E⁠-⁠invoicing in Epicor Financials with CSFs

What is E-Invoicing?

E-Invoicing is rapidly expanding worldwide, and Epicor is committed to enabling compliance with over a dozen regulatory mandates across multiple regions. As part of a strategic initiative, Epicor has partnered with leading global solution providers, chosen based on availability, technology stack, support centre locations, and pricing.

To ensure seamless integration, Epicor Financials leverages REST API connectivity, enabling these solutions to function effortlessly within the Epicor Financials environment.

This integration enables users to generate and manage validated e-invoices directly within Epicor Financials. Every step—from order entry and shipment to AR invoice posting, electronic file generation, submission, and receipt of a validated e-invoice with a unique reference number and QR code - occurs entirely within the Epicor Financials.

By consolidating multiple e-invoicing solutions into a single integrated framework, Epicor Financials simplifies compliance, enhances efficiency, and reduces complexity for our customers. This approach ensures a seamless user experience while addressing concerns about managing multiple solution providers.

Epicor remains committed to driving digital transformation, supporting our customers in achieving greater automation, compliance, and operational excellence in e-invoicing.

Benefits

• Automated e-invoicing digitizes your business and saves time
• Stay compliant and meet legal requirements with regular updates
• Quick learning path with embedded solutions in Epicor Financials
• Save costs—no need to implement third-party solutions

Why Should Businesses Adopt E-Invoicing?

• Stay compliant with mandates in countries where e-invoicing is required
• Enable compliance for planned expansions into new markets
• Streamline AP/AR as part of broader digital transformation
• Reduce errors and delays associated with manual processes

When Should You Consider Implementing E-Invoicing?

Stay updated on your government’s e-invoicing requirements and prepare ahead to maintain smooth operations and remain compliant, especially as global adoption of e-invoicing accelerates.

What Are the Main Benefits of Using E-Invoices?

• Save time, costs, and effort. E-invoicing cuts out paper, printing, postage, and manual handling, providing both cost savings and environmental benefits.
• Faster payments, improved cash flow. With less manual entry, payments can be processed more quickly.
• Reliability and fewer errors. Automated invoice data entry significantly reduces the likelihood of mistakes.
• Better business decisions. By streamlining invoicing, you free up resources for strategic initiatives and growth.

What Are the CSFs?

In some countries, based on local legal requirements, Epicor Financials may need additional features to remain compliant. This is where Country Specific Functionality (CSF) packages come in. These packages:

• Complement base functionality with locally mandated features
• Are developed, tested, and released alongside each Epicor Financials version
• Include detailed documentation on configuring any add-on functionality
• Cover financial tasks, including statements, tax logic, and e-invoicing solutions

By leveraging CSF packages, businesses can expand into new markets without needing extra third-party systems—saving time and money.

Why Are the CSFs the Best Place to Deliver E-Invoicing Solutions?

Epicor Financials CSF packages are maintained by Epicor and receive frequent patches as needed, in addition to major biannual releases. Rather than juggling multiple external tools, you can rely on Epicor’s e-invoicing solution delivered within the relevant CSF packages, reducing complexity and costs.

What Can You Get with Epicor Financials CSFs?

• Add-on local capabilities on top of standard Epicor Financials
• Finance-related features such as accounting, taxation, and invoicing
• Consistent local language, look, and feel across the application
• Lower training needs and total cost of ownership
• Streamlined global expansion with built-in local compliance features
• Updates for new local reporting schemas
• Synchronized releases to keep pace with Epicor Financials’ updates

Approach to E-Invoicing

Epicor offers a flexible, feature-rich solution to address diverse compliance needs. This approach ensures:

1. Global Coverage. Different regions have unique regulations. Epicor remains focused on meeting a broad range of requirements.
2. Enhanced Functionality. Automated tax calculations, real-time reporting, and more, integrated with Epicor ERP systems.
3. Flexibility and Scalability. Easily adapt and scale e-invoicing capabilities as your business grows or expands into new markets.

Which Countries Are Already Supported?

Epicor regularly updates its platforms to align with new e-invoicing mandates and offers training and support to help you adapt. For the most up-to-date list of supported countries and current capabilities, please refer to the table below. Get in touch to learn more about how Epicor can help you meet your specific regional requirements.

Upcoming E-Invoicing Mandates

E-invoicing mandates are rapidly expanding worldwide, with many countries introducing or enhancing regulations to improve tax compliance and efficiency.

These global developments underscore a broader push to digitize tax reporting. Businesses should stay informed and agile to remain compliant and capitalize on the benefits of streamlined invoicing processes. Epicor continues to expand its coverage to meet new requirements as they emerge.

E-Invoicing Frequently Asked Questions

Q: How does e-invoicing save time, costs, and effort while improving cash flow?

A: E-invoicing reduces paper, printing, postage, and manual handling. It speeds up invoice processing, leading to faster payments and stronger cash flow.

Q: How do e-invoices enhance reliability and support better decision-making?

A: Automation reduces manual data-entry errors, delivering more accurate invoices and fewer disputes. This efficiency frees resources for other critical initiatives.

Q: What are CSF packages, and why might my business need them?

A: CSF packages supplement Epicor Financials with extra features mandated by local laws or industry standards. You can purchase them per country, each with detailed setup documentation.

Q: How do CSF packages help with global expansion?

A: They allow you to expand into new regions without extra third-party software. Built-in compliance features simplify local tax and reporting requirements, saving time and money.

Q: Why does Epicor deliver its e-invoicing solution via CSFs instead of standalone third-party solutions?

A: By integrating e-invoicing into CSF packages, Epicor streamlines deployment, maintenance, and updates. You stay compliant with fewer moving parts.