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
Numbers are assigned in sequence and never twice, and 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.
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 follow by themselves from the payments recorded, payment date included.
On an overdue invoice you raise a first, second or final reminder, stored on the invoice with its date.
Advance invoice and final invoice
The advance invoice is an invoice type of its own, posted to advances received.
The final invoice picks the advances received from the same customer and deducts each one as a negative line with its VAT (§ 14 (5) UStG).
Recurring invoices
An invoice becomes a template with a rhythm: monthly, quarterly, yearly.
On the due date a draft with the same lines is created, which you check and issue.
Only the issued invoice gets its number, and missed dates are caught up.
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 number is assigned for you 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. The program picks the format from the recipient: FatturaPA for Italian customers, XRechnung for a public body with a Leitweg-ID, and between companies the hybrid ZUGFeRD PDF, which a person opens and a machine reads.
What do I do when an invoice has to be corrected?
An issued invoice is never changed: it is corrected with a credit note. A cancellation credits the whole invoice in one step; a partial correction starts as a draft with the invoice lines, which you adjust and issue. A return with an invoice is refunded with the Refund command, which issues the credit note for the returned items. A number once issued is never issued again.
What does this module cost?
€29 a month, flat per company, annually €23.20 a month.