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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 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 > Units of Measure.

Follow the steps:

1. Go to the document list and, on the desired document, click the 3 dots.

Como exportar um documento

2. Select the desired option.

Como exportar um documento 2

The document has been successfully generated.