Exporting invoices as XML - UBL

XML - UBL is the format used in electronic invoicing (e-invoicing). In some countries, e-invoicing must be used instead of traditional invoicing in every transaction. In other countries, it's only mandatory to use e-invoicing for transactions with government agencies.

In Rentman, you can export every invoice in XML - UBL format. This article shows the basic settings you must set up for e-invoicing.

Available for: Lite Classic Pro

Unstructured invoice data in PDF or Word format are not valid as e-invoices.

Set up your VAT scheme

  1. Go to Configuration > Financial > VAT schemes.
  2. Double-click on a VAT scheme to open it.
  3. Enter the right EDIFACT code (5305 Norm) for each rate.
  4. Click Save.
  5. Repeat for each VAT scheme.

Configure your e-invoicing settings

Go to ConfigurationFinancial > Electronic invoicing, and fill in the following fields:

  • Identification number: the unique number that identifies a business, based on the country's identification scheme.
  • Identification scheme: the code that identifies your country. For many European countries, this scheme is the VAT. Check this list if you don't know your country's identification scheme (column 'schemeID').
  • Currency Code: Select your currency code if it is not already set by default.

example

el_inv_4.png

Configure your contacts' e-invoicing settings

Fill in your contacts' data to generate e-invoices.

  1. Go to Contacts.
  2. Double-click on a contact to open it.
  3. Go to the 'Electronic invoicing' tab.
  4. Fill in the identification number and identification scheme.

If you don't know the identification number of a contact, request it to them or check in your country's identification scheme database.

Export an e-invoice

After creating an e-invoice, you can export it in XML - UBL. 

  1. Create an invoice.
  2. When editing the invoice, click Download as XML
  3. Choose between 'UBL based on ledgers' (for internal use/accounting software) and 'UBL to send' (for your clients).
Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.