets this key correctly. Change it only if the files produced for your mandate require a different interpretation.

Setting the key correctly matters beyond the e-invoice itself. If the e-invoice is a PDF file, this file is the invoice document – and therefore the file that all invoice PDF operations work on: JustOn Billing & Invoice Management sends and distributes it, and rebuilding or recreating the invoice PDF writes a new version of exactly this file. The invoice PDF originally produced by JustOn Billing & Invoice Management is left untouched.

This is intended for ZUGFeRD files, where the e-invoice PDF is what the customer receives. It becomes a problem when a file is declared as the e-invoice although it is not.

Document Type Mapping

Avalara ELR country mandates distinguish invoice documents (ubl-invoice) from credit note documents (ubl-creditnote). The document-type-mapping key specifies how JustOn Billing & Invoice Management decides which document type applies to a given record.

By default, the decision is based on the invoice field Class (ONB2__Class__c): records with the value Invoice produce a ubl-invoice document, records with the value Credit a ubl-creditnote document.

"document-type-mapping": {
  "ubl-invoice": {
    "field": "ONB2__Class__c",
    "value": "Invoice"
  },
  "ubl-creditnote": {
    "field": "ONB2__Class__c",
    "value": "Credit"
  }
}

Usually, this default mapping works out of the box. If a project-specific solution distinguishes invoices from credits by another field, specify this field and the corresponding value for each of the two document types.

Activating or Deactivating Country Mandate

To activate (or deactivate) an Avalara ELR country mandate:

1. Click to access the App Launcher, and select JustOn Billing Configuration.
2. Open the Avalara ELR Configuration tab.
3. Select the Country Mandates sub-tab.

4. Click the configuration name for the mandate you want to activate (or deactivate).

   This opens the country mandate configuration detail page.

5. Click Activate (or Deactivate).

   This activates (or deactivates) the selected Avalara ELR country mandate, allowing (or disallowing) the use for e-invoicing with JustOn Billing & Invoice Management.

Customizing Country Mandate

Avalara ELR country mandates include standard mappings for invoices and credits from JustOn Billing & Invoice Management fields to Avalara ELR country mandate fields. Generally, these mappings work out of the box for most use cases. However, particular business cases may require some modification, for example, if a specific country mandate requires data that JustOn Billing & Invoice Management does not provide by default.

"ONB2_Standard_Mapping_Information" : {
    "SourceObject" : "ONB2__Invoice__c",
    "Field" : "ONB2__Date__c"
},
"ONB2_Custom_Mapping" : {
    "SourceObject" : "ONB2__Invoice__c",
    "Field" : "CustomDate__c"
}

"ONB2_Standard_Mapping_Information" : {
    "SourceObject" : "ONB2__Invoice__c",
    "Field" : "ONB2__Date__c"
},
"ONB2_Custom_Mapping" : {
    "StaticValue": "2025-10-25"
}

To access the country mandate configuration:

1. Click to access the App Launcher, and select JustOn Billing Configuration.
2. Open the Avalara ELR Configuration tab.
3. Select the Country Mandates sub-tab.

4. Click the configuration name for the mandate you want to edit.

   This opens the country mandate configuration detail page. It shows the basic mandate data and links to the mapping files.

Now customizing the data mapping usually involves these steps:

• Validating the existing mapping
• Downloading the relevant mapping file
• Applying the modifications
• Uploading the modified file

Validating Existing Mapping

To check if the existing mapping meets the requirements, you validate the country mandate.

1. On the country mandate configuration detail page, click Validate.

   This validates the selected mandate and the field mappings. If the validation fails or if you need a custom mapping, proceed to modify the mapping file.

Downloading Mapping File

To download the relevant mapping file:

1. On the country mandate configuration detail page, click the name of the JSON mapping file you want to modify.

   This opens the Salesforce file management overlay dialog.

2. Click Download.

   Save the file using your browser's file download dialog.

Modifying Mapping File

To edit the downloaded mapping file:

1. Open the downloaded JSON mapping file in a text editor of your choice.
2. Locate the field definition you want to edit.

3. Add or modify the ONB2_Custom_Mapping section as required.

   There are two options:

   Field mappingStatic value

   → Map to a specific object and field

   "ONB2_Standard_Mapping_Information" : {
       "SourceObject" : "ONB2__Invoice__c",
       "Field" : "ONB2__Date__c"
   },
   "ONB2_Custom_Mapping" : {
       "SourceObject" : "ONB2__Invoice__c",
       "Field" : "CustomDate__c"
   }
   

   The mapping can point to formula fields, which allows for leveraging custom logic.

   For details, see "Understanding data mapping" under Customizing Country Mandate.

