Document provisioning is the step where a finalized document becomes real output: instellix decides which PDF variant to create, whether to generate an e-invoicing format, and by which method to issue it. You control this centrally — one default for all documents, plus a prioritized list of rules for the cases that need something different.

To configure it, navigate to: Configuration > Billing > Document Provisioning

Default document provision

The default applies to every document for which no rule matches. Edit it via the pencil icon; it defines three settings:

PDF creation

Whether PDF files are created with or without accessibility. Choose PDF with accessibility when your recipients need accessible (barrier-free) documents — see PDF Output.

Use default template

Whether documents are rendered with your default document template. Keep it on for your standard layout; turn it off only for documents that should use a separately set-up template.

Method

Whether and how an e-invoice is created — for example XRechnung. See Method.

Document provisioning rules

Below the default you maintain rules that override it for specific documents. Rules are evaluated in descending order of priority: the first rule whose conditions match a document wins; if none match, the default document provision applies. Use the up and down arrows to reorder a rule's priority.

Each rule pairs document conditions with a document provision — the same three settings as the default. The available conditions are:

Billing Groups
Document type
Customer type — for example B2B or B2C
Operating Sites
Tax location
Invoice address country
Customer VAT ID
Invoice address idents
Valid from document date

For example, you can issue XRechnung for the B2B documents of one billing group while all other documents stay regular PDFs.

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The first matching rule wins. Order rules from most specific to most general so specialized cases are matched before broad ones — everything else falls back to the default document provision.

Method

The Method 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 to the connected e-invoicing provider, which validates, formats, and submits it. See E-Invoicing Provider.

Expert mode

Enabling the Expert toggle in the top-right corner lets you express a rule's conditions as a single JSONata expression instead of the individual condition fields — for cases the standard conditions cannot cover. Prefer the standard conditions where they suffice; they are easier to read and maintain. See Expert Mode for how the toggle behaves.

How documents are delivered

Provisioning decides the format and method; delivery to the recipient happens by download (via the Files API or the webportal), by e-mail, or as an electronic invoice.

Via API

The provisioning configuration is maintained in the webportal and has no dedicated public API. The generated document file can be downloaded via GET /v2/files/{fileIdent}.