EDI - How to export a document

In order to comply with EDI, you can export structured documents according to the CIUS format.

General information

One of the requirements for electronic invoicing is to comply with the EDI agreement, meaning the export of a document must obey certain standards. Therefore, Moloni ON exports documents according to CIUS or UBL standards.

The functionality that allows you to export an XML file to the UBL 2.1 and UBL 2.1 eSPap specifications is available for the following documents:

Invoices
Debit Notes
Credit Notes

For the CIUS-PT standard, Moloni ON exports the following documents:

Invoices
Debit Notes
Credit Notes
Simplified Invoices
Invoices/Receipts

Note:

The export according to the CIUS standard implies that the units of measure defined in your account correspond to a UNECERec20 code.

This code can be chosen in each unit of measure that you add, through the menu Settings > Other settings > Units of measure.

Follow these steps:

1. Go to the Documents menu, select Sales and choose the document type you want, for example Invoices.

Moloni ON side menu with the path Documents, Sales and Invoices highlighted

2. In the document list, on the desired document, click the three dots.

Moloni ON invoice list with the 3 dots button highlighted on the first row

3. Select the desired option.

Invoice options menu open, with the Create CIUS-PT and Create UBL2.1 options highlighted

The document has been successfully generated.