
Create ZUGFeRD invoices for free
ZUGFeRD is the leading e-invoice format in Germany, combining a human-readable PDF with machine-readable XML data. With Cakedesk, you can create your first 3 ZUGFeRD invoices for free.
#What is ZUGFeRD?
ZUGFeRD (Zentraler User Guide des Forums elektronische Rechnung Deutschland) is a hybrid invoice format that embeds structured XML data inside a PDF/A-3 document. This means:
- For humans: The invoice looks like a normal PDF that you can read, print, and archive
- For machines: The embedded XML data can be automatically processed by accounting software
ZUGFeRD is based on the European standard EN 16931 and is fully compatible with Factur-X (the French equivalent). Starting January 2025, e-invoicing became mandatory for B2B transactions in Germany, making ZUGFeRD more important than ever.
#Why choose ZUGFeRD?
| Benefit | Description |
|---|---|
| Universal compatibility | Works as a regular PDF for recipients without e-invoice software |
| Automatic processing | Can be read and imported by accounting systems |
| Legal compliance | Meets German e-invoicing requirements |
| Long-term archiving | PDF/A-3 format ensures documents remain readable for decades |
#How to create ZUGFeRD invoices with Cakedesk
#1. Set up your e-invoice settings
Before creating your first ZUGFeRD invoice, configure your e-invoice settings under Settings > E-Invoices:
- Contact person name: Your name or your company's contact person
- Phone and Email: Contact details that will appear in the e-invoice data
- Invoice Due Days: Default payment term (e.g., 14 or 30 days)
- Bank details: Account holder, IBAN, and BIC for payment information
#2. Enable e-invoices for your client
Go to the client you want to invoice and enable e-invoicing:
- Open the client's details
- Scroll to the "E-Invoices" section
- Check the box "Enable e-invoices for this client"
- Optionally enter a Routing ID (Leitweg-ID) if your client is in public administration
#3. Create your invoice
Create an invoice for this client as you normally would. When e-invoices are enabled for the client, you'll notice:
- The delivery date field is now required (mandatory for e-invoices)
- An E-Invoice References section appears with optional fields
For more complex invoicing scenarios, you can add reference fields:
- Project Reference (BT-11): Link the invoice to a specific project
- Contract Reference (BT-12): Reference an underlying contract
- Purchase Order Reference (BT-13): Include the buyer's PO number
- Sales Order Reference (BT-14): Add your sales order number
These fields are included in the XML data but don't appear on the visible PDF.
#4. Export your ZUGFeRD invoice
After saving your invoice, right-click on it to access the export options:
- Open PDF (E-Invoice): Opens the ZUGFeRD PDF directly
- Export PDF (E-Invoice): Saves the ZUGFeRD PDF to your computer
That's it! Your exported PDF now contains the embedded XML data that makes it a valid ZUGFeRD invoice.
#ZUGFeRD vs. XRechnung: Which format should you use?
Cakedesk supports both ZUGFeRD and XRechnung. Here's when to use each:
| Format | Best for | Output |
|---|---|---|
| ZUGFeRD | Most business clients (B2B) | PDF with embedded XML |
| XRechnung | German public administration (B2G) | Pure XML file |
Use ZUGFeRD when:
- Your client is a private business
- You want a visually appealing invoice that can also be processed automatically
- Your client doesn't specifically require XRechnung
Use XRechnung when:
- Your client is a government agency or public institution
- They explicitly require XRechnung format
- They provide a Leitweg-ID (Routing ID)
#Required information for valid ZUGFeRD invoices
To create a compliant ZUGFeRD invoice, make sure you have filled in:
#Your company details
- Company name and full address
- VAT ID or Tax ID
- Contact person, phone, and email
- Bank account details (IBAN, optionally BIC)
#Client details
- Client name and full address
- VAT ID (for EU business clients)
#Invoice details
- Invoice number and date
- Delivery date (when the service was provided)
- Payment due date
- Line items with quantities, prices, and VAT rates
#Verify your ZUGFeRD invoice
Want to make sure your ZUGFeRD invoice is valid? You can verify it using online tools:
- Open your exported ZUGFeRD PDF
- Upload it to a validator like elster.de
- The validator will extract and check the embedded XML data
#3 free ZUGFeRD invoices included
Cakedesk offers a free trial that lets you test all features, including ZUGFeRD e-invoices. The trial is limited to:
- 3 clients
- 3 invoices
- 3 proposals
This is enough to fully test the e-invoice functionality and make sure Cakedesk works for your business. Once you're ready to use Cakedesk for all your invoicing needs, you can purchase a license key for a low one-time payment to unlock unlimited clients, invoices, and proposals.
#Start creating ZUGFeRD invoices today
With Cakedesk, creating professional ZUGFeRD invoices is simple. Download Cakedesk and start sending compliant e-invoices to your German clients in minutes, there's no sign-up required.