This guide describes how to define EU-standard compliant e-invoices, activate them for customers, and manage them in Netvisor. Additionally, it explains the most common errors in sending e-invoices and how to correct them.

You can open the settings and functions by selecting Sales > Invoicing settings > E-invoicing tax codes and Customers > Customer listing > select customer > Edit basic information.

Contents

The State Treasury and some individual other domestic and foreign entities may require e-invoices to be EU-standard compliant. Such e-invoices contain more detailed data fields than normal invoicing. These details are not displayed in the invoice view or printout, but the information is transmitted in the e-invoice message according to the EU standard.

Finvoice 3.0 and EU-standard compliant supported fields:

  • QuantityUnitCodeUN always C62
  • CountryCode for delivery address
  • InvoiceTypeCodeUN 380/381
  • Credit note information OriginalInvoiceNumber + OriginalInvoiceDate
  • RowsTotalVatExcludedAmount
  • BuyerReferenceIdentifier
  • VatCode
  • VatFreeText (for tax codes AE, E, G, K, O)
  • InvoicedQuantity
  • UnitPriceNetAmount
  • RowPositionIdentifier
  • SubRowPositionIdentifier
  • EpiPaymentMeansCode always 58


If a sales invoice comes to Netvisor via the interface and is sent forward from Netvisor, and you want to use the EU-standard compliant e-invoice address, proceed as follows:

  1. Make sure that the EU-standard compliant e-invoice option is enabled for the selected customers.
  2. Send the sales invoice as an e-invoice from Netvisor.

When the option is enabled, the outgoing e-invoice message will also include the information used in EU-standard compliant invoicing.


In Netvisor, the data fields for EU-standard compliant e-invoicing can be activated to be visible per customer. The activation of the setting for desired customers is done from the customer card, under the Edit basic information tab.

  1. Select Customers > Customer listing.
  2. Select a customer and open the customer card.
  3. Select the Edit basic information tab.
  4. Select the “EU-standard compliant e-invoice” setting.
  5. Save the changes.


Customers can also be set en masse under this setting through the Customer listing (Customer listing functions > Edit customer information > EU-standard compliant e-invoice).

  1. Select Customers > Customer listing.
  2. Select Customer listing functions > Edit customer information.
  3. Select the EU-standard compliant e-invoice setting for the desired customers.
  4. Save the changes.

When an EU-standard compliant e-invoice is set, the tax codes for e-invoicing are sent along with the e-invoice material to the respective customer. These are managed under Sales > Invoicing settings > E-invoicing tax codes. The tax codes are precompleted according to the instructions received from the State Treasury, but the information can be changed if necessary. The precompletion is done to ensure that the voucher entries in EU-standard compliant invoices are as automatic as possible. These settings only affect the invoices of those customers for whom "EU-standard compliant e-invoice" has been selected.

If the customer has EU-standard compliant e-invoice enabled, this also affects the e-invoice address of the customer's locations, and the locations use the same selection.

How the tax code for an e-invoice is formed on a sales invoice

The tax code formed on the e-invoice message is derived from the following sections on the sales invoice and is checked in the following order.

  1. The account proposal on the invoice row is primary. The accounting account used on the invoice row and the VAT identifier set for this account in the specification of accounts determine the tax code.
  2. The default accounting accounts set behind the product and the VAT identifiers of these accounts determine the tax code if there is no account proposal on the invoice row.
  3. The e-invoicing tax code set in the invoicing settings determines the tax code if no information is obtained from the previous points.

(Products > Product listing > Click on the product name > Manage information > Accounting information)

The country code of the invoiced customer determines which account is used for the product at any given time.


The VAT identifier set behind the accounting account can be found under VAT identifier (Financial management > Specification of accounts > find the correct account > open the account for editing with the “xx” button:


E-invoicing tax codes can be found under Sales > Invoicing settings > E-invoicing tax codes


For example, with the settings shown in the images above, the VAT identifier KOMY (Domestic sales) is formed on the e-invoice message, and the e-invoice tax code is formed as S - Normal tax rate.

