e-Invoicing
Note
This feature needs to be unlocked for your account. If you are interested, please contact support@billwerk.com.
What is e-Invoicing?
e-Invoicing is the process of sending invoices electronically, also known as electronic invoicing. In some countries, electronic invoicing is mandatory. Especially in the B2G sector, e-invoicing is required according to EN 16931.
The invoice data is directly converted into a specific format. The format used often depends on the country and is usually XML-based. The invoice data is then sent to the invoice recipient's system via a network.
In Europe, Peppol is widely used. Peppol supports the 2014/55/EU regulation. In Germany, the ZUGfERD or XRechnung format is often used. billwerk supports all common formats.
The benefits of e-Invoicing is the reduced effort and costs in providing the invoices and the lower risk of errors. In addition, the formats of the electronic invoices can be processed automatically.
Prerequisites
You need the e-Invoice receiver ID of the customer.
You need the Buyer Reference of the customer.
Configuring e-Invoicing
Note
Dunnings cannot be transmitted by e-Invoicing.
You can specify individually for each customer whether you want to use e-Invoicing.
Click Customers in the menu.
Click on the customer for whom you want to configure e-Invoicing.
To edit the customer details, click the
icon in the Contact Details section.
In the E-Invoice Receiver ID text field, enter the e-Invoice receiver ID.
In the Buyer's Reference text field, enter the identifier of the e-Invoice recipient.
In the Options section, set the Mode of Dispatch to E-Invoicing.
To save your input, click on the Save button.
Checking e-Invoice status
You can check the status of all invoices sent via e-invoicing.
Click Logs in the menu.
In the LOGS section, click E-Invoicing.
You will be shown the status of the invoices. You can filter the results.
The status of an invoice is also displayed in the invoice details.