E