e-invoice checklist

Checklist: ZUGFeRD / xRechnung in c-entron

1. Activation in the c-entron

✅ In the admin settings under Documents -> Invoices activate the standard
✅ Selection of Smart standards: xInvoice 3.0.1 or ZUGFeRD 2.3.2
✅ Option "Only attach XRechnung XML files to emails" activate
✅ Check and adjust special settings

2. Company data & tax information

✅ Company name and address correctly stored
✅ Client information Completely filled out (VAT ID, CEO, etc.)
✅ Bank details entered correctly
✅ Country code checked in country management

3. Customer master data

✅ Route ID stored for government agency customers in the finance sector
✅ Email delivery options for invoices checked (PDF signing)

4. Creation & export of invoices

✅ Test invoice as xInvoice and ZUGFeRD PDF created
✅ Invoices via portinvoice or another tool validates

5. General examination

✅ All mandatory fields filled in (invoice number, date, tax information, etc.)
✅ Invoices contain all relevant information as required by law
✅ Exported files error-free and correctly formatted

6. Difference between ZUGFeRD and xRechnung

✅ Definition of ZUGFeRD: Hybrid format with PDF/A-3 and embedded XML
✅ Definition of xRechnung: Standardized XML invoice for public authorities