Deadlines, formats, retention and what actually makes an invoice an electronic invoice.
As of January 1, 2025, every domestic company must be able to receive e-invoices – this applies without a transition period. For sending, transition rules apply: from January 1, 2027, for companies with more than 800,000...
Read answerAs of 2025, the retention period for invoices and other accounting documents is eight years instead of the previous ten (§ 147 Abs. 3 AO, § 14b UStG). The crucial point for e-invoices: the structured data part must be re...
Read answerNo, there is no general e-invoice obligation for business transactions between companies in Switzerland. The electronic invoice is only mandatory for suppliers to the federal administration for contracts valued at over 5...
Read answerAs a separate document with a document type that identifies it as a correction, and with a clear reference to the original invoice number. The original invoice remains intact and is not altered – it is subject to retenti...
Read answerThe invoice number must be unique and sequential (§ 14 Abs. 4 UStG). Multiple number ranges are permissible as long as no number is duplicated within each range and no unexplained gaps occur. When switching to e-invoicin...
Read answerWith fixed stages and deadlines, but requiring approval before dispatch. Fully automated reminders can damage customer relationships if a payment has only been booked late or if a complaint is ongoing. The system should...
Read answerPrice and pricing model of Ouhud e-invoice: upon request. However, before the pricing question arises, there is another: What do you need to be able to do by when? The receipt of e-invoices has been mandatory since Janua...
Read answerE-invoices can be received and sent through various channels, with electronic transmission occurring via standardized formats and protocols. Common channels include email, web portals, and specialized e-invoice platforms...
Read answerYes, the receipt of an e-invoice must be technically confirmed. This is necessary to prove the proper delivery and receipt of the invoice. The confirmation can be done through an automated system that registers the recei...
Read answerIf a business partner cannot accept e-invoices, the first step should be to initiate a conversation to clarify the reasons. There may be technical or organizational hurdles that can be overcome. Alternatively, the possib...
Read answerAn e-invoice must contain certain mandatory information to comply with legal requirements. This includes, among other things, the invoice number, the invoice date, the complete addresses of the supplier and recipient, as...
Read answerThe transfer of the VAT ID and tax number usually occurs through specific fields in electronic invoices or tax returns. It is important that the VAT ID is provided in the format 'DE' followed by nine digits, while the ta...
Read answerE-invoices from foreign suppliers must meet the same legal requirements as domestic invoices. This includes compliance with invoicing regulations according to the Value Added Tax Act. It is important that the e-invoice c...
Read answerThe credit note procedure allows the recipient to create a credit note instead of an invoice. In e-invoicing, the credit note is transmitted electronically, adhering to the legal requirements for invoicing. The recipient...
Read answerTravel expense receipts and expenses must be clearly and transparently documented in e-invoice processes. This includes recording travel costs, providing receipt numbers, and assigning them to the corresponding cost type...
Read answerAn electronic invoice does not require an electronic signature to be legally valid. However, it is important that the invoice meets legal requirements and ensures the authenticity of the origin as well as the integrity o...
Read answerWhether a readable view needs to be stored alongside an XML file depends on specific requirements and legal regulations. In many cases, it is advisable to archive a readable version to ensure the traceability and accessi...
Read answerIn ZUGFeRD, the PDF/A file is the tax-relevant original. This file contains the invoice in PDF format as well as the structured invoice data in XML format. The PDF/A file ensures long-term archiving and the immutability...
Read answerTo prevent the duplicate booking of e-invoices, companies should implement an effective invoice management system. This system can be supplemented by unique identification features, such as an invoice number or a QR code...
Read answerThe actual receipt time of an e-invoice can be proven through various methods. A common practice is to use receipt confirmations that document the time of electronic transmission. Additionally, logs from the e-invoice sy...
Read answerThe verification of bank details and supplier data before a payment is carried out in several steps. First, the data should be compared with the information stored in the system. A phone confirmation of the bank details...
Read answerThe separation of test and production operations for e-invoice interfaces is achieved by implementing separate environments. In the test environment, all new features and changes are tested before being transferred to th...
Read answerThe gradual integration of suppliers into the e-invoicing process occurs in several phases. First, an inventory of existing processes and systems should be conducted. Next, suitable e-invoicing solutions are selected, an...
Read answerThe transmission of cost centers, order numbers, and project references typically occurs via standardized interfaces or through manual entry into corresponding systems. In many companies, this data is managed in ERP syst...
Read answerFree initial consultation - no sales pressure, just clear answers.
