e-Invoices with ZUGFeRD
Cloud Suite
On-Premises
The Invoice with list of services (as of Vertec 6.3.0.12), the Invoice with processing sums and the Invoice with phase sums (as of Vertec 6.8.0.12) contain a ZUGFeRD implementation, which embeds metadata in the PDF according to the ZUGFeRD standard. Thus, any invoice that is based on one of these templates and is generated as a PDF is automatically also an e-invoice.
For more specific applications, if you have to meet requirements on the recipient side, you can use the additional Additional Feature E-Invoice Templates, which allows you to define e-invoices (ZUGFeRD and XRechnungen) in detail and define content criteria for each invoice recipient.
The ZUGFeRD implementation in the supplied invoice templates uses the profile EN 16931 and the following criteria:
Invoicing agent |
The Company is used as the invoice originator. This is:
|
Invoice recipient |
The invoice address is the invoice recipient. |
Invoice type |
Fix 380 (commercial invoice) is used as invoice type. |
Addresses |
The addresses (invoice issuer and invoice recipient) must include the following information:
If the country of the invoice recipient is empty, the country of the invoice issuer is also used for the invoice recipient, since we then assume that the invoice recipient is located in the country. |
Currency |
Only one currency can be used per invoice at a time. On the Currency, rounding should be set to |
Services
|
Services, expenses and outlays are summed up and handed over as individual items. Discounts are simply deducted from the services. |
downpayments |
Downpayments are transferred as items such as services, expenses and outlays. |
VAT |
VAT types used must indicate the appropriate Tax category according to uncl5305. |
The XML metadata is generated in the code of the Office Reports and passed to the reporting mechanism, which integrates it into the PDF. The method for this is:
metadata_zugferd(context)
This returns a tuple consisting of :
return ("EN 16931", zugferdxml)
Further information about ZUGFeRD can be found on the official FeRD website.