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Excel to ZUGFeRD

Excel to ZUGFeRD

Fill the template, drop the workbook, get one ZUGFeRD PDF per invoice: an invoice your customer can simply read, with the e-invoice data inside it.

1. Get the templateTwo sheets, Invoice and Lines. The same workbook the XRechnung tool uses.
2. Fill it inOne row per invoice, its line items keyed by invoice number.
3. Drop it backOne PDF/A-3 per invoice, carrying factur-x.xml at the EN 16931 profile.

Download the Excel template

Drop the filled .xlsx here
Sheets must be named Invoice and Lines. Several invoices in one book is fine.

Questions

What is the difference between ZUGFeRD and XRechnung?

ZUGFeRD is one PDF that a person can read with the invoice data embedded inside it, so it works with a customer who is not set up for e-invoicing yet. XRechnung is XML only and is what German public authorities require. Same invoice, two deliverables: use Excel to XRechnung for the XML.

Which ZUGFeRD version comes out?

A PDF/A-3 file carrying factur-x.xml at the EN 16931 profile, which is the ZUGFeRD 2.x and Factur-X attachment name and profile that receiving software looks for.

What does the Standard selector change here?

The XML inside the PDF is always UN/CEFACT CII at the EN 16931 profile, because that is the syntax ZUGFeRD is built on. What the standard changes is the invoice itself: which currency is assumed, how many decimal places the amounts carry, and whether a Leitweg-ID counts as the buyer reference.

Can I put several invoices in one workbook?

Yes. One row per invoice on the Invoice sheet, its line items on the Lines sheet keyed by invoice number, and you get one PDF per invoice.

I would rather type the invoice than fill a sheet.

Create XRechnung is a form, and it exports the same ZUGFeRD PDF at the bottom.