Accountable offers two options for sending e-invoices. One is XRechnung + ZUGFeRD and the other is PEPPOL.
How to send XRechnungen
To send XRechnungen or ZUGFeRD invoices, you can write your invoices as usual in Accountable. If you have not yet written an invoice with Accountable, take a look at this guide.
Once you have written your invoice, you have 2 options to continue:
Option 1: Save + download XRechnung or ZUGFeRD e-invoice
1) Click on “Continue” in the top right corner
2) Select “Save & download XRechnung” or “Save & download ZUGFeRD”
You have now successfully downloaded your XRechnung/ZUGFeRD and can send it.
Option 2: Send XRechnung/ZUGFeRD e-invoice directly from Accountable
1) Click on “Continue” in the top right corner
2) Select “Save & prepare to send"
The following window will now open:
3) Enter the recipient (and adjust the text if necessary)
4) The ZUGFeRD e-invoice is automatically attached. In case you want to send the XRechnung, you can also easily add that one with one click on the "paper clip symbol" and select "add XRechnung".
5) Now you can either way send both e-invoices or delete the one you don't need. And with one click on “Send invoice” you e-inovice will be sent.
Sending e-invoices via PEPPOL
To register with PEPPOL and send e-invoices via PEPPOL, please go to Account -> Settings -> E-invoicing in the web version. Follow the instructions in the app.
How to send externally written invoices (as e-invoices) with Accountable
You can of course also send invoices that you have written externally with Accountable in e-invoice format. This works as follows:
1) Click on Import invoice
2) Upload your invoice
3) Click on “Review now”)
4) Mark the invoice as “not sent” and check the encoded data
5) Click on the letter symbol here to “Send invoice”
6) Enter the recipient (and adjust the text if necessary) Now all you have to do is click on “Send invoice” (the X invoice is automatically attached)
Find out more about e-invoices and why you need them
E-invoices are becoming increasingly important and will soon be mandatory for you. But what exactly are e-invoices, what advantages do they offer and what legal requirements must be met?
Find out in this video as Tino, founder of Accountable, explains it all.
If you have any questions, please contact the tax coaches in the chat or via e-mail taxcoach@accountable.eu :)