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E-Invoice

The E-Invoice module exports your invoices as standardized electronic-invoice XML files for European e-invoicing. The output follows the EN 16931 / Peppol BIS Billing 3.0 standard as UBL 2.1 XML, so the file can be processed by compliant e-invoicing systems.

This module generates and downloads the XML file for you. It does not submit the invoice to any tax authority on your behalf.

Where to find itE-Invoice appears as a screen within the invoices area, and its configuration lives under Settings›E-Invoice. The module requires the invoices module to be enabled, and uses your invoice view permission.

What it does

  • Lists your invoices (with filters for client, project, status and date).
  • Lets you download any invoice as a UBL XML file named after the invoice number.
  • Relies on company-level and contact-level electronic-address details so the generated XML is complete and compliant.

Before you start: settings

Company settings

Under Settings → E-Invoice, set:

Field Meaning
Electronic Address Your company's electronic address for e-invoicing.
Electronic Address Scheme The scheme/identifier type for that address.
Company ID Your company's registered identifier.
Company ID Scheme The scheme for that company ID.

You should also make sure your company's business address is filled in (there's a link from the settings page).

Managing these settings requires the manage-finance-setting permission.

Contact settings

Each contact you e-invoice must have an Electronic Address and Electronic Address Scheme on file. If they're missing, the export is blocked and you'll be prompted to add them. Use the Update Client action on the E-Invoice list to fill these in.

How to export an invoice as XML

  1. Open the E-Invoice screen.
  2. Find the invoice you want (use the filters if needed).
  3. If the contact has no electronic address yet, use Update Client to add it.
  4. Choose Export XML for that invoice.
  5. The UBL XML file downloads, named <invoice number>.xml.

You can then upload or send that file through whatever e-invoicing channel your jurisdiction requires.

Permissions

  • View invoices — list invoices and export their XML.
  • Manage finance settings — configure the company E-Invoice settings.

Tips

  • Fill in your company E-Invoice settings and business address once, up front, so every export is complete.
  • Set each contact's electronic address before you try to export — the system won't generate the file without it.
  • The downloaded XML is a standard EN 16931 / Peppol UBL file; keep it with your records or submit it through your e-invoicing provider.