Questions about e-invoice / ZugFerd

General Discussion
1

Hello Community,

I’m new in the invoiceplane application and after reading some threads about e-invoice and zugferd in this repo I was a lil bit confused.

Is the e-invoice feature implemented now and how can I activate it (also in recurring invoices)?

Thanks a lot in advance.

Cheers
Toorms

2 Likes
3

Great question, man!
I’ve pinned this topic for a little while.

Step 1 is to activate e-invoicing.
That’s Settings => Invoicing
and then activate the e-invoicing

Step 2 is to go to 1 of your clients and activate e-invoicing on his page.

  • A check is done to see if his Tax numbers and things like that are filled
  • Keep filling information until all fields have a checkmark

You so have to fill your “Company information”
You will get sent to the user’s page of the user that is logged in.
Fill in your company name, address, things like that.

After everything is filled you can choose the e-invoicing type for your customer. It’s Zugferd in your case.

Last but not least, generate your PDF.
The XML should be attached.

Sometimes it’s hard to see in those PDF windows that pop up, but the file should be there.

Give it a try and when things go wrong, screenshots would be appreciated.
Just hide sensitive information when you show those screenshots

1 Like
4

Nice work, Buddy! Thanks for this information.

I’ll test this with the next recurring invoice tomorrow.

1 Like