Invoice in xml format

[Kertscher]

Hello,

I want to export an invocice in xml format.
The format must be like (German) XRechnung.

https://de.wikipedia.org/wiki/XRechnung

https://www.bsi.bund.de/DE/DasBSI/E-Rechnung/e-rechnung_node.html

I have install the Espo CRM version 5.9.3.
Including the sales pack extension.

Any advice would be welcome.
Lena

[eymen-elkum]

I think you need to ask for help from one of development service providers:

https://forum.espocrm.com/forum/job-.../find-customer

[sinanazkali]

Iyimisin? bizim Proje basladi. Sayende. cok yardimci oldun tekrar tesekkürler.

[eymen-elkum]

Çok sevendim, her türlü yardım etmeye hazırız inş.

[peterberlin]

Hello Lena

ESPO Crm is a super great software. But in Germany it is not suitable for bill cutting and the like.
So the German Federal Ministry of Finance has its own ideas:


https://www.bundesfinanzministerium....cationFile&v=4

ESPO is not GOBD compliant. At the latest when the tax office wants to have evaluable figures for verification it gets serious. Without figures in the right digital form, the girls and boys at the tax office will be very, very expensive.
(It is only an advice.)

ESPO Crm ist eine super tolle Software. Aber in Deutschland zum Rechnung scheiben und Co. nicht geeignet.
Das deutsche Bundesministerium für Finanzen hat so seine eigenen Ideen:

ESPO ist nicht GOBD konform. Spätestens, wenn das Finanzamt auswertbare Zahlen zur Prüfung haben will, wird es ernst. Ohne Zahlen in der richtigen digitalen Form schätzen die Mädels und Jungs vom Finanzamt und das wird sehr, sehr teuer.
(Ist nur ein Rat.)

peter

[Kertscher]

Hello Peter

Thanks for your quick answer.
I want to generate the XRechnung (XML invoice) in ESPO.
The result is an XML file should be generated, which should be transmitted to the customer and to the accounting department.
ESPO is not intended to replace accounting.

Danke für deine schnelle Antwort.
Ich möchte die XRechnungen in ESPO generiren.
Als Ergebniss soll eine XML Datei erzeugt werden, welche an Kunden und an die Buchführung übermittelt werden soll.
ESPO soll nicht die Buchaltung ersetzen.

Lena

[Kertscher]

