Follow the steps below to set-up the system to use the digital invoicing integration.
1. Sign in to your system
Log in to your OnRent Events system using your usual credentials.
2. Navigate to System Setup
Once signed in, open the main menu and go to:
System Setup and select Integration
This section lists all available integrations, including digital invoicing.
3. Scroll down to the Optional Extras section
Select the Digital invoicing Option.
4. Select the 'Register your interest'
This will send an email to our sales team, who will then contact you. To get you started on the initial set-up.
5. After your initial onboarding with Sales is complete
Your setup will be activated, and the Digital Invoicing option will be enabled.
When you return to the Digital Invoicing section, you will be able to purchase credits.
Required Company details:
Ensure that your company information is fully up to date with:
Company Registration Number
Tax Registration Number
Global Location Number (GLN)
Peppol ID
Chamber of Commerce Number
BIC
IBAN
For each organisation, make sure the following details are also up to date:
Account Number
Tax Number
Chamber of Commerce Number
Global Location Number (GLN)
Peppol ID
⚠️ These fields must be completed to export e-invoices. E-invoicing systems require this data as standard to process and exchange invoices.
If any information is missing during export, you will see an error message explaining what needs to be added.
If an export fails, no credits are used.
6. Purchasing credit bundles
Credits for each invoice export. 1 credit = 1 invoice export. You can purchase credit bundles depending on the volume of invoices you need processing. A credit total bar shows how many credits left to use.
Note: If you are running low on credits, you will receive a notification making you aware of this to top off your credits.
When buying bundles, payment is automatically taken from the card stored on your account.
⚠️ If you have run out of credits, you will get a warning notification when trying to export invoices. Please ensure you check how many credits you have and top this up when needed.
7. Exporting the Invoice
Follow your normal workflow for creating an invoice.
Create the invoice and complete all the required information.
Navigate to the Actions list and select Export invoice.
Save the exported file to the folder monitored by Doctrails.
Note: If an export fails, no credits are used.
8. Sending the Invoice through Doctrails
When you're ready to send your invoices:
Log in to your Doctrails system.
Doctrails will automatically detect the exported invoice and send it to your customer using their stored details.
You can track the progress and see whether the customer has received and accepted the e‑invoice.
9. Completing the Workflow
Once an invoice is marked as Accepted/Complete in Doctrails, you can:
Mark the invoice as paid (if payment has been received)
Take a payment
Or, if you use an accounting system such as Xero or QuickBooks, continue your workflow to post the invoice into your accounting software.