Using the Avalara ELR Integration

When enabled, the Avalara ELR (E-Invoicing & Live Reporting) integration allows Maxio to validate, submit, and track compliant e-Bills across multiple global mandates. This article explains how to generate and submit invoices through Avalara ELR, either manually or automatically, and how to monitor submission status.

Manual document submission

You can submit an invoice or credit note to Avalara ELR directly from the document screen.

To submit a document manually

Important: Missing details such as VAT/GST IDs or invalid addresses prevent submission.

1. Navigate to the Invoice or Credit Note you want to submit.
2. Click Submit to eInvoicing.
3. Maxio checks that e-Bill is enabled in your integration settings, and that a matching mandate is active for the customer record. If a matching mandate exists but isn't active, the submission fails with "Mandate settings were found, but they are deactivated."
4. If successful, Avalara returns an External Document ID, which displays on the submission record.

Automatic document submission

Instead of manually submitting documents, you can configure a sync schedule.

To configure automatic submission

Important: Missing details such as VAT/GST IDs or invalid addresses prevent submission here too — an automatically submitted document goes through the same validation as a manually submitted one.

1. Go to Config > Invoicing > eInvoicing.

2. Under Sync Schedule, choose one of the following:

   • Manual – Maxio never checks automatically; submit each document yourself as described in Manual document submission above.
   • Fifteen minutes – Maxio checks for eligible documents and submits them every fifteen minutes.
   • Hourly – Maxio checks for eligible documents and submits them every hour.
   • Nightly – Maxio checks for eligible documents and submits them once per day.

3. Once set to an automated interval, Maxio automatically checks for new invoices that match a mandate's execution rules and submits them to Avalara ELR.

Manage mandates from the eInvoicing dashboard

The same Config > Invoicing > eInvoicing page serves as your eInvoicing dashboard. From it, you can verify your tax ID information, review your active registrations, and set your sync schedule, alongside the Mandate Configuration table.

The Mandate Configuration table lists every mandate available to your account.

To bulk activate or deactivate mandates

1. Select multiple mandates in the Mandate Configuration table.
2. Choose to activate or deactivate them all at once.
3. If needed, click Reverse Change right after to undo the bulk action.

To manage a single mandate

1. Open the mandate's row menu.
2. Select Activate, Deactivate, Edit Mandate Mappings, Edit Execution Rules, or Clone.

Monitoring submission status

To view submission status

1. Go to the Invoices page.
2. Select the eInvoicing tab to see only documents submitted to Avalara ELR.
3. Use the Document Type toggle if you want Credit Notes instead of Invoices.

Each submitted document shows one of the following:

• Not submitted: the document hasn't been sent to Avalara.
• Pending: submission is queued or awaiting confirmation.
• Processing: Avalara has received the document and is working on it.
• Submitted: Avalara returned a valid External Document ID.
• Failed: submission failed. Open the document to review error details.

For mandates that report back more than one party's response (currently France's B2B e-invoicing mandate), the document also carries a trading partner status and a tax authority status alongside this overall status. See Trading partner and tax authority status below.

To see all three statuses together

1. Open the Invoices page.
2. Select Show eInvoicing details on the document.

The Documents tab lists every submission for that document alongside its status, External Document ID, and mandate.

Trading partner and tax authority status

Some mandates report back the response from more than one party. For these mandates, opening an invoice or credit note's eInvoicing details shows two additional, source-labeled statuses alongside the overall status:

• Trading partner status: the status returned by the receiving business (for example, Paid).
• Tax authority status: the status returned by the tax authority itself. While the authority hasn't responded yet, this reads Awaiting response.

Currently, France's B2B e-invoicing mandate (FR-B2B-EINVOICE) is the only mandate that reports a tax authority status this way. Mandates that don't report a tax authority response, including Peppol-based mandates, show only the overall status described above.

Complete does not always mean fully accepted

For France's B2B e-invoicing mandate, an overall status of Submitted means Avalara has accepted and forwarded the document. It does not yet mean the tax authority has approved it. Maxio keeps checking for the tax authority's response for up to about 26 hours after Avalara reports the document submitted:

• While the tax authority hasn't answered yet, Tax authority status reads Awaiting response, and downloading the document returns the error "The eInvoicing document is awaiting approval by authorities."
• If the tax authority accepts the document, Tax authority status updates to the authority's response, and the document becomes available to download.
• If the tax authority rejects the document, the overall status changes to Failed, even though Avalara originally reported it submitted, and downloading the document returns the error "The eInvoicing document was not approved by authorities."

If no tax authority response arrives within that window, the document is no longer held back from download, but its status won't reflect a tax authority determination.

Related information

If a submission fails, see Avalara ELR Troubleshooting and FAQs.

For an overview of what the Avalara ELR integration does, see Avalara ELR Integration Overview.