Here is an example for the XRechnung

<?xml version="1.0" encoding="UTF-8"?>
<ubl:Invoice xmlns:ubl="urn:oasis:names:specification:ubl:schema:xsd:Invoice-2"
xmlns:cac="urn:oasis:names:specification:ubl:schema:xsd:CommonAggr egateComponents-2"
xmlns:cbc="urn:oasis:names:specification:ubl:schema:xsd:CommonBasi cComponents-2"
xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xsi:schemaLocation="urn:oasis:names:specification:ubl:schema:xsd:Invoice-2 http://docs.oasis-open.org/ubl/os-UBL-2.1/xsd/maindoc/UBL-Invoice-2.1.xsd">
<cbc:CustomizationID>urn:cen.eu:en16931:2017#compl iant#urn:xoev-de:kosit:standard:xrechnung_1.2</cbc:CustomizationID>
<cbc:ID>2</cbc:ID>
<cbc:IssueDate>2020-10-08</cbc:IssueDate>
<cbc:InvoiceTypeCode>380</cbc:InvoiceTypeCode>
<cbc:Note>#AAI#Hallo Welt#</cbc:Note>
<cbc:TaxPointDate>2020-10-08</cbc:TaxPointDate>
<cbc:DocumentCurrencyCode>EUR</cbc:DocumentCurrencyCode>
<cbc:TaxCurrencyCode>EUR</cbc:TaxCurrencyCode>
<cbc:BuyerReference>05 01 023</cbc:BuyerReference>
<cac:OrderReference>
<cbc:ID>123456789</cbc:ID>
</cac:OrderReference>
<cac:ContractDocumentReference>
<cbc:ID>1</cbc:ID>
</cac:ContractDocumentReference>
<cac:ProjectReference>
<cbc:ID>12</cbc:ID>
</cac:ProjectReference>
<cac:AccountingSupplierParty>
<cac:Party>
<cac:PostalAddress>
<cbc:StreetName>Meine Strasse 2</cbc:StreetName>
<cbc:CityName>Berlin</cbc:CityName>
<cbc:PostalZone>12347</cbc:PostalZone>
<cac:Country>
<cbc:IdentificationCode>DE</cbc:IdentificationCode>
</cac:Country>
</cac:PostalAddress>
<cac:PartyTaxScheme>
<cbc:CompanyID>123456789789789</cbc:CompanyID>
<cac:TaxScheme>
<cbc:ID>VAT</cbc:ID>
</cac:TaxScheme>
</cac:PartyTaxScheme>
<cac:PartyLegalEntity>
<cbc:RegistrationName>Ich AG</cbc:RegistrationName>
</cac:PartyLegalEntity>
<cac:Contact>
<cbc:Name>Fraufred Musterfrau</cbc:Name>
<cbc:Telephone>0190666666</cbc:Telephone>
<cbc:ElectronicMail>Fraufred.Musterfrau@IchAG.de </cbc:ElectronicMail>
</cac:Contact>
</cac:Party>
</cac:AccountingSupplierParty>
<cac:AccountingCustomerParty>
<cac:Party>
<cac:PostalAddress>
<cbc:StreetName>Musterstrasse 1</cbc:StreetName>
<cbc:AdditionalStreetName/>
<cbc:CityName>Berlin</cbc:CityName>
<cbc:PostalZone>12345</cbc:PostalZone>
<cac:Country>
<cbc:IdentificationCode>DE</cbc:IdentificationCode>
</cac:Country>
</cac:PostalAddress>
<cac:Contact>
<cbc:Name>Manfred Mustermann</cbc:Name>
</cac:Contact>
</cac:Party>
</cac:AccountingCustomerParty>
<cac:PaymentMeans>
<cbc:PaymentMeansCode>30</cbc:PaymentMeansCode>
<cac:PayeeFinancialAccount>
<cbc:ID>DE2912345678910</cbc:ID>
<cbc:Name>Fraufred Musterfrau</cbc:Name>
<cac:FinancialInstitutionBranch>
<cbc:ID>AZGFERDDRC</cbc:ID>
</cac:FinancialInstitutionBranch>
</cac:PayeeFinancialAccount>
</cac:PaymentMeans>
<cac:PaymentTerms>
<cbc:Note/>
</cac:PaymentTerms>
<cac:TaxTotal>
<cbc:TaxAmount currencyID="EUR">0.00</cbc:TaxAmount>
</cac:TaxTotal>
<cac:LegalMonetaryTotal>
<cbc:LineExtensionAmount currencyID="EUR">0.00</cbc:LineExtensionAmount>
<cbc:TaxExclusiveAmount currencyID="EUR">0.00</cbc:TaxExclusiveAmount>
<cbc:TaxInclusiveAmount currencyID="EUR">0.00</cbc:TaxInclusiveAmount>
<cbc:AllowanceTotalAmount currencyID="EUR">0.00</cbc:AllowanceTotalAmount>
<cbc:ChargeTotalAmount currencyID="EUR">0.00</cbc:ChargeTotalAmount>
<cbc:PrepaidAmount currencyID="EUR">444.00</cbc:PrepaidAmount>
<cbc:PayableRoundingAmount currencyID="EUR">0.00</cbc:PayableRoundingAmount>
<cbc:PayableAmount currencyID="EUR">-444.00</cbc:PayableAmount>
</cac:LegalMonetaryTotal>
</ubl:Invoice>

Lena

[shalmaxb]

I did not test it, but as far as I know, the Excel file format is XML. Perhaps you could export the respective records to Excel and convert it with Excel to pure XML. Just an idea.
Here is a website in German how to convert: https://www.tabellenexperte.de/von-e...l-und-zurueck/

[esforim]

Interesting requirement of the German. I wonder how they going to use the XML to import, too bad Freedom of Information request probably won't allow us to gain access to these software so we can use it too.

[peterberlin]

In Germany there is a regulation that invoices to public authorities must be sent as e-invoices (XML) in the future. Many programs can already export and import XML invoices. This should save a lot of time.
In addition to these XML files, the corresponding PDF files will also be sent.

[peterberlin]

Hello Lena,

Sorry, I expressed myself wrong. The topics I have mentioned are mainly about "writing the bill".
The Ministry of Finance is trying to prevent tax evasion in this area. As long as you are not audited, everything will be fine. The tax office can audit 10 years back.

Entschuldigung ich habe mich falsch ausgedrückt. Bei den von mir genannten Themen geht es vor allem um "Rechnung schreiben".
Das Finanzministerium versucht Steuerhinterziehungen in diesem Bereich zu verhindern. So lange man nicht geprüft wird, geht sicherlich alles gut. Das Finanzamt kann 10 Jahre zurück prüfen.
peter