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.
Here you will find information about the portal configuration required to transmit invoice data in the ZUGFeRD format.
ZUGFeRD stands for “Central User Guide of the German Electronic Invoice Forum.”
You can find more information about ZUGFeRD here.
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 - Accounts Receivable - Accounts Receivable List
Open the desired customer by clicking on the list entry.
In the Details section, check the box for "Send invoice via email."
In the e-Invoice section, select the ZUGFeRD 2.1 format.
In the e-Invoice section, enter the routing ID, if available.
Click Save in the toolbar.
In the Identification section, click the edit icon next to the Company/Address field.
Check whether the correct email address is stored in the Address section. If necessary, enter the company’s email address in the Email field under the Address section.
You have successfully set up invoice sending as a ZUGFeRD invoice.