According to EU Directive 2014/55/EU, it is an invoice "issued, transmitted and received in a structured electronic format that enables it to be processed automatically and electronically". All data required by the European standard EN 16931 must be included in the file.
Scopevisio offers the XRechnung format and the ZUGFeRD format as permissible formats for sending electronic invoices (in Germany).
You can find more information in the article The e-invoice in Scopevisio.
An electronic invoice has data in a structured (hierarchically organized) format and is therefore easily machine-readable. XML is used as the markup language for this, which is why the actual
e-invoice file often has the file extension .xml.
As the data must be transmitted in structured fields, it cannot be extracted from unstructured free text fields. This applies in particular to address data.
It is currently not possible to create valid e-invoices when using the free address for the customer or the "other sender address" in the quick layout for your own company.
The XRechnung
Since 27 November 2020, outgoing invoices to authorities and the entire public administration must be issued in the purely electronically readable and standardized XRechnung format. In future, XRechnung will be permitted as a digital format for the exchange of invoices in the b2b environment.
Customer settings
To use the XRechnung format, first create the customer role for your customer. The "CpD" indicator must not be set in the customer role.
First make the basic settings in the customer's contact. Once you have entered the data correctly, there is hardly any difference between a normal invoice and an XRechnung.
The customer contact's name and full address must be stored in the "General" tab. Check the format in which the country is specified - no abbreviations are allowed here, the name must be written out in full.
In the "Customer" tab, enter the routing ID in the corresponding field in the "Customer" business object. Every public client has a routing ID which is used to address them uniquely. Your customer can provide you with this number. If there is more than one, note it as a comment, for example, and enter the corresponding routing ID manually in the invoice to be created.
In the "Customer payment terms" business object, select "Bank transfer" as the payment type.
Very important: Set the invoice format to "XRechnung (XML)" so that you can save or email the invoice directly from the system.
As soon as you have saved your entries, invoices created for this customer are automatically issued in XRechnung format.
Create an XRechnung
Create a new invoice under Projects > Invoices by clicking on Add .
A telephone number and e-mail address must be stored for your own company.
Enter the invoice recipient.
The price must be net. You can preset this in the billing settings .
Fill in the routing ID (XRechnung) field if this has not been pre-assigned from the customer master data.
In the Payment tab, "Bank transfer" must be selected as the payment method if this has not been preset from the customer master data.
You enter your items (products) as usual without any special features.
If you store additional documents, these can be embedded in the XRechnung if you activate this in the Export XRechnung column.
Here you can enter further information, such as the service recipient.
If you have entered "XRechnung" in the invoice format field in the customer master in the GO Customer payment terms, you can generate and save the XML file via Print.
In this case, you can also email the XRechnung directly via Send .
If the XRechnung is not entered as standard, you can select the line in the invoice overview and click on Export as XRechnung (UBL) below the table. The xml file is generated and you can email an XRechnung created in this way manually or upload it to a portal.