   → Provide a fixed value instead of a field mapping

   "ONB2_Standard_Mapping_Information" : {
       "SourceObject" : "ONB2__Invoice__c",
       "Field" : "ONB2__Date__c"
   },
   "ONB2_Custom_Mapping" : {
       "StaticValue": "2025-10-25"
   }
   

4. Save the file.

Uploading Modified Mapping File

To upload the modified mapping file:

1. On the country mandate configuration detail page, click the name of the JSON mapping file you want to modify.

   This opens the Salesforce file management overlay dialog.

2. Click to open the action menu, then select Upload New Version.

3. Select the modified mapping file using your browser's file selection dialog.
4. Optionally, provide an update message.

5. Click Upload.

   This makes the modified mapping file available and returns you to the country mandate configuration detail page.

6. Click Validate.

   This validates the selected mandate and the customized field mappings.

Enabling Document-Level Allowances and Charges

By default, JustOn Billing & Invoice Management writes every invoice line item as an itemized invoice line. Optionally, it can write offsetting positions – invoice line items that reduce the invoiced amount – as document-level allowances (BG-20) or charges (BG-21) instead. This may be necessary for specific country mandates, because some of them reject invoices whose invoice lines mix positive and negative amounts.

Unlike the other e-invoice formats, Avalara ELR country mandates do not provide a toggle for this option. Instead, you specify it in the Data field of the country mandate configuration.

To enable document-level allowances and charges for a country mandate:

1. Open the relevant country mandate configuration.

   Opening a country mandate configuration

   1. Click to access the App Launcher, and select JustOn Billing Configuration.
   2. Open the Avalara ELR Configuration tab.
   3. Select the Country Mandates sub-tab.

   4. Click the configuration name for the relevant mandate.

      This opens the country mandate configuration detail page.

2. In the Data field, add the top-level key enable-document-level-allowances-and-charges, and specify the value true.

   "enable-document-level-allowances-and-charges": true
   

   Specify true as a boolean, that is, without quotation marks. Unlike some other keys of the Data field, this key does not accept a string value – specifying "true" causes a validation error when saving the configuration.

3. Click Save.

   For every e-invoice created using this country mandate, JustOn Billing & Invoice Management writes the offsetting positions as document-level allowances or charges.

4. Validate the country mandate.

To disable the option again, remove the key from the Data field or set it to false.

Validating Country Mandate

After customizing mandate data, you must validate the Avalara ELR country mandate to ensure its compliance with the country requirements.

The validation checks the configured field mappings. A mandate is considered valid if

• all required fields have a mapping source,
• all mapping sources are accessible and correctly spelled.

To validate a mandate:

1. Click to access the App Launcher, and select JustOn Billing Configuration.
2. Open the Avalara ELR Configuration tab.
3. Select the Country Mandates sub-tab.

4. Click the configuration name for the mandate you want to validate.

   This opens the country mandate configuration detail page.

5. Click Validate.

   This validates the selected mandate and the field mappings. Detailed validation results show any configuration issues in the Validation Error field.

Updating Country Mandate

It may be necessary to synchronize the currently stored data of an Avalara ELR country mandate with the newest requirements and changes from Avalara.

Updates are necessary when

• Avalara changes mandate requirements,
• Avalara introduces new fields or formats,
• compliance rules change for a country.

To update the mandate information:

1. Click to access the App Launcher, and select JustOn Billing Configuration.
2. Open the Avalara ELR Configuration tab.
3. Select the Country Mandates sub-tab.

4. Click the configuration name for the mandate you want to update.

   This opens the country mandate configuration detail page.

5. Click Update.

   This synchronizes the saved Avalara ELR country mandate with the current data from Avalara.

Enabling Invoices to Use Avalara ELR

Invoices to be processed via Avalara ELR must have the following field values:

The two fields must be populated correctly for the Avalara ELR processing to work. Invoices on which one of the values is missing or wrong will not be processed via Avalara ELR.

Enabling invoices for the e-invoice distribution via Avalara ELR therefore also involves:

• Adding Avalara as an e-invoice distribution channel
• Adding the new country mandates as e-invoice formats

Adding E-Invoice Distribution Channel

If you have upgraded JustOn Billing & Invoice Management from an older version, you may have to add Avalara ELR as an e-invoice distribution channel manually. To do so:

1. Click to enter Setup, then navigate to the object management settings of the Invoice object (ONB2__Invoice__c).
2. Click Fields & Relationships.
3. Click the name of the E-Invoice Distribution Channel field.

4. In the Values section, click New.

   Add the new status value Avalara.

5. Click Save.

   This saves the specified status values as required.

   For help about editing picklists, see Modifying Picklist Values.

Adding E-Invoice Formats

After adding new mandates, you must add the relevant mandate subtypes as picklist values to the Invoice field E-Invoice Format. To do so:

1. Click to enter Setup, then navigate to the object management settings of the Invoice object (ONB2__Invoice__c).
2. Click Fields & Relationships.
3. Click the name of the E-Invoice Format field.

