Costpoint Help

Create E-Invoice File (Opt-In Available)

Use this screen to generate an e-invoice file and automatically send them to Pagero.

Note: This application is part of an opt-in feature. For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 2026.4 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Costpoint release. See the Manage Opt-In Features topic for more information.

Through its integration with Pagero, Costpoint can automatically convert standard bills into country-specific e-invoice formats, helping organizations comply with local electronic invoicing requirements. The integration also supports the secure transmission of invoices to government portals and trading partners. The following countries are currently supported:

  • Andorra
  • Australia
  • Austria
  • Belgium
  • Bulgaria
  • Canada
  • Cyprus
  • Denmark
  • Estonia
  • Finland
  • Germany
  • Greece
  • Iceland
  • Ireland
  • Japan
  • Latvia
  • Liechtenstein
  • Lithuania
  • Luxembourg
  • Malta
  • Monaco
  • Netherlands
  • New Zealand
  • Norway
  • Romania
  • Serbia
  • Singapore
  • Slovakia
  • South Africa
  • Sweden
  • Switzerland
  • United Kingdom
  • United States

Run this process after calculating the standard bill and setting the invoice status to SELECTED but before posting the bill. If you are using ACRN , generate the e-invoice files after calculating ACRN. Costpoint also generates a PDF copy of each invoice, which you can access from the location specified in the Alternate File Location field.

Prerequisites

Before running this application, ensure that the following requirements are met:

  • Costpoint is connected to your Pagero account through the Pagero Integration subtask in Manage System Integration Accounts. Deltek customers must purchase a Pagero license directly from Pagero.

  • The Create E-Invoice File checkbox on the Customers subtask of the Manage Project Billing Information screen is selected.

  • The Status field on the Standard Billing Info tab in Manage Standard Bills is set to SELECTED.

  • The Customer Name defined in Manage Customers also exists in Pagero.

  • The Name entered in the Address group box in Manage Remittance Addresses matches the corresponding name configured in Pagero.

  • At least one Tax ID No is entered on the VAT Info subtask in Manage Customers.

After the e-invoice file is created, Costpoint updates the Status in Manage Standard Bills to HOLD. After Pagero approves and delivers the invoice to the customer, you can manually change the invoice status back to SELECTED and then post the standard bill.

Display the Create E-Invoice File Screen

You access the Create E-Invoice File screen from the Projects domain.

Contents of the Create E-Invoice File Screen

Use the fields and options to configure the Create E-Invoice File screen.

Subtask of the Create E-Invoice File Screen

The Create E-Invoice File screen has the Project Non-Contiguous Ranges subtask.

Parent Topic:

Standard Bills