Good to know

  • If the customer has selected an EU e-invoice standard compliant invoice, consolidated invoices cannot be sent to that customer.
  • If invoicing VAT 0%, the VAT identifier must be KOMY 0% - Domestic tax-free sales (see detailed instructions on the formation of the tax code above).
  • Conflicting information, such as invoiced VAT 0% and used VAT identifier KOMY, causes the e-invoice to be rejected.
  • If it is not reasonable to change the accounting account behind the product or the VAT identifier behind the accounting account set for the product, you can override this on the sales invoice using the Account proposal section found on the sales invoice rows.


EU-standard compliant e-invoice remains in error


Conflicting information on the sales invoice causes the rejection of the sending of EU-standard compliant e-invoices. Below are examples of the most common errors and how to correct them.

Example 1: The sales invoice has VAT 0% domestic sales. In this case, the VAT code in the product's accounting account or the account selected in the invoice row account proposal must be KOMY 0%.

If the VAT code is KOMY, the invoice remains in error because KOMY's default "S (normal tax rate)" does not allow a VAT value of 0%. To correct the situation, proceed as follows:

  1. Correct the product's default accounting account so that the VAT code is KOMY 0%.
  2. Update the sales invoice rows to use the corrected account.
  3. Alternatively, correct the account directly on the sales invoice row in the "Account proposal" field.
  4. Make the corrections before resending the invoice.


Example 2: The default accounting account for EU sales products on the sales invoice has been selected as an account whose VAT code is domestic sales, although it should be foreign sales. Therefore, the VAT identifier KOMY also appears on the voucher. In the Sales > Invoicing settings > E-invoicing tax codes section, it is selected that KOMY = S Normal tax rate.

The situation is corrected in the same way as in example 1:

  1. Correct the default accounting account for EU sales so that the VAT code corresponds to foreign sales.
  2. Update the sales invoice rows to use the correct account or correct the account on the invoice row in the Account proposal field.
  3. Resend the invoice after the corrections.


Example 3: The sales invoice has both taxable and tax-free sales. From 4 February 2022 onwards, the same invoice can have both taxable and tax-free sales. The tax code for tax-free sales must use code Z.


If the e-invoice does not need to be EU-standard compliant, you can remove the setting from the customer's information. Proceed as follows:

  1. Select Customers > Customer listing.
  2. Select a customer and open Edit basic information.
  3. Remove the check from “EU-standard compliant e-invoice”.
  4. Save the changes.
  5. Resend the sales invoice as an e-invoice without the corrections mentioned above.

Frequently asked questions

Question: How do I enable an EU-standard compliant e-invoice for a customer?

Answer: Open the customer's customer card (Customers > Customer listing > select customer > Edit basic information), select “EU-standard compliant e-invoice” and save. You can do the same in bulk via Customer listing functions > Edit customer information > EU-standard compliant e-invoice.

Question: From where is the tax code for an e-invoice formed on a sales invoice?

Answer: The tax code is formed primarily from the VAT identifier of the account in the Account proposal field on the sales invoice row, secondarily from the VAT identifiers of the product's default accounting accounts, and finally from the e-invoicing tax code defined in Invoicing settings.

Question: Why does an EU-standard compliant e-invoice remain in error?

Answer: The invoice remains in error if there is conflicting information on the sales invoice, such as VAT 0% and VAT code KOMY, an incorrect VAT code for EU sales, or code Z is not used for tax-free sales. The error is corrected by changing the VAT identifiers of the accounting accounts and, if necessary, the account proposals on the invoice rows according to the examples in the instructions.

Question: Can I send consolidated invoices if the customer has an EU-standard compliant e-invoice enabled?

Answer: No, you cannot. When the customer has selected an EU e-invoice standard compliant invoice, consolidated invoices cannot be sent to that customer.

Question: What should I do if the e-invoice does not need to be EU-standard compliant?

Answer: Remove the check from the customer's information under Edit basic information > EU-standard compliant e-invoice and resend the sales invoice as an e-invoice without EU-standard compliant corrections.

Keywords: EU-standard compliant e-invoice, e-invoicing settings, tax codes, customer card, sales invoice, VAT identifiers



This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.


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