For the introduction of the ZUGFeRD invoice format, various conceptual tasks are taken on. When using ZUGFeRD, the customer acts as both the invoice issuer and the invoice recipient. For the conception of the implementation, the analysis of the market requirements as well as the coordination with the customer's specialist department are in the foreground. Furthermore, as part of the activity, an examination of the feasibility of the X-Rechnung invoice format is carried out.
The customer-internal applications for master data management, invoicing and market communication are relevant for the implementation of the new invoice format. Due to the still low market penetration of ZUGFeRD, prototypes of various types of invoices (credit, final billing, consumption billing, etc.) are coordinated with other customers and a framework for development is created. Another check is the feasibility of X-Rechnung for use by public clients. The same procedure is used here as with ZUGFeRD. The adjustments to the individual software to the existing customer accounting processes are made with .Net code and SQL databases.
ZUGFeRD and X-Rechnung are so-called hybrid invoice formats. The invoice document in the form of a PDF is extended by an attached XML document. The PDF represents the invoice element that is visually readable for the employee, the XML contains the same information as the PDF, but represents this in machine-readable structured data. This combination automates and simplifies invoicing and its evaluation. The tasks include the following requirements: The existing concepts must be supplemented and documented for invoicing. The new invoice formats are implemented on the basis of market formats and customer processes.