E-invoicing Profiles
How this company issues structured e-invoices: the country, the format (Peppol BIS, XRechnung, Factur-X, FatturaPA, KSeF, CFDI 4.0), the seller’s identifiers and how documents leave. A company with no active profile issues no e-invoices.
Where to find it
- Module: Accounting
- Group: Close & Compliance
- Section: E-invoicing
- Screen: E-invoicing Profiles
Address in the console: /accounting/einvoice-profiles
List · 10 columns · 37 fields on its form · 3 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 |
|---|---|---|
| Profile | Code | profile_no |
| Name | Text | name |
| Country | Code | country |
| Format | Status | format |
| VAT id | Code | seller_vat_id |
| Sends by | Status | transport |
| Connection | Text | connection_name |
| Default | Yes or no | is_default |
| Active | Yes or no | is_active |
| Automatic | Yes or no | auto_submit |
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 |
|---|---|---|---|
| Name required | Text | ||
| Country (ISO code) required | Text | DE, FR, IT, PL, MX, BE, NL... | |
| Format required | Choice | peppol-bis-3, xrechnung-ubl, xrechnung-cii, factur-x, fatturapa, ksef-fa2, ksef-fa3, cfdi-40, zatca, zatca-ubl | |
| Default format for this company | Yes or no | ||
| Active | Yes or no | ||
| Seller name | Text | Empty takes the company’s legal name. | |
| Seller VAT id (BT-31) | Text | With its country prefix: DE123456789, IT01234567890. | |
| Seller tax number (BT-32) | Text | ||
| Seller registration number (BT-30) | Text | ||
| Street | Text | ||
| City | Text | ||
| Postcode | Text | ||
| Region or province | Text | ||
| Contact name | Text | ||
| Contact phone | Text | ||
| Contact email | Text | ||
| Peppol endpoint scheme | Text | 0088 GLN, 0192 Norwegian org no, 0208 Belgian enterprise no, 9930 German VAT... | |
| Peppol endpoint id | Text | ||
| Regime fiscale (Italy) | Text | RF01 for the ordinary regime. | |
| Codice fiscale (Italy) | Text | ||
| Progressivo invio prefix (Italy) | Text | ||
| RFC (Mexico) | Text | ||
| Régimen fiscal (Mexico) | Text | Three digits: 601 general de ley personas morales. | |
| Lugar de expedición (Mexico) | Text | The postcode the invoice is issued from. | |
| Serie (Mexico) | Text | ||
| NIP (Poland) | Text | ||
| Payment means (UNCL 4461) | Text | 58 SEPA credit transfer, 30 credit transfer, 49 direct debit. | |
| IBAN | Text | ||
| BIC | Text | ||
| Sends by | Choice | file, http | File: generated and downloaded, sent by whoever uploads it. HTTP: posted to the connection below. |
| Connection | Choice | Looked up from existing records | |
| Notes | Long text | ||
| Submit automatically when an invoice posts | Yes or no | ||
| Attempts before a person is needed | Number | ||
| First retry after (minutes, doubled each time) | Number | ||
| Invoice printed on | Choice | Looked up from existing records | The company's own invoice form (Platform > Printed Forms). Empty: the plain copy. |
| Credit note printed on | Choice | Looked up from existing records |
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.