How to send e-invoices from the CRM to the national tax authority
Invoices issued in the CRM are converted into UBL 2.1 XML files following the e-invoicing (Peppol BIS 3.0 / EN 16931) standard. The document is validated locally, then uploaded via the tax authority API to the SPV using the company's digital certificate. The system tracks the upload index, monitors the status, and archives the official response with the invoice.
The difference between a CRM that simply issues invoices and one that handles e-invoicing is what happens after you click the button. A complete workflow means generating a compliant XML, uploading it to the national tax authority, tracking the status, and storing the proof - not just exporting a file for manual upload.
In CRMconnect, e-invoicing is native: the same customer data, items, VAT rates, and exchange rates used in the order flow into the XML without manual re-entry. If the national tax authority (ANAF) rejects the invoice, the error message appears directly on the document, not in a separate file.
Step by step
- 1
Issue the invoice from the order. Customer data is pulled from a profile validated with the tax authority, lines come from the confirmed order, and VAT rates from the item master data.
- 2
XML generation (RO_CIUS). The system builds the UBL 2.1 structure with the RO_CIUS customisation identifier, required for acceptance by the national tax authority.
- 3
Validation before submission. Mandatory fields are checked locally to ensure you do not waste attempts on incomplete documents.
- 4
API upload to the tax authority. Submission is handled via the company's digital certificate, and the system receives a unique upload index.
- 5
Status tracking and archiving. The status is queried automatically, and the response signed by the tax authority (ANAF) is attached to the invoice for archiving.
Required elements for a valid e-invoice
| Element | Role | Consequence of omission |
|---|---|---|
| CustomizationID (RO_CIUS) | Marks the national profile | Invoice is rejected during validation |
| Tax ID of issuer and buyer | Identification of parties | Rejection or incorrect attribution |
| Document number and date | Unique identification | Rejection |
| Currency code | Calculation base | Rejection |
| Invoice lines | Economic content | Rejection |
| VAT block and totals | Verification of amounts | Rejection or balance discrepancies |
Frequently asked questions
Do I need a digital certificate?
Yes, to communicate with the national tax authority (SPV), you need the registered digital certificate of the company or an authorised representative.
What happens if the tax authority rejects the invoice?
The error message is attached to the invoice; you correct the document and resubmit. The history of all attempts remains visible.
Can I verify an XML before sending it?
Yes, the free validator on the website checks the structure in the browser without uploading the file anywhere.
Next
Official sources
Ultima actualizare: 2026-09-05