Audience: External | ZoneCapture Admins
This article is the starting point for configuring E-Documents (E-Invoicing) in ZoneCapture, and links out to the detailed setup articles for each area.
E-Document configuration articles
Use the articles below to configure E-Documents (E-Invoicing) end-to-end. We recommend reviewing them in order, since later steps build on earlier configuration.
- Configuring the ZoneCapture E-Document Station — Set up the E-Document Station record and connect it to your e-invoicing provider (Basware or Ecosio).
- Setting Up the ZoneCapture Subsidiary Configuration Record — Configure the E-Document station, endpoint, and tax details used for e-invoicing at the subsidiary level.
- Configuring Vendor and Customer Settings in ZoneCapture — Set up customer e-invoicing addresses (Endpoint ID and Scheme) so you can send e-invoices.
- E-Invoicing Network and Country-Specific Configuration in ZoneCapture — Review PEPPOL network coverage, the registration process and timeline, and country-specific field requirements.
- Grouping Items on Outbound E-Invoices (Basware Only) — Configure a saved search so item lines with a shared value are grouped into one line on outgoing e-invoices.
- Using a Custom Outbound E-Invoice Template (Ecosio Only) - Supply your own outbound XML template to include data not covered by the default template.
Tip: Have a question or run into an issue? Contact our support team — see Raise a Support Case for instructions.