Integrations
ininvoice and Business Central: matching invoices with purchase orders and delivery notes before posting
ininvoice does not have a native connector with Microsoft Dynamics 365 Business Central today: it reads invoices, purchase orders and delivery notes as documents, checks every line against what was ordered and what was received, and hands the approved invoices over as an Excel or CSV file that is imported into Business Central. Its contribution is in the part that most often stays half-done in mid-sized companies: the delivery note.
What exists today and what does not
| Piece | Today |
|---|---|
| Native connector with Business Central | Does not exist |
| Writing invoices directly into Business Central | No |
| Reading invoices, purchase orders and delivery notes as PDF, image, scan, photo or spreadsheet | Yes |
| Line-by-line matching against purchase order and delivery note, partial deliveries included | Yes |
| Export of approved invoices to Excel (columns to choose) or CSV (one row per line) | Yes |
| Reading XML e-invoices (Facturae, UBL) | In development |
The delivery note, the missing piece
In many companies on a mid-range ERP, the purchase order is in the system but the receipt is not: the delivery note is signed at the dock, stays in the warehouse and is recorded days later, or never. When the invoice arrives, the ERP can compare it with the purchase order but does not know whether what was invoiced arrived. ininvoice reads the delivery note itself, also as a photo or scan, and uses its quantity for each line.
Want to see it with your own invoices? Request a demo with your own invoices
A partial delivery, step by step (synthetic data)
Purchase order, delivery notes and invoices are made up for the example.
Purchase order for 1,000 metres of cable at EUR 1.35/m. Two deliveries arrive, of 600 and 400 metres, each with its delivery note, and the supplier issues two invoices.
| Moment | Received | Invoiced | Result in ininvoice |
|---|---|---|---|
| Delivery note 1 and invoice 1 | 600 m | 600 m × EUR 1.35 = EUR 810.00 | Matches; 400 m remain open on the order |
| Delivery note 2 and invoice 2 | 400 m | 450 m × EUR 1.35 = EUR 607.50 | Held: 50 m over-invoiced, EUR 67.50 |
Invoice 1 is exported for Business Central. Invoice 2 stays held until a person decides: ask for a EUR 67.50 credit note, or approve it if the supplier proves a third delivery. Compared with the full order (1,000 m), invoice 2 would have passed.
The flow with Business Central
- Supplier invoices and delivery notes arrive in the mailbox connected to ininvoice (read-only) or are uploaded by hand; purchase orders, as PDF or spreadsheet.
- ininvoice assigns each invoice to its entity by the recipient's tax ID, reads it line by line and matches it with purchase order and delivery note.
- What does not match is decided by a person from the dashboard: approve, reject or ask for clarification.
- Approved invoices are exported to Excel, with the columns you choose, or to CSV.
- The file is imported into Business Central, where it is posted and paid.
When you do not need ininvoice with Business Central
If in your Business Central supplier invoices already arrive as structured data, every receipt is recorded the same day and line-by-line matching with purchase order and receipt already works in the ERP, ininvoice would add little. It makes sense when invoices arrive as PDF, delivery notes stay on paper or the line-by-line check is done by hand today.
Frequently asked questions
Does ininvoice have a native Business Central connector?
No. ininvoice does not have a native connector with Microsoft Dynamics 365 Business Central today. It reads and matches invoices before Business Central and hands the approved ones over as Excel or CSV to import.
Does ininvoice read supplier delivery notes?
Yes. ininvoice reads delivery notes as PDF, image, scan or photo, including those photographed at the dock, and uses them to check the quantity received on each line.
What happens with partial deliveries?
Each invoice is compared with what has been received and not yet invoiced on the purchase order. If it invoices what was received, it matches and the rest of the order stays open; if it invoices more than was received, it is held with the difference in euros.
Can I choose the columns of the file I import into Business Central?
In the Excel export, yes: you choose the columns you need. The CSV export has a fixed layout, one row per invoice line.
When does ininvoice make no sense with Business Central?
When invoices already enter Business Central as structured data, every receipt is recorded on time and line-by-line matching already works inside the ERP.
Want to see it with your own invoices? Request a demo with your own invoices