Dolibarr ERP CRM Wiki

Electronic Billing

Revision as of 23:10, 15 September 2024 by Eldy (talk | contribs) (→‎Implementation)

This page presents a description of the rules and solutions for electronic invoicing (e-invoicing).

The laws, rules, and solutions depend on your country...

Germany (Factur-X / ZUGFeRD)

The electronic invoice format in Germany is Factur-X, which is the same as in France. However, its German name, ZUGFeRD, can also be used. This standard involves integrating structured invoice data into an XML file embedded within the PDF A/3 of the invoice.

To generate invoices in this format, you need to install the FacturX module available on Dolistore:

France (Factur-X)

The government has specified three possible types of electronic invoice formats:

  • Factur-X, sometimes incorrectly written as FactureX (Hybrid Format PDF A/3 + Structured Data in XML included in the PDF)
  • Cross Industry Invoice (CII)
  • Universal Business Language (UBL) format

Using one of these formats will be mandatory in France. The Dolibarr software has chosen the first format. It is already compatible (see below).

Schedule

Initially, the first deadline was set for January 1, 2024. The schedule was modified at the end of 2023 by the government. It is now as follows:

  • From September 1, 2026: Obligation to receive electronic invoices for all businesses.

All companies are required to receive their invoices in electronic format. Only large companies (employing at least 5,000 employees or with a turnover exceeding 1.5 billion euros) and medium-sized companies (employing between 250 and 4,999 employees or with a turnover not exceeding 1.5 billion euros) are required to issue invoices in electronic format.

  • From September 1, 2027: All SMEs and micro-enterprises will be required to issue electronic invoices (postponable until December 1, 2027).

Implementation

To generate invoices in the Factur-X format, you need to install the FacturX module available on Dolistore:

This module will be integrated as standard in a future version of Dolibarr.

Once the document is generated, it must be transmitted to a centralized platform. Sending the invoice directly to your client via email will no longer be possible.

Dolibarr, like any invoicing software, will therefore need to interface with a PDP (private intermediary operator) or the PPF (the state's centralized platform for submitting invoices). This point has not yet been developed because the government platform and specifications for such automatic invoice transfer are not yet ready. The development will be carried out as soon as they are available. See the page [[GIFF Facture Électronique].

Note: France already offers a platform called Chorus-Pro, where it is mandatory to submit invoices in certain cases (e.g., invoices intended for the administration). To interface your Dolibarr with this platform, you need to either submit invoices manually or use a third-party service for submission directly from Dolibarr. For example, using:

  • Chorus Pro Module - Subscription from EasyaSolution.
  • EDI Chorus Module
  • The platform HeyBilly which interfaces with the Chorus APIs and Dolibarr APIs.

Belgium (Peppol)

The electronic invoice format in Belgium is the Peppol format, which follows the UBL standard defined by the OASIS organization: https://docs.oasis-open.org/ubl/

Here are some links about this format:

To generate invoices in this format, you need to install the module:

Spain (Facturae - VeriFactu)

The following module is required:

Mexico (CFDIXML)

To generate invoices in the Mexican electronic format, you need to install the CFDIXML module:

Switzerland (QR-Bill)

Until 2022, Switzerland required invoices to be accompanied by a red payment slip (called BV) and an orange payment slip (called BVR). This is no longer the case. Instead, PDF invoices in Euro or Swiss Francs, which can or must be paid by bank transfer, must include, at the bottom of the page for example, a section containing all the information required for payment by transfer. This is called the QR-Bill or QR-Invoice.

To obtain such a section:

  • You can install the following module: https://www.dolistore.com/fr/modules/286-SwissBanking.html
  • The other option is to activate the experimental option INVOICE_ADD_SWISS_QR_CODE:
    • Setting the value to '1' will generate and print the QR code only.
    • If the option is set to 'bottom', the entire section at the bottom of the invoice will be displayed, but an external PHP library will be required for the first generation of the PDF.

Italy (FatturaPA)

There are two solutions:

Netherlands (Digipoort)

Please update this wiki if you have developed a module or documentation to support this format.

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