Workflows

Workflows give you full visibility into your e-invoicing transmissions: for every document handed over to the e-invoicing provider, you can track the processing status, inspect the complete history, and resend or ignore failed submissions.

To monitor your e-invoicing workflows, navigate to: Integration > E-Invoicing Provider > Workflows

Workflow overview

The overview lists one workflow per transmitted document:

• Creation Date — when the workflow was created.
• Document Ident — links to the underlying document.
• Processing status — the status of the transmission in instellix, for example Processed by provider or Error.
• External Ident and External Status — the identifier and status reported by the provider, for example Complete or Error.

This makes failed transmissions immediately visible, so you can react quickly.

Resend or ignore a workflow

For workflows in error status, the row menu offers two actions:

• Resend Workflow — submits the document to the provider again, for example after the root cause of the error has been fixed.
• Ignore Workflow — marks a workflow in error status as ignored and sets it aside; you can still resend an ignored document later.

Workflow details

Open the details of a workflow to analyze a transmission:

• Workflow Details — the document ident, the document type, the method (for example Avalara ELR), and the current processing status.
• External Idents and Properties of the transmission.
• Workflow History — every status change with the new processing status (for example from Not sent to provider to Error), the result status, the origin (Event or External provider), the action (for example Event received or Request sent), a description with details such as the provider's response, and the creation date.

The history shows you exactly where a transmission stopped and what the provider responded — the starting point for fixing errors and resending.

Via API

The same monitoring and actions are available via API:

• GET /v2/workflows — search and list e-invoicing workflows
• GET /v2/workflows/{documentIdent} — retrieve a single workflow by its document ident
• GET /v2/workflows/{documentIdent}/file — download the generated e-invoicing file
• POST /v2/workflows/{documentIdent}/actions/resend-to-provider — resend a failed or ignored document to the provider
• POST /v2/workflows/{documentIdent}/actions/ignore — ignore a workflow in error status