Module
Sales
Quotes, orders and invoices in one run, with XRechnung 3.0, ZUGFeRD and FatturaPA in the box. For firms that write their own invoices and have to meet German and Italian rules.
See it instead of reading it
Recorded in the running product, with real data — not an animation.
What the module does
Inventory included
Stock, movements, transfers, stocktaking and valuation come with it.
Whoever has Purchasing or Sales gets the warehouse at no extra cost: the same items, the same numbers, one stock for both sides.
Quote, order, invoice
A quote becomes an order in one click: the lines are copied over, the ORD number comes from your company sequence and the quote is set to accepted.
If it is already rejected or expired, the conversion is blocked.
Numbering that holds up to GoBD
The server assigns the number inside the transaction.
The sequence is pushed past the highest number ever used, so a number that belonged to a deleted document is never issued again.
XRechnung 3.0 as UBL 2.1
UBL XML with the KoSIT CustomizationID xrechnung_3.0, BuyerReference BT-10, EndpointID BT-34/49, contact BG-6, IBAN BT-84 and delivery date BT-72.
One TaxSubtotal per rate and per exemption reason.
ZUGFeRD / Factur-X to EN 16931
The UN/CEFACT CII is generated and attached to the invoice PDF as factur-x.xml with Factur-X XMP: one file a person can read and a program can parse.
Earlier attachments are removed first.
FatturaPA 1.2.2 for Italian customers
When the customer's country is Italy, the module produces FatturaPA instead of XRechnung.
The recipient code comes from the customer record; when it is missing, the fallback from the specification is used.
VAT exemptions under EN 16931
Reverse charge under §13b, intra-community supply, §4 UStG, §19 small business and export each carry the correct UNCL5305 category and VATEX code.
Grouping follows the reason for the exemption, not only the rate.
PDF on your own letterhead, four languages
Invoices, quotes and orders print on the company letterhead with labels in German, English, Italian and French.
Under §19 UStG the required note is added on its own, and euro invoices with an IBAN carry the EPC069-12 SEPA QR code.
Payments received and reminder levels
Paid, partly paid and overdue are worked out by the database from the payments recorded, and the payment date is filled in; setting those states by hand is refused.
On an overdue invoice you raise a first, second or final reminder, stored on the invoice with its date.
How the work runs
- Write the quote and send it to the customer as a PDF on your own letterhead.
- When the customer agrees, turn the quote into an order in one click: lines carried over, ORD number assigned.
- Print the delivery note and deliver. Road distance and fuel cost come from the vehicle, stock is booked out on delivery and comes back when a return is refunded.
- Issue the invoice. The server assigns the number and the tax notes follow the company tax settings.
- Generate the e-invoice: one button files the PDF in Documents, uploads the XML next to it and opens the mail draft with both attachments.
- Record the payment and the status recalculates itself. If the invoice stays open, raise the reminder with the days overdue.
Frequently asked questions
Which files does the module produce?
XRechnung 3.0 as UBL 2.1 with the KoSIT CustomizationID, the ZUGFeRD / Factur-X CII to EN 16931, and FatturaPA 1.2.2 in the FPR12 format for Italian customers. From the interface the button always produces XRechnung, so the hybrid ZUGFeRD PDF is not reachable today.
What do I do when an invoice has to be corrected?
Sales has no credit note. The correction runs through a return with a refund, which records a negative payment and a reversing accounting entry. Nothing in the invoice numbering is reused: a number that belonged to a deleted document is never issued again.