Invoicing: XML Invoice Export

Modified on Tue, 3 Feb at 12:59 AM

How to save and export invoices in XML format

This guide walks you through the steps to export invoices in different XML Formats.

Current supported formats are:

EN-16931 → UBL 1.3.15 → Peppol BIS Billing 3.0 compliant XML format.
Facturae (Spain)
Factur-X/ZUGFeRD EN 16931

Before you begin

Make sure you are running farmerswife server 7.3.
You also need a license with the XML Invoice flag enabled. Contact sales@farmerswife.com.

Step-by-step instructions

Step 1: Configure necessary Invoice Custom Fields (Server Side)

If you are a cloud hosted client please email the below table filled in with the values to support@farmerswife.com

Minimum requirement:

E-Invoice Currency; Type: Selector; ISO 3digit standards
E-Invoice Buyer Name (The legal name of the buyer company)
E-Invoice Buyer Endpoint ID (A unique electronic address identifying the buyer in an e-invoicing network)
E-Invoice Buyer Endpoint Scheme (Defines which identification system is used for the Endpoint ID)
E-Invoice Buyer Street
E-Invoice Buyer City
E-Invoice Buyer Postal Zone
E-Invoice Buyer Country Code Country codes in an invoice MUST be coded using ISO code list 3166-1

Facturae XML Required invoice custom fields:

E-Invoice Buyer Identifier (NIF/NIE/CIF/VAT ID)

Optional custom fields:

E-Invoice Buyer Additional Street
E-Invoice Buyer Identifier
E-Invoice Buyer Identifier Scheme
E-Invoice Buyer Company ID
E-Invoice Buyer VAT Number
E-Invoice Buyer Contact
E-Invoice Buyer Email
E-Invoice Buyer Telephone
E-Invoice Buyer Tax Scheme

Step 2: Prepare your invoice contacts with the necessary fields

Configure the below Contact Custom fields. They should be with "Company Relation" so all contacts belonging to a Company have the fields applied.

E-Invoice Buyer Name
E-Invoice Buyer Endpoint ID what is it??
E-Invoice Buyer Endpoint Scheme what is it??
E-Invoice Buyer Street
E-Invoice Buyer City
E-Invoice Buyer Postal Zone
E-Invoice Buyer Country Code Country codes in an invoice MUST be coded using ISO code list 3166-1

Step 3: Enable E-Invoice

As Admin User go to Toolbox > Settings > Server Setup > "Enable E-Invoice" checkbox
Configure the XML Invoice Supplier data:

Export Invoices as XML File

Select one or multiple invoices from the Invoices creator or Invoice Manager. Right click > then choose to: "Save E-Invoice XML" to export one or multiple invoices.

EN-16931 / Peppol BIS Billing 3.0 format
Facturae (Spain)
Factur-X/ZUGFeRD EN 16931 / Save Factur-X/ZUGFeRD PDF

Supports credit notes by using the "InvoiceTypeCode" 381 + the farmerswife credited invoice number as the E-Invoice BillingReference data.

Troubleshooting

Make sure all Custom Fields are configured

Useful links:

Used the following validators in dev:

https://www.itb.ec.europa.eu/invoice/upload [Invoice Validator (EU DIGIT) (by the European Commission) — validates against the European standard EN 16931 and supported syntaxes]
https://www.b2brouter.net/global/peppol-validator/ [Peppol Validator validates structured e-invoices using the Peppol BIS 3.0 format]
https://app.b2brouter.net/fr/validation [Factur-X/ZUGFeRD EN 16931 PDF Validator]
Documentation to understand Peppol codes and details: https://docs.peppol.eu/poacc/billing/3.0/