Request permission from a sales contact
The sales contact/debtor can directly import an e-sales invoice into their financial administration and process it. This saves the sales contacts a lot of time, because they do not have to copy the invoice data manually. The sales contact is not required to accept an e-invoice. That is why you should first consult with your sales contacts to check if they want to receive e-invoices and if their software supports the UBL format (2.1).
The e-invoice in Profit is an electronic invoice in the Dutch standard XML format, UBL 2.1. UBL also is the standard used by the Dutch government. Other 'standards' are also in use. However, Profit only supports UBL.
The Dutch UBL standard is geared towards a typical financial invoice. The starting point is automatic processing of the invoice as a purchase invoice. All in all, this UBL invoice contains the following basic data: invoice data, creditor, debtor, purchaser, supplier, payment conditions (payment method and payment conditions), totals (gross amount, invoice total), invoice line totals (number of units, line amount excl., discount percentage, price per unit, VAT amount, goods amount, VAT percentage, calculated price (price factor x line amount / number of units).
Typical order management data which does not affect the financial administration is not included in the UBL. For example, lot and serial numbers are not included. This data can be viewed via the goods receipt. The lines, including price and article, are in fact included on the invoice. Credit restriction is not in the UBL. You can use credit restriction and still provide the invoice as a UBL invoice. The credit restriction is processed in the invoice total, but cannot be calculated via the lines. The recipient must manually copy the credit restriction from the provided PDF invoice. Fields from the custom configuration cannot be included in the Dutch UBL.
For more information on e-invoices, please refer to the Tax Authority's website: www.belastingdienst.nl/efactuur
Contact the sales contact:
- Ask for permission to issue the sales invoices as e-invoices.
- Check if the software of the sales contact uses the correct UBL version.