In Billance, an e-invoice currently applies to structured invoices and credit notes. In order for the document to be generated and validated cleanly, certain mandatory fields must be present.
Required Fields Overview
Invoice Level
| Field | Description | |---|---| | Invoice Number | Unique, sequential identifier | | Invoice Date | Date of issue | | Invoice Type | e.g. invoice or credit note | | Currency Code | ISO 4217, for example EUR | | Service Date / Service Period | Date or period of the service | | Due Date | Payment deadline |
Seller (Sender)
| Field | Description | |---|---| | Name | Full company name | | Street | Street and house number | | City | City | | Postal Code | Postal code | | Country | Country code, for example DE | | Tax Number or VAT ID | At least one is required | | Electronic Address | Technical address for structured exchange | | Electronic Address Scheme | For example email or another identifier scheme |
Buyer (Recipient)
| Field | Description | |---|---| | Name | Full company name | | Street | Street and house number | | City | City | | Postal Code | Postal code | | Country | Country code, for example DE | | Electronic Address | Identifier relevant for structured delivery | | Electronic Address Scheme | The matching scheme for that identifier |
Invoice Lines
| Field | Description | |---|---| | Description | Description of the delivery or service | | Quantity | Amount | | Unit | Unit of measure, for example piece or hour | | Unit Price | Price per unit | | Tax Category | e.g. standard, exempt, or reverse charge | | Tax Rate | Percentage | | Net Amount | Line total excluding tax |
Amount Fields
| Field | Description | |---|---| | Net Total | Sum of all line amounts | | Tax Amount | Total VAT | | Gross Amount | Final amount including taxes | | Payable Amount | Amount actually due |
Additionally Depending on Profile and Payment Method
- Buyer reference / Leitweg-ID: especially important for public authorities and typically relevant for XRechnung, ZUGFeRD XRechnung, and PEPPOL BIS
- Bank details: important when you use bank transfer as the payment method
- SEPA direct debit details: for example creditor ID, mandate reference, and where needed debtor IBAN
- Supporting documents: if you reference supporting files, additional structured fields come into play
- Further references such as purchase order, project, or contract only when the specific case requires them
Validation in Billance
Billance highlights missing mandatory fields directly in sender, recipient, line items, and additional options. In addition, the document validation overview and the separate e-invoice validation page show open issues in one place.
Tips
- Complete your company profile so sender data can be applied automatically
- Store frequently used recipients as contacts, including electronic address and buyer reference
- Use templates for recurring invoice types and payment logic