4. In the Values section, click New.

   Add the relevant mandate subtypes, each in a new line, for example

   DE-B2B-PEPPOL
DE-B2G-PEPPOL

5. Click Save.

   This adds the country mandates as e-invoice formats, making them available for selection on invoices.

   For help about editing picklists, see Modifying Picklist Values.

Configuring Post-Processing

For some country mandates, Avalara ELR cannot send the produced e-invoice XML files to the recipient. This includes mandates where eInvoicingFlow is set to Pre-Clearance e-Invoicing or Compliance e-Invoicing. (Find this information in the Information field of the country mandate configuration.)

In this case, JustOn Billing & Invoice Management handles the final distribution of the downloaded e-invoice XML files. There are two post-processing modes:

• Email: prepares the invoice for being automatically sent via email
• Manual: updates the invoice for being manually distributed

Depending on the country mandate, post-processing can additionally

• write data returned by Avalara (like a clearance ID or QR code) to invoice fields – see Mapping Avalara Response Data
• rebuild the invoice PDF so that this data appears on the customer-facing document – see Rebuilding Invoice PDF

The post-processing behavior is configured in the Data field of the country mandate configuration under the response-mapping and post-processing properties – see Understanding Country Mandate Data.

Mapping Avalara Response Data

Once Avalara ELR reports the document status Complete, the notification may include additional data returned by the tax authority – for example, a clearance ID, a registration number, or a QR code – delivered as responseKey/responseValue pairs. Using a response mapping, JustOn Billing & Invoice Management writes these values to fields on the invoice, from where they can be rendered into the rebuilt invoice PDF.

To set up a response mapping:

1. Create a custom field on the Invoice object (ONB2__Invoice__c) for each response value you want to store.

   For help about creating fields, see Creating New Fields.

   The available responseKey values depend on the country mandate. Check the Avalara ELR documentation for the relevant mandate to see which keys it returns.

2. Allowlist each new field to make it accessible for custom placeholders.

   For details, see Field Whitelist.

3. Create a custom placeholder for each field, setting it up to retrieve the corresponding field on the invoice.

   For details, see Custom Placeholders.

4. Add each placeholder to an appropriate text field of your invoice template.

   Possible target text fields may be Text 2 or Text 3.

   Make sure to apply the placeholder filter no-persist to the placeholder so that the value is rendered from the live field at rebuild time.

5. Open the relevant country mandate configuration.

   Opening a country mandate configuration

   1. Click to access the App Launcher, and select JustOn Billing Configuration.
   2. Open the Avalara ELR Configuration tab.
   3. Select the Country Mandates sub-tab.

   4. Click the configuration name for the relevant mandate.

      This opens the country mandate configuration detail page.

6. In the Data field, add a response-mapping array with one entry per key:

   "response-mapping": [
     {
       "response-key": "IdentificativoSdI",
       "target-field": "CustomRegistrationNumber__c"
     },
     {
       "response-key": "QRCode",
       "target-field": "CustomQRCode__c"
     }
   ]
   

   Key	Description
   response-key	The key name returned by Avalara in the events[].responseKey field of the document status.
   target-field	The API name of the Invoice field that receives the corresponding responseValue.

7. Click Save.

   When a Complete notification is received, JustOn Billing & Invoice Management writes each mapped responseValue to its target field. Unmapped keys are ignored.

Rebuilding Invoice PDF

If mapped response values must appear on the customer-facing invoice, JustOn Billing & Invoice Management can regenerate the invoice PDF after the response mapping step. The rebuild uses the template currently assigned to the invoice.

The rebuild uses the same mechanism as the RecreatePdfApi, which you can also call directly from flows, Apex, or REST.

To enable the PDF rebuild:

1. Open the relevant country mandate configuration.
2. In the Data field of the country mandate configuration, navigate to the post-processing property.
3. In the rebuild-pdf key, specify the value true.

4. Click Save.

   After the response mapping, JustOn Billing & Invoice Management regenerates the invoice PDF, then distributes it according to the configured distribution-channel.

Preparing Automatic Email Distribution

1. Open the relevant country mandate configuration.

   Opening a country mandate configuration

   1. Click to access the App Launcher, and select JustOn Billing Configuration.
   2. Open the Avalara ELR Configuration tab.
   3. Select the Country Mandates sub-tab.

   4. Click the configuration name for the mandate you want to validate.

      This opens the country mandate configuration detail page.

2. In the Data field of the country mandate configuration, navigate to the post-processing property.

3. In the distribution-channel key, specify the value Email.

4. In the email-file-types key, specify the files to be attached to the email.

   To include the downloaded e-invoice file produced by Avalara ELR, make sure to specify E-Invoice.

   The default file attachment setting is Invoice Pdf, E-Invoice.

5. Click Save.

   This saves the mandate configuration and updates the related invoices to prepare them for being automatically sent via email.

   Invoice Field	Updated Value
   E-Invoice Status	Avalara Processing Complete
   E-Invoice Provider Status	Completed
   E-Invoice Distribution Channel	Avalara+Email
   E-Invoice Error	empty
   Email Invoice	true
   Email Status	Queued
   Email File Types	taken from email-file-types

   The email job will pick up the updated invoices and send the corresponding emails, including all configured file attachments, to the relevant recipients.

Preparing Manual Distribution

1. Open the relevant country mandate configuration.

   Opening a country mandate configuration

   1. Click to access the App Launcher, and select JustOn Billing Configuration.
   2. Open the Avalara ELR Configuration tab.
   3. Select the Country Mandates sub-tab.

   4. Click the configuration name for the mandate you want to validate.

      This opens the country mandate configuration detail page.

2. In the Data field of the country mandate configuration, navigate to the post-processing property.

3. In the distribution-channel key, specify the value Manual.

4. Click Save.

   This saves the mandate configuration and updates the related invoices to prepare them for being manually distributed.

   Invoice Field	Updated Value
   E-Invoice Status	Avalara Processing Complete
   E-Invoice Provider Status	Completed
   E-Invoice Distribution Channel	Avalara+Manual
   E-Invoice Error	empty

   Make sure to establish business processes to have the invoices distributed to their recipients.

Enabling Manual Post-Processing Execution

As of v2.121, you can run the e-invoice post-processing again on demand for a set of invoices – rebuilding the invoice PDF and, with the distribution-channel Email, sending the invoice email. This may be useful to retry the post-processing after a temporary problem with the provider.

JustOn Billing & Invoice Management provides the required operation as the flow action Run E-Invoice Post-Processing, but without a predefined button. This allows you to place and label the button as needed. To make the operation available on the Invoices list view, you create a screen flow and a list button.

Creating Screen Flow

1. Click to open the Setup menu, then select Setup.
2. Navigate to Process Automation > Flows.
3. Click New Flow, then select Screen Flow.

4. Create a new input variable.

   Field	Value
   API Name	ids
   Data Type	Text
   Options	Allow multiple values (collection) Available for input

   The variable must be named exactly ids, in lowercase. This is a reserved name – when the list button opens the flow, Salesforce automatically populates ids with the record IDs selected in the list view. Names like Ids or recordIds are not populated.

5. Add an Action element, and select the action Run E-Invoice Post-Processing.

6. In the Set Input Values section, set the Invoice Ids input to {!ids}.

7. Add a fault path from the action to a screen that displays {!$Flow.FaultMessage}.

   If the post-processing is already running for the same invoices, the action reports this as a fault, and the screen displays the corresponding message.

8. Optionally, add a screen that confirms that the run has started.

9. Save and activate the flow.

   Take note of the flow's API Name. You will need it when creating the list button.

Creating List Button

1. Click to open the Setup menu, then select Setup.
2. Navigate to Object Manager > Invoice > Buttons, Links, and Actions.
3. Click New Button or Link.
4. Specify a label, for example, Run E-Invoice Post-Processing.
5. For Display Type, select List Button, and select Display Checkboxes (for Multi-Record Selection).
6. For Content Source, select URL.

7. Specify the flow path.

   Use the API name of the flow created before.

   /flow/Run_EInvoice_PostProc
   

8. Click Save.

Adding Button to List View

1. Navigate to Object Manager > Invoice > List View Button Layout.
2. Click Edit.

3. In the Custom Buttons section, move the button created before to the Selected Buttons column.

   

4. Click Save.

   On an Invoices list view, users can now select one or more invoices and click the button to run the post-processing again for the selected invoices.

Enabling Avalara Document Status Check

You can add the Check Avalara Document Status button to the invoice detail page. This button allows users to quickly verify the current e-invoice status with Avalara ELR and view detailed error logs when issues occur during the e-invoice distribution.

To add the status check button to the invoice detail page:

1. Open the Invoice record detail page in the Lightning App Builder.

   1. Navigate to an invoice.
   2. Click to open the Setup menu, then select Edit Page.

2. Select the top panel ("Highlights").

3. Click Add Action and select the action Check Avalara Document Status.

4. Optionally, click Add Filter and set the action visibility.

   • Record > E-Invoice Document ID Not Equal
   • Record > E-Invoice Distribution Channel Equal Avalara
   • Record > E-Invoice Distribution Channel Equal Avalara+Email
   • Record > E-Invoice Distribution Channel Equal Avalara+Manual

   Under Show components when, select The filter logic is met and specify 1 AND (2 OR 3 OR 4).

   

5. Click Done on the action window, then Save in the Lightning App Builder.