embeding a pdf inside the einvioce

[jamie]

Has anyone tried embedding a PDF invoice directly inside the sales-pack eInvoice? It seems to be becoming the modern standard, and I’d really like to support it. At the moment, though, I can only find a way to download the eInvoice XML. or if there was some way it could just attach to the existing record, i could then embed my pdf from other means

yuri , any thoughts?

[yuri]

ZUGFeRD invoices are not currently supported. It's quite a lot of work to be done to support them. Planned for the future but currently with no timelines.

[jamie]

Yeah, ZUGFeRD does look a bit complicated. Some of my German customers are asking for this with XRechnung invoices as well, but there’s still the question of which PDF to embed and whether it’s even available.

For now, I’m wondering if it might be possible to simply attach the generated eInvoice to the record. If so, I could then use some formula or workflow magic to embed that PDF as needed.

[yuri]

There's no formula functions to generate E-Invoice contents.

It's not that simple to attach the generated XML to a PDF. It requires PDF/A and some additional metadata to store in the PDF. It also requires CII standard e-invoice. We only have UBL supported. The main problem for us is not having CII support.

[jamie]

yuri I meant to attach the e-invoice to the invoice Espo record, so that I could run a formula to embed my pre-generated PDF into the e-invoice XML whenever that field changes. This would probably be more future-proof, give me greater flexibility, and save you some work.

So, to summarize: just add an “Attach” button after the export button here.