Configuration in Avalara ELR Webportal

1. Create a company

   As an administrator, you can create subsidiary companies for other countries or based on your business needs.
   1. Go to the E-Invoicing and Live Reporting home page and select Settings > Companies. The Companies page appears.
   2. Select Add a company. The company details page appears.
   3. Enter your company details, such as the company name and primary business address.
      If your company is in Saudi Arabia (PDF A/3), Germany (ZUGFeRD), or France (FACTUR-X), upload the company logo in the Company logo section using the Choose file option. Select the Effective date for the logo. This logo is used until the effective date that you select. Select Next. The Compliance contact page appears.
   4. Enter your compliance contact details and select Save.

2. Add mandates

   When you create a new company, you need to add mandates to the company based on your business requirements.
   1. Go to the E-Invoicing and Live Reporting Home and select E-Invoicing > Activations. The E-Invoicing tasks page appears.
   2. Select Add/edit mandates from the Company Profiles section. The E-Invoicing and Live Reporting selections page appears.
   3. Search for your company or locate the panel for the company you want to add mandates to. Expand the panel, choose the activations you want, and select Add. A review panel appears with your selection. Select Edit to update your selections.
   4. When you've completed your selections, select Save and Complete.
   5. For each activation you selected, a task is updated in the E-Invoicing tasks page. Complete the activation process for each mandate that you selected.

3. Complete activation task

   Understand the steps to complete activation for mandates based on country-specific requirements.
   After you add a mandate for your company, complete activation for the mandates. Document requirements and activation processes vary by country and depend on mandates set by the network or tax authorities.
   1. Complete activations for Peppol
      1. From E-Invoicing and Live Reporting Home, go to the Activation tasks tab in the Tasks section. Locate and select Complete activation for Peppol for your company. The Complete Activation panel appears.
      2. In the Provide information tab:
         1. If you already have a Peppol ID:
            1. Choose I already have a Peppol ID. Enter your Peppol ID, confirm you’re not associated with another Peppol provider, and select a country from the Country list.
            2. Select Next. The Review tab appears.
         2. If you don’t have a Peppol ID, update your business information in the respective fields, and select Next. The Review tab appears.
      3. In the Review tab, confirm that your activation is in progress. When activation is complete, the Activation Complete tab appears. Your Peppol number is displayed here, and you’ll receive an email with your Peppol activation number.
         Note It may take a few minutes to review and update the Peppol activation number.
      4. On the E-Invoicing tasks page, check for status changes or notifications. If additional information is required, a message appears in the Complete activation for Peppol section, and our team will contact you.
   2. Complete activations for countries not part of Peppol network: Here you can find detailed and comprehensive guides for each supported country.

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Important: A company becomes available for selection in Nitrobox only after at least one mandate has been fully activated in the Avalara ELR portal.

Creating a company alone is not sufficient. The activation workflow (e.g., Peppol, country-specific mandates) must be completed successfully before the company is exposed via the Avalara API and can be selected in Nitrobox.

If the company does not appear in the “Company” dropdown during Mandate Mapping setup in Nitrobox, please verify in the Avalara portal: • that at least one mandate is fully activated • that the activation task shows “Completed” • that no additional documents or approvals are pending