Cakedesk

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E-Invoices

Cakedesk can create e-invoices as XRechnung XML files or ZUGFeRD PDFs. This feature is available for users in Germany.

#Enable e-invoices for a client

Open the client for whom you want to create an e-invoice. In the “E-Invoices” section, enable “Enable e-invoices for this client”.

You can then enter identifiers provided by the client:

  • Supplier number (BT-29): the number the client assigned to you as a supplier
  • Buyer identifier (BT-46): an identifier for the client as the buyer
  • Routing ID (BT-10): the recipient's identifier in German public administration

Cakedesk includes these details in the electronic invoice data.

Client settings in Cakedesk with e-invoices enabled and fields for the supplier number, buyer identifier, and routing ID.

#Create and export an e-invoice

Create an invoice for the client as usual. When you save it, Cakedesk automatically generates the electronic invoice data.

Right-click the saved invoice to access these export options:

  • Open PDF (E-Invoice): opens a ZUGFeRD PDF with embedded XML data
  • Export PDF (E-Invoice): saves the ZUGFeRD PDF
  • Export XRechnung: saves the invoice as an XML file
Invoice context menu in Cakedesk with options to open or export a ZUGFeRD PDF and export an XRechnung.

#Enter details for e-invoices

Under Settings > E-Invoices, you can enter details Cakedesk needs for electronic invoices:

  • Contact person name: the name of your contact person
  • Phone and email: your contact details
  • Invoice due days: the number of days until payment is due
  • Account holder, IBAN, and BIC: your bank details

Before exporting, check that all required details are complete and correct.

E-invoice settings in Cakedesk with contact, payment, and bank details.

When creating an e-invoice, you can also enter optional references:

  • Project reference (BT-11): project ID and project name
  • Contract reference (BT-12): reference to a contract
  • Purchase order reference (BT-13): the buyer's purchase order number
  • Sales order reference (BT-14): your sales order number
Invoice form in Cakedesk with optional references for a project, contract, purchase order, and sales order.

The references are included in the electronic invoice data but are currently not shown on the PDF invoice.

#Export cancellations as e-invoices

Cakedesk can also export cancellation invoices and cancellation credit notes as e-invoices. In XRechnung, the cancellation document uses the appropriate cancellation type and references the canceled document.

#Gross pricing limitation

E-invoices are currently unavailable for documents that use gross pricing. Use net pricing for XRechnung files and ZUGFeRD PDFs.

#More information