Italian Electronic Invoicing for Dynamics 365 Finance & Operations
Send, receive and preserve Italian electronic invoices without leaving your ERP. The app connects Dynamics 365 Finance & Operations to the Sistema di Interscambio (SDI) through an accredited intermediary and automates the entire sales and purchase cycle, in compliance with Italian regulations (FatturaPA format). No SDI accreditation to obtain, no proxy infrastructure to set up and maintain.
Both cycles run unattended in batch; operators handle only exceptions
Posted documents enter the electronic invoicing flow automatically. The app generates the XML, transmits it through the intermediary, records every SDI notification on the document and preserves the files.
Sales
- Compliant XML files created automatically and sent to SDI for posted documents
- Automatic signing of all outbound XML files, including for public administrations
- Full support for public administration invoicing, including CIG and CUP codes
- Notifications from SDI synced automatically; the current status is visible on the document
- Preview before sending, both with style sheets and as XML
- The PDF print of the document can be embedded automatically in the electronic document XML
Purchases
- Vendor documents loaded automatically in the system as document previews
- Vendors created directly from the received document
- Received documents viewed in a readable format with the AssoSoftware style sheet; vendor attachments downloadable
- Document lines compiled automatically, using rules, from the information in the electronic document
- Fully integrated with the standard purchase process: purchase order matching, totals verification and approval workflows
- The full self-invoice and reverse charge process managed automatically
- Manual import of ZIP and XML files when needed
Monitoring and compliance
- Workspace with live counters: outbound in error, inbound without vendor, inbound to process, outbound to send
- Detailed logs, document history and communication monitoring pages
- Rejected documents can trigger automatic email notifications
- All documents exchanged with SDI also available in a web portal
- XML files and notifications preserved for 10 years (conservazione a norma)
- The connection runs directly between your environment, the AgID-certified intermediary and SDI; no proxy or additional infrastructure
- Certified systems, compliant with privacy and GDPR requirements
Subscription, legal entities and document packs
One subscription per tenant, valid for all companies. Documents are counted per legal entity; additional legal entities and document packs can be added at any time.
Subscription
| Scope | All companies in a single tenant |
| Included documents | 5,000 sales + 5,000 purchase per year, one legal entity |
| Additional legal entity | € 1,000 per year, including 2,000 + 2,000 documents |
| Implementation | 3 to 6 weeks from activation to go-live |
| Trial | 30 days, free |
| Languages | Italian, English |
Implementation services (configuration, training, go-live assistance) are quoted separately if required.
Additional document packs, per year
| Pack (sales + purchase) | Price |
|---|---|
| 1,000 + 1,000 | € 250 |
| 2,000 + 2,000 | € 350 |
| 4,000 + 4,000 | € 600 |
| 10,000 + 10,000 | € 900 |
Greater quantities are available at a decreasing unit cost. Contact us for volumes above 10,000 documents.
What Dynamics 365 Finance & Operations offers as standard, and what our application adds
Microsoft's standard Italian electronic invoicing features compared with the application, point by point.
| Topic | Standard Dynamics 365 Finance (Italian localization) | Our application |
|---|---|---|
| SDI accreditation | The customer obtains and maintains its own SDICoop channel accreditation with the Agenzia delle Entrate. | Not required: the connection runs through the accredited intermediary. |
| Infrastructure | A proxy service on an Azure virtual machine with IIS, built from Microsoft's sample and maintained by the customer. | No proxy and no additional infrastructure. |
| Certificates | The certificates issued by the SDI portal at accreditation, for the channel and for the proxy server, are obtained, installed and renewed at expiry by the customer. | Managed by the intermediary. |
| Digital signature | The signing certificate must be provided and maintained by the customer. | Qualified signature of all outbound files included, public administration invoices included. |
| SDI notifications | Not available in the ERP. | Synced automatically; status visible on the document, with email alerts on rejections. |
| Vendor invoices | Basic support: import through Electronic reporting configurations and an import channel; the vendor must already exist. | Loaded automatically as document previews; vendors created from the document, lines compiled by rules, purchase order matching and approval workflows. |
| Preservation | Not included. | XML files and notifications preserved for 10 years by the intermediary, included in the subscription. |
From activation to go-live in 3 to 6 weeks
- ActivationRequest the trial or the subscription with your tenant, environment and legal entities; we create the intermediary account and send the access credentials. The app is delivered as a deployable package and installed through the standard Dynamics 365 servicing flow.
- SetupElectronic invoicing parameters, standard data (customers, vendors, sales tax codes, Natura codes), automated line mapping rules. The documentation covers every parameter.
- TestSales and purchase documents exchanged in the test environment; notifications, self-invoices, workflows and public administration cases verified with your team.
- Go-liveRecipient code switched to the new channel, batch jobs scheduled, workspace and email alerts configured. Support by the same team that develops the app.
Frequently asked questions
Do I still need the SDI proxy described in Microsoft's documentation?
No. The standard integration requires the customer to obtain an SDICoop accreditation and to run a proxy service on an Azure virtual machine. With the app, the connection runs through the accredited intermediary: no accreditation, no proxy, no certificates to rotate.
Does customer data pass through Memento's servers?
No. The connection runs directly between your Dynamics 365 Finance & Operations environment, the intermediary's systems and SDI. Customer data never transits through servers or IT infrastructures owned by Memento.
How does the intermediary work?
The intermediary receives the documents from Dynamics 365 Finance & Operations and manages the sending to and receiving from SDI, including the digital signature and the 10-year preservation. All exchanged documents are also available in its web portal. It is AgID-certified and compliant with privacy and GDPR requirements. The account is included in the subscription.
How are documents and legal entities counted?
Each sales document sent and each purchase document received counts once, per legal entity and per year. The subscription includes 5,000 + 5,000 documents for one legal entity; each additional legal entity costs € 1,000 per year and includes 2,000 + 2,000 documents. Packs cover higher volumes.
Does the app cover invoices to the public administration?
Yes. Public administration invoices are generated with CIG and CUP codes, signed automatically and transmitted through the intermediary. Outcomes from the administration are recorded on the document.
Is the app suitable for an international group?
Yes. The app and the documentation are available in Italian and English. It is designed for groups rolling out Dynamics 365 Finance & Operations to an Italian subsidiary that must comply with the SDI mandate, with the purchase cycle integrated in the standard workflows.
How do I start the trial?
Request it through the contact page, or write to appsource@mementoas.com with your company details, tenant, environment and legal entities. We activate the account for 30 days with the complete functionality and send the access credentials; on request, real documents can be sent to SDI during the trial. The app is delivered as a deployable package, installed through the standard Dynamics 365 servicing flow. Details are in the documentation.
Start with the 30-day trial
Request the trial and we activate the account for your environment; the app is delivered as a deployable package.