Invoicing: Saving And Exporting XML Invoices for E-Invoicing

Step 2: Prepare your Invoice Contacts with the necessary Contact Custom fields.

Configure the below Contact Custom fields. Enable the "Company Relation" for these fields, so all contacts belonging to a Company have the fields applied:

FIELD LABEL	FIELD TYPE	DESCRIPTION
E-Invoice Buyer Name	Entry	This is the legal name of the buyer company
E-Invoice Buyer Endpoint ID	Entry	A unique electronic address identifying the buyer in an e-invoicing network
E-Invoice Buyer Endpoint Scheme	Entry	Defines which identification system is used for the Endpoint ID. For German e-invoicing (XRechnung or ZUGFeRD/Factur-X), the “Endpoint Scheme ID” identifies which electronic address system your customer uses. It is usually required in the XML under the buyer electronic address field.) Ask you client to "Please provide your electronic invoice endpoint ID and scheme ID for XRechnung/Peppol.”
E-Invoice Buyer Street	Entry	Part of the Buyer's address
E-Invoice Buyer City	Entry	Part of the Buyer's address
E-Invoice Buyer Postal Zone	Entry	Part of the Buyer's address
E-Invoice Buyer Country Code	Selector	Country codes in an invoice MUST be coded using ISO code list 3166-1.  There is an attachment to this article listing them (as of July 2026)
E-Invoice Buyer Identifier	Entry	NIF/NIE/CIF/VAT ID
E-Invoice Currency	Selector	Values must follow the three letter ISO-4217 currency codes.  There is a CSV attached to this article listing them (as per July 2026). This field should have exactly the same name as the Invoice Custom Field.

Once you have added the above fields, you should consider applying the fields to all of your current contacts.  This will mean any contacts you have on your system will then inherit the above fields (should they need to use E-Invoicing).

Please Note: Applying to all Current Contacts could risk removing data if you have Contact Custom fields that have since been renamed, or removed.  If this is the case, when applying to current contacts, you will be prompted about any removed data, and it will be stored on the server in a text file.  In most cases, this should not be an issue.

Step 3: Enable E-Invoice (Desktop Side)

1. As Admin User go to Toolbox > Settings > Server Setup > "Enable E-Invoice" checkbox
2. Configure your/the company's XML Invoice Supplier data:
   
   

Step 4: Fill Contact Custom Fields On Contacts

With the Contact Custom fields added to the server, you should fill the fields on the relevant contacts.  As they have been set up as Company Relation fields, only one contact per company needs to be edited.

Step 5: Prepare the Invoice

1. Open Invoice Creator.

2. Create or open an invoice.

3. Select a Contact in the Your Ref field
   (this will automatically be pulled from the contact associated to the project.  Only select a new contact if it needs to differ from the Project's Client contact)
   
   

   

4. If Contact Custom Fields have been configured correctly (in Step 4 above), the corresponding Invoice Custom Field for currency will be automatically populated with the buyer/customer information.

5. Click OK to save the invoice.

Step 6: Export the Invoice

• Open Invoice Creator or Invoice Manager.

• Select one or multiple invoices.

• Right-click on the invoice column.

• Choose one of the following options:

  1. Save E-Invoice XML

  2. Save Factur-X / ZUGFeRD PDF
     
     
     Supports credit notes by using the "InvoiceTypeCode" 381 + the farmerswife credited invoice number as the E-Invoice BillingReference data.

• For the Factur-X/ZUGFeRD EN 16931 PDF visual layout the default template selected bottom left corner in the invoice is applied.
  
  
  

Step 7: Save the File

After selecting an export option:

1. A Save File dialog appears.

2. Choose the destination folder.

3. Save the file.