When a document has been created and archived, instellix provides it to your customers through the configured distribution method.

• Download — retrieve the document PDF and its attachments at any time via the Files API or the webportal.
• E-mail dispatch — instellix sends the document by e-mail, using your operating site as the sender and the customer's invoice address as the recipient. E-mail dispatch is enabled per customer via the preferred document delivery setting; the document types to be dispatched can be configured for your tenant.
• E-invoicing — for legally compliant electronic invoicing see the E-Invoicing chapter.

Configure distribution

How each document is provisioned — which PDF variant is created, whether an e-invoicing format is generated, and by which method — is controlled centrally. To configure it, navigate to: Configuration > Provisioning > Document Provisioning

Default document provision

The default applies to every document for which no specific rule matches. It defines:

• PDF creation — whether PDF files are created with or without accessibility.
• Use default template — whether documents are rendered with your default document template.
• Method — whether and how an e-invoice is created (see below), for example XRechnung.

Document provisioning rules

Below the default, you maintain a list of provisioning rules. The rules are evaluated in descending order of priority: the first rule whose conditions match a document is applied; if no rule matches, the default document provision is used.

Each rule combines document conditions with a document provision (the same settings as the default). The available conditions are:

• Billing Groups
• Document type
• Customer type
• Operating Sites
• Tax location
• Invoice address country
• Customer VAT ID
• Invoice address idents
• Valid from document date

This lets you, for example, issue XRechnung for the B2B documents of one billing group while all other documents remain regular PDFs.

Method

The Method of a provision determines whether and how an e-invoice is created for the matching documents:

• No E-Invoicing — no e-invoicing format is generated; the document is provided as a regular PDF.
• An e-invoicing format such as ZUGFeRD or XRechnung — instellix generates the format itself. See E-Invoicing in Germany.
• Avalara ELR — the document is handed over to the connected e-invoicing provider, which validates, formats, and submits it. See E-Invoicing Provider.