Import and Export Transactions in ZUGFeRD Format
ZUGFeRD is a standard for e-invoicing in Germany that embeds an XML file within a PDF/A-3 document. This hybrid format ensures the invoice is both human-readable and machine-readable, making it easy for people to read while also allowing automated processing.
IN THIS PAGE…
Import Transactions in ZUGFeRD Format
You can import bills and vendor credits in ZUGFeRD format in Zoho Books. Here’s how:
Note: You can import only one bill or vendor credit at a time.
- Go to Bills or Vendor Credits under Purchases on the left sidebar.
- Click the More icon at the top.
- Select Import Bills or Import Vendor Credits.
- Click ZUGFeRD 2.3.0 from the dropdown.
- Click Choose File and upload the bill or vendor credit that you want to import.
- Click Upload ZUGFeRD 2.3.0 in the top-right corner.
The uploaded file will open as a new transaction with pre-populated details.
- Check the details. If any changes are necessary, you can edit the transaction.
- Click Save.
Export Transactions in ZUGFeRD Format
You can export invoices and credit notes in ZUGFeRD format in Zoho Books. Here’s how:
- Go to Invoices or Credit Notes under Sales on the left sidebar.
- Select the transaction that you want to export.
- Click Export/Print and select ZUGFeRD 2.3.0 from the dropdown.
The transaction will be exported in the ZUGFeRD format.
Upload Files in the ZUGFeRD Format
You can upload invoices or credit notes received from your vendor in the ZUGFeRD format in the Documents module. Here’s how:
Note: You can only convert the uploaded invoice into a bill or the credit note into a vendor credit. An error will occur if you try to convert an invoice or credit note to anything other than a bill or vendor credit. This limitation applies to invoices and credit notes in the ZUGFeRD format.
- Go to Documents on the left sidebar and click Upload File.
- Upload the file.
The uploaded file will be available in the Documents section of your Zoho Books organisation.
Note: Your customers, vendors, and accountants can email credit notes or invoices in the ZUGFeRD format to your inbox using the unique email address configured in your Documents section.
Now, e-invoicing will be disabled for your organisation.
