Overview
The following table shows the default mapping of the transmitted fields. The information in the Required Field column is for reference only and may vary depending on the specific details included in the invoice — certain combinations may require more or fewer mandatory fields. The dependencies can be found in the e-invoice specification.
The e-invoice can be created in either XRechnung or ZUGFeRD format.
Whether your invoices are generated as e-invoices can be configured in the billing contract.
A detailed description can be found in this documentation under "Specialist Administration (Accounting)" in the Billing Contracts chapter.
ZUGFeRD Format
A ZUGFeRD e-invoice consists of a visual component — the PDF — with an embedded XRechnung XML file. Under the German VAT Act (UStG), the XML file is the authoritative document.
The visual document of the ZUGFeRD invoice is automatically generated from the XML.
The layout used is provided by KOSIT and cannot be individually customized.
Validation of Structured Data
A validator provided by KOSIT is used to validate the structured data and help prevent rejections. The validation log can be viewed when the file is being created.
Field Overview
Invoice Data
| BT Number | BT Field | Source | Required Field | Description |
| BT-3 | Invoice Type | For invoices, the value from the Invoice Code field is used. For credit notes/cancellations, the value is 384. | * | Invoice types as specified in the e-invoice specification. |
| BT-10 | Routing ID | Billing configuration | * | The routing ID of the invoice recipient for public sector clients. |
| BT-1 | Invoice Number | Invoice number | * | |
| BT-25 | Preceding Invoices | Invoice number for credit notes/cancellations | * | When a credit note or cancellation is created, the number of the preceding invoice is used here. |
| BT-2 | Invoice Date | Invoice date | * | |
| BT-5 | Currency | Currency | * | |
| BT-9 | Due Date | Due date | * | |
| BT-22 | Note | Subject | ||
| BT-73 | Billing Period From | Service period from | * | |
| BT-74 | Billing Period To | Service period to | * |
References
| BT Number | BT Field | Source | Required Field | Description |
| BT-11 | Project Number | Project number from the case file's billing configuration | ||
| BT-12 | Contract Number | Contract number from the case file's billing configuration | ||
| BT-13 | Purchase Order Number | Purchase order number from the case file's billing configuration | ||
| BT-14 | Order Number | Order number from the case file's billing configuration | ||
| BT-17 | Tender Number | Tender number from the case file's billing configuration | ||
| BT-18 | Object Identifier | Object identifier from the case file's billing configuration |
Seller
| BT Number | BT Field | Source | Required Field | Description |
| BT-27 | Company Name | Location name | * | |
| BT-31 | VAT ID | System settings VAT ID | Depends on the configuration in the billing contract and the location | |
| BT-32 | Tax Number | System settings tax number | Depends on the configuration in the billing contract and the location | |
| BT-35 | Street/House Number | Location vCard street/house number | * | |
| BT-38 | Postal Code | Location vCard postal code | * | |
| BT-37 | City | Location vCard city | * | |
| BT-40 | Country | Location vCard country | * | |
| BT-41 | Contact Person | Invoice HVRA | * | |
| BT-42 | Phone | HVRA vCard phone | * | |
| BT-43 | HVRA email | * | Can be changed during invoice dispatch. |
Buyer
| BT Number | BT Field | Source | Required Field | Description |
| BT-44 | Name | Invoice recipient name | * | |
| BT-48 | VAT ID | Invoice recipient VAT ID | ||
| BT-46 | Identifier | Contact customer/supplier number | ||
| BT-50 | Street/House Number | Invoice recipient street/house number | ||
| BT-53 | Postal Code | Invoice recipient postal code | * | |
| BT-52 | City | Invoice recipient city | * | |
| BT-55 | Country | Invoice recipient country | * | |
| BT-56 | Contact Person | Invoice recipient contact person | ||
| BT-57 | Phone | Invoice recipient contact person phone | ||
| BT-58 | Invoice recipient contact person email |
Invoice Line Items
| BT Number | BT Field | Source | Required Field | Description |
| BT-126 | Line Item Number | Assigned automatically | * | |
| BT-129 | Quantity | Invoice line item quantity | * | e.g. numeric value for hours, km, copies, or units |
| BT-130 | Unit | Invoice line item unit | * | e.g. hours, km, copies, units as an EN 16931-compliant unit code |
| BT-146 | Unit Price (net) | Invoice line item price | * | e.g. rate, per-km flat rate, disbursement amount |
| BT-131 | Total Price (net) | Invoice line item calculated | * | |
| BT-134 | Billing Period Start Date | Service period from on the invoice | * | |
| BT-135 | Billing Period End Date | Service period to on the invoice | * | |
| BT-151 | VAT Rate | Invoice tax details | * | |
| BT-153 | Name | Invoice line item name | * | Service type name, if not filled in |
| BT-154 | Description | Invoice line item description |
Invoice Amounts
Discounts
| BT Number | BT Field | Source | Required Field | Description |
| BT-92 | Discount (net) | Invoice line item discount | * | |
| BT-93 | Base Amount (net) | Invoice line item discount | ||
| BT-94 | Percentage | Invoice line item discount | For percentage-based discounts. | |
| BT-95 | VAT Category of the Discount | Calculated from the invoice tax details. | * | |
| BT-97 | Reason for Discount | Pre-filled automatically | * |
VAT
| BT Number | BT Field | Source | Required Field | Description |
| BT-116 | Total Amount (net) | Invoice line item calculated per VAT category | * | |
| BT-117 | VAT Amount | Calculated |
Total Amounts
| BT Number | BT Field | Source | Required Field | Description |
| BT-106 | Sum of All Line Items (net) | Calculated as the sum of all net line items | * | |
| BT-107 | Sum of Discounts (net) | Calculated as the sum of all discounts | ||
| BT-108 | Sum of Charges (net) | Calculated as the sum of all charges | ||
| BT-109 | Total Amount (net) | Calculated as the sum of all net line items minus discounts plus charges | * | |
| BT-110 | Total VAT Amount | Calculated as the sum of all VAT amounts | * | |
| BT-112 | Total Amount (gross) | Calculated from total amount (net) plus total VAT amount | * | |
| BT-113 | Amount Paid | Sum of all applied open items | ||
| BT-114 | Rounding Amount | Calculated rounding amount | A rounding amount is output here if the invoice was rounded. | |
| BT-115 | Amount Due | Payment amount | * |
Payment Data
| BT Number | BT Field | Source | Required Field | Description |
| BT-82 | Payment Method | Bank transfer | * | |
| BT-83 | Payment Reference | Invoice number and case file reference number | ||
| BT-85 | Account Holder | Invoice bank account holder | * | |
| BT-84 | IBAN | Invoice bank account IBAN | * | |
| BT-86 | BIC | Invoice bank account BIC |
Attachments
Attachments can be embedded in the Invoice Dispatch view. |||||| |—|—|—|—|—| |BT Number|BT Field|Source|Required Field|Description| |BT-122|Identifier|Automatic file name|*|The identifier must be unique.| |BT-124|File Name/Reference|File name||| |BT-125|Type|Automatic|The value is always File.||
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