ZUGFeRD 1.0, 2.1 and 2.3
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Last updated
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Currently supported versions of ZUGFeRD are:
1.0
2.1 (compliant with FACTUR-X 1.0.05)
2.3 (compliant with FACTUR-X 1.07.2)
The ZUGFeRD standard is always active by default, but you can make modifications to it if needed.
Navigate to Settings → Global Settings → Document Types → Invoice.
Click on E-Doc.
A list of all available e-docs will appear.
Locate the ZUGFeRD version you want to modify.
In the transformation settings, you can define the path where specific information is located within the XML file.
Create a new draft by clicking the pencil icon.
Select the newly created draft.
Either create a new field or modify an existing one.
Set the desired path for the data extraction.
Click Save.
Create a new draft by clicking the pencil icon.
Select the new draft.
Create a new field or edit an existing one.
The left side represents the DocBits field ID, which can be found in the Settings → Global Settings → Document Types → Invoice → Fields.
The right side represents the path to the field created in the Transformation.
Click Save.
The preview file is used only for FACTUR-X and not for ZUGFeRD. ZUGFeRD will use the PDF.
The extraction path file is utilized to display extracted data in the validation screen (e.g., invoice date).
By following these steps, you can ensure accurate data extraction and validation for ZUGFeRD invoices.