E-Invoices
Create and send e-invoices out of Vertec
How this feature creates benefits
The feature “e-invoices” enables creation and dispatch of electronic invoices in standardized XML format. With this feature, companies can ensure legally compliant invoicing and avoid media disruptions. The automated creation reduces errors, speeds up the process and ensures a professional and future-proof invoice processing.
- Creation of e-invoices in standard XML format
- Direct dispatch to customers or e-invoicing platforms
- Compliance with legal regulations and standards
How it works
- Invoicing as a PDF or as an electronic invoice in XML format possible
- Suitable for public authorities and business partners
Creation of an e-invoice
An e-invoice is created in Vertec based on the entered invoice data. The system ensures that all necessary mandatory information such as the invoice originator, recipient, VAT details and payment information are included. Invoices can be created in parallel as PDF and XML.
Dispatch
The created XML file can be:
- submitted via an e-invoicing platform; or
- sent directly to customers, if they support reception of XML invoices
Knowledge Base Articles
Prerequisites
Module “Services & CRM”
Related features
Frequently asked questions
Can I create multiple invoice addresses in Vertec?
Yes, this is possible. If, for example, several departments in your customer's company receive invoices from you, you may allocate different invoice addresses.
Is Vertec a suitable billing software for service providers?
Yes, because Vertec has been developed specifically for service providers. When invoicing, you can still edit the services to be invoiced, and you can invoice both at fixed prices and depending on expenditure (hours and material). Of course, you can also invoice travel expenses and other expenses, too.
Can the invoice amount be reduced later by a deposit?
In the course of billing, Vertec takes account of advance payments. It automatically checks whether services or invoice amounts, such as expenses or outlays, have been recorded on a project. After the billable items on a project have been reviewed and approved, they are taken into account in the invoicing just like the advance payment.
Can invoices be sent by email?
Vertec can be configured with individual text templates for emails. Invoices are attached as PDF files.
Can invoices of suppliers be charged on to several customers or projects?
Yes, you can decide whether the invoice is either charged or forwarded directly.
How can I test Vertec without obligation?
You may test Vertec for 30 days free of charge and without obligation in your personal test environment.
Start your free trial now.
