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Invoices & Documents

Required Fields for Regular Invoices

A "regular" invoice is an invoice that is not created as a structured e-invoice. In Billance, this means: a simple PDF without embedded XML data. This guide explains the legal mandatory information.

Important Note

Since January 1, 2025, e-invoices are the standard in B2B. A regular invoice (PDF without XML) is only permitted if:

  • The recipient explicitly consents
  • It is a small amount invoice (≤ €250)
  • Exceptions from the e-invoice obligation apply

Mandatory Information According to § 14 UStG

Standard Invoice (over €250)

Basic Information

  • Full name and address of the service provider
  • Full name and address of the service recipient
  • Tax number or VAT ID of the service provider
  • Issue date
  • Sequential, unique invoice number

Service Information

  • Quantity and type of delivery or extent and type of service
  • Time of delivery/service (date or period)
  • "Service date corresponds to invoice date" is permissible

Amount Information

  • Consideration (net amount) separated by tax rates
  • Less agreed reductions (discounts, early payment discounts)
  • Tax rate
  • VAT amount
  • Reference to tax exemption, if applicable

Small Amount Invoice (≤ €250 gross)

Reduced requirements according to § 33 UStDV:

  • Name and address of the entrepreneur
  • Issue date
  • Quantity and type of service
  • Gross amount
  • Tax rate or reference to tax exemption

Not required: Invoice number, recipient's name, separate tax disclosure

Special Cases

Reverse-Charge (§ 13b UStG)

  • Mandatory note: "Tax liability of the service recipient"
  • No VAT may be shown

Intra-Community Supply

  • Recipient's VAT ID required
  • Reference to tax exemption

Credit Note

  • The word "Credit Note" must be included

Small Business (§ 19 UStG)

  • Do not show VAT
  • Mandatory note: "No VAT charged according to § 19 UStG"

What Billance Typically Checks in Practice

To generate a regular invoice cleanly in Billance, you should mainly keep these areas complete:

  • Company profile with name, address, and tax number or VAT ID
  • Recipient with a complete billing address
  • Invoice number, invoice date, and service date
  • Line items with description, quantity, price, and matching tax logic
  • Notes for special cases such as reverse charge, intra-community supply, or small business taxation

Permitted Formats

A regular invoice can be issued as:

  • Paper invoice
  • PDF document
  • Email invoice
  • Any electronic file

Important: The invoice must be readable, clearly assignable, and archived unchanged (GoBD compliant).

Retention Obligation

  • Entrepreneurs: 8 years
  • For real estate services: Recipient possibly 2 years

Recommendation

Use the e-invoice feature in Billance whenever possible. It automatically fulfills all requirements and offers your recipients modern automation.