Create an e-invoice

Generating an e-invoice is only possible after an e-invoice format/profile (ZUGFerd Basic, EN16931 (Comfort), Extended or XRechnung) has been selected in the customer account and all mandatory idetails have been entered. The profile (format), data on the e-invoice and transmission channel must be agreed with the invoice recipient in advance.

Create the invoice as usual.
Enter any relevant e-invoice data that you have agreed with the invoice recipient in the toolbar at the top.
Note: The invoice format defined in the account is preset and determines the type and scope of the available fields. The data entered here will be displayed on the e-invoice.
Enter all relevant data.
Click on Spreadsheet and confirm the messages as usual.
Click on E-invoice in the toolbar to check whether all mandatory fields have been completed.
If necessary, make corrections and update the spreadsheet by clicking Standard .

E-invoice data:

Term	Description
E-invoice profile	Is copied from the account. ZUGFerd Basic, EN16931 (Comfort), Extended or X-bill
Recipient's booking reference	Internal reference required by the invoice recipient to allocate the invoice in their system. This could be a cost centre, branch number or similar. The value should be requested in advance from the invoice recipient.
Contract reference	Identifier of the contract on which the invoice is based. The value should be requested in advance from the invoice recipient.
Business process	Identification of the business process on the part of the invoice recipient This specification is mandatory for the Extended and XRechnung profiles. By default, a value defined by Peppol is transferred as a "placeholder". We recommend asking the invoice recipient for the business process and to enter it in the field if available.
Customer order number	Customer's order reference number This is usually the order number from ERP systems such as SAP. The value should be requested in advance from the invoice recipient.
Reference doc. no.	The reference document number (BT-18, BT-122) is the identifier of the document justifying the invoice, e.g. delivery note, time sheet, etc. and can be transmitted if available.
Reference doc. info	Description of the document supporting the invoice (BT-123), e.g. delivery note, time sheet, etc. This is only transferred if the reference document number field is also filled.
Reference doc. URL	The URL (link) at which the external document is available (BT-124). External documents are not part of the invoice. If the buyer requires further information as supporting documents for the invoiced amounts (BT-124), add the filing location of the external document.
VAT category	Code for the VAT category The sales tax category is an identifier that must be transmitted both for booked items and event segments. If VAT is incurred according to the standard procedure, Bp Event will transmit the identifier automatically (VAT category = S). If one or more invoice items are exempt from VAT, enter the VAT category on the invoice segment for all booked items if you have not already set it individually for each booked item. A picklist of all available categories is provided. Preset the VAT category in the invoice recipient's account if needed, e.g. in the case of an intra-EU delivery.
VAT exemption reason	Reason for exempting the amount from VAT If this is an XRechnung and one of the available VAT categories has been selected, enter an exemption reason as well, unless the VAT category is Z (VAT is charged at a percentage of zero).
E-invoice payment account	A different payment account can be set in the event segment for individual invoices.