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Set up XInvoice

Property Management

IC2621
Property Management

The specifications for ZUGFeRD 2.1 and XRechnung are based on the EN 16931 standard. XRechnung takes into account additional criteria set by the German government. ZUGFeRD is more tailored to the needs of the German business sector.

You have the option to send your invoices as XML documents. This enables automatic processing of the invoice data.

If you’d like to learn more about the XRechnung format, you can find information here: XRechnung FAQ from the Federal Ministry of Finance

Prerequisite

  • You have received the routing ID to be used from the customer in the order confirmation (if the customer is a public sector entity (examples: government agencies, municipalities, ministries)).

Procedure in the FM Portal

Path to the starting point: Property Management - Property Accounting/Cost Entry - Debtors - Debtor List

  1. Open the desired customer by clicking New next to the list entry.

  2. In the Details section, check the box for "Send invoice via email."

  3. In the e-Invoice section, select the XRechnung UBL 1.2 format.

  4. In the e-Invoice section, enter the routing ID, if available.

Screenshot of eTASK settings:
Screenshot of eTASK settings: "Rechnungsversand per Mail" checked, "eRechnung Format" set to XRechnung UBL 1.2, "Leitweg ID" field populated

  1. Click Save.

  2. In the Identification section, click the edit icon next to the Company/Address field.

  3. Check whether the correct email address is entered in the Address section. If necessary, enter the company’s email address in the Email field under the Address section.

Address form with fields for street, postal code, city, country. Filled: Berliner Str. 9, 28360. Postanschrift shows XML Services in Bremen.
Address form with fields for street, postal code, city, country. Filled: Berliner Str. 9, 28360. Postanschrift shows XML Services in Bremen.

  1. Click Save.

You have successfully set up invoice dispatch as XRechnung.

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