E-Invoicing Internal Onboarding Process

This is our full internal process for onboarding the E-Invoicing integration. A customer facing version of this is available in About E-Invoicing in Enterprise  and About E-Invoicing in Elite along with configuration pre-requisites and instructions for using the integration.

This is the current process. Expanded self-service onboarding is being developed, and this page will be updated as needed.

1. The customer requests integration in Momentus Connect by clicking Initiate Request on the app card. 
2. The user is directed to Chili Piper and schedules a time to meet with their Account Manager.
3. Once the sale is completed, the Account Manager send a sales announcement email.
4. Support Ops receives the sales announcement email. They go to Connect and approve the integration. 
5. When the integration is approved, an email is automatically sent to the original requester of the integration. The email lets them know that the integration is ready to configure and includes a link to the customer-facing knowledge base article/section (About E-Invoicing in Enterprise / About E-Invoicing in Elite).
   • At this time, the AM will not be notified but this is on the roadmap.
6. Customer follows instructions in the article and goes to Connect and completes step 1 of the configuration, which is to complete a setup form which gathers the legal entity information needed to configure the integration. A list of this information is in E-Invoicing in Enterprise / About E-Invoicing in Elite.
7. While Support Ops is configuring the integration, the customer is checking that their required configuration in Enterprise is complete. A list is available in E-Invoicing in Enterprise / About E-Invoicing in Elite.
8. When the form is submitted, Support Ops gets a notification email that the form has been completed.
9. ENTERPRISE: If this is a customer's first Connect app, Support Ops will set up Connect API user (see Enterprise Apps and API Users in Momentus Connect).
10. ELITE: The E-Invoicing feature flag is enabled automatically when the app is activated in Connect.
11. Support Ops configures the integration (Support Ops maintains its own detailed documentation, also see Momentus eInvoicing (Enterprise) - Setup Guide):
    1. In Storecove:
       • Create legal entity in Storecove, which Storecove then validates (can take 48 hours). In Storecove, Validation column will be yellow and no invoices will be sent. Once Storecove validates, Validation turns to a green check and customer can use the integration.
       • Create API user.
    2. In Momentus Connect, configure integration using information from the form, the legal entity from Storecove, and the API keys. Webhooks are created in this process.
    3. Back in Storecove, creates webhooks there.
12. Once the legal entity is validated in Storecove and the configuration in step 10 is complete, the integration is ready to use. 
13. At this time there is no notification to the customer that the integration is ready. 

There is an internal course in LearnUpon that has a short video showing configuration needed in Enterprise and the send process (covered in this article): E-Invoicing: Enterprise Configuration and Sending.