The tariff management of be.ENERGISED offers the possibility to send generated documents as electronic invoices according to EU/2014/55.
These documents are generated and sent in the ZUGFeRD format 2.1.1. The machine-readable data in XML format is added to the PDF document as an attachment. Thus, the PDF serves not only as a visual representation, but also as a container for the XML file.
Further information on ZUGFeRD can be found at https://www.ferd-net.de/
To use the ZUGFeRD format in your be.ENERGISED license, please follow the steps below:
1. Activate the option "Enable electronic invoicing" in the settings of the invoice or credit note layouts by setting this field to "Yes".
The layout configuration can be found at: Finance/Settings/Document Layout Configuration.
The right to make changes to the invoice layout must be activated under User management/Groups/Finance for the desired user groups. For more information on activation, see the Rights management article.
2. Within the tax configuration, select the corresponding file format from the drop-down menu. This configuration must be performed for each tax configuration.
You can find more information about the tax configuration here.
3. Select the respective format in the payment terms tab (direct debit, bank transfer, etc..)
4. Under Invoicing number, please also select the desired entry from the drop-down menu.
There are two options for specifying your own bank details (IBAN):
A.) Billing by client (no entity-based invoicing):
This option is usually used. In this case, your bank details must be entered in the Finance/Automated Invoicing/Sub-tab Finance, if you have not already done so.
B.) Entity-based billing:
A quick way to verify this can be found in the Automated Invoicing menu.
In this case, bank details must be entered in the entity list for each billing entity. This has to be done in the company list of the user administration.
Select the respective billing entity from the organizational structure and create user-defined fields with the bank data in the tab:
See the Automated Billing Function article for more details.
Version: 2023-07-27 07:39:06 UTC