Requirements for e-bills

E-invoices are subject to the same legal requirements as normal invoices. This also includes the fact that e-invoices must contain the general mandatory information of an invoice. This means that your company's address data, bank details and VAT ID must be transmitted. These are previously in BUSINESS to deposit. In addition to this mandatory information, there is additional information that must be filled in depending on the requirements of your client.


Mandatory information

Portal registration

Depending on the respective client, it may be necessary for you to register in a specific portal. A list with the relevant information can be found on the page on E-bill.

your address details

In e-bills, the data (name, street, zip code, city, country) of your Company address transmitted.

If you manage the business area in DATAflor BUSINESS use to individual companies map, then you can store the respective address in the business areas. The address data stored in the business area to which the LV is assigned is automatically used to issue the e-bills.

Your UST-ID

Deposit in the Financial management ihres DATAflor BUSINESS your Umsetstyourididentification number (VAT ID), so that this is automatically preassigned for the issuance of e-invoices.

Make sure that you enter your VAT ID in full with the country code (DE for Germany).

If you manage the business area in DATAflor BUSINESS use to individual companies map, then you can store the respective VAT ID in the business areas. The VAT ID that is stored in the business area to which the LV is assigned is automatically preassigned for the issuance of e-invoices.

Your bank details

Deposit in the Financial management ihres DATAflor BUSINESS Your bank details and define your main bank details. The main bank details are automatically preassigned for the issuance of e-bills.

Start after each change or creation of a new bank account DATAflor BUSINESS new to apply the changes.

If you manage the business area in DATAflor BUSINESS use to individual companies map, then you can specify the respective bank details in the business areas. The bank details that are stored in the business area to which the LV is assigned are automatically preassigned for the issuance of e-bills.

You can select one of your other bank details for each invoice before it is issued, in order to send this to the invoice recipient with the invoice data.

Contact details of the invoice issuer

In the master data, store the Employeeswho issue e-bills in your company, the contact details that are sent to the bill recipient with the billing data. The stored contact details are automatically used for issuing e-bills Contact Person, Telefon-Nr. and e-mail of the logged-in user.

Make sure you enter a complete phone number. The simple direct dialing is not sufficient.

Routing ID / order number

The Route ID is a code number provided by the respective client for the correct addressing of the invoice. In the course of the implementation of the e-bill, the federal, state and local authorities have agreed on a uniform system. The routing ID is public information and is used by all suppliers to address their invoices to the correct authority or accounting department. E-invoices in format X-invoice must contain the routing ID.

Deposit at the addresses of your Clients the one communicated to you Route ID.


When a new LV is created for this client, this is included in the Course basic data preassigned. Here you can add to the LV the Order number deposit that was communicated to you with the order. For the issuance of e-invoices, the route ID and order number that are stored for the LV in the LV basic data are preassigned.

Is on the LV one Different service recipient stored, make sure that the routing ID is at the address of the Invoice recipient is deposited.

E-mail of the invoice recipient

In the addresses for the client, store the e-mail address that you received from the portal or from the client E-mail address of the invoice recipient was communicated. By clicking specify that this e-mail address is used by default for sending invoices.

Is on the LV one Different service recipient deposited, make sure that the e-mail address matches the address of the Invoice recipient is deposited.


Extended information

Your contact person at the client

Enter the data of your contact person at the customer in the addresses for the customer address Contact . Then indicate this on the LV on the Addresses tab as contact person. Name, telephone numbers and e-mail address are automatically taken from the recorded contact data. In the e-invoice, the contact details are transmitted, which are on the LV on the tab Addresses > Clients are deposited.

Your supplier number at the client

Store in the addresses for Clients the supplier number that your company has with the client, this is transmitted in the e-bill with the billing data.

VAT ID of the client for invoices with 0% VAT according to §13b UStG

If you issue an e-invoice with 0% VAT according to § 13b UStG, it is also mandatory to show the VAT ID of the invoice recipient. Store these in the addresses for Clients in the group Masterdata Managment in The Field VAT Reg..

Is on the LV one Different service recipient deposited, make sure that the VAT ID is at the address of the Invoice recipient is deposited.


Different service recipient

By default, the address of the beneficiary is the address given on the LV on the Addresses tab is stored as client; is identical to the client in the project tree and is transmitted with the e-bill as the bill recipient. If the recipient of the service and the recipient of the invoice have different addresses, please inform the client of the project tree in the addresses different invoice recipient to. This is then used to create the e-bill and transmitted with the billing data.


Run different companies as business units

Take advantage of that Business area management in DATAflor BUSINESS, to map individual companies, store for each business area (= company) on the tab address data the deviating mandatory information on an invoice (address data, VAT ID and bank details). All bank details are in the Financial management created bank details are available. In the project management you then assign the LV the business area whose data is to be transmitted in the e-invoices for this LV.


Further steps