Accounting › E-invoicing
E-invoicing Customer Identifiers
What each customer’s e-invoice must carry: the Peppol participant id, a German public buyer’s Leitweg-ID, the Italian codice destinatario or PEC, the Mexican RFC and uso CFDI, the Polish NIP.
Where to find it
- Module: Accounting
- Group: Close & Compliance
- Section: E-invoicing
- Screen: E-invoicing Customer Identifiers
Address in the console: /accounting/einvoice-party-ids
List · 8 columns · 22 fields on its form · 1 of them required
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Customer | Text | account_name |
| Format | Status | preferred_format |
| VAT id | Code | vat_id |
| Peppol id | Code | peppol_id |
| Leitweg-ID | Code | leitweg_id |
| Codice destinatario | Code | it_codice_destinatario |
| RFC | Code | mx_rfc |
| NIP | Code | pl_nip |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Customer required | Choice | Looked up from existing records | |
| Preferred format | Choice | peppol-bis-3, xrechnung-ubl, xrechnung-cii, factur-x, fatturapa, ksef-fa2, ksef-fa3, cfdi-40, zatca, zatca-ubl | |
| VAT id (BT-48) | Text | With its country prefix. Empty takes the customer record’s tax number. | |
| Registration number (BT-47) | Text | ||
| Peppol scheme | Text | ||
| Peppol participant id | Text | ||
| Leitweg-ID (Germany, BT-10) | Text | A German public buyer’s routing id, such as 991-12345-67. | |
| Buyer reference (BT-10) | Text | Whatever the buyer asks invoices to quote. | |
| Codice destinatario (Italy) | Text | Seven characters; 0000000 when invoices go to a PEC address. | |
| PEC address (Italy) | Text | ||
| Codice fiscale (Italy) | Text | ||
| RFC (Mexico) | Text | ||
| Uso CFDI (Mexico) | Text | G03 gastos en general, for instance. | |
| Régimen fiscal (Mexico) | Text | ||
| Domicilio fiscal postcode (Mexico) | Text | ||
| NIP (Poland) | Text | ||
| Street | Text | The address the e-invoice gives, when the customer record’s will not do. | |
| City | Text | ||
| Postcode | Text | ||
| Region or province | Text | ||
| Country (ISO code) | Text | ||
| Notes | Long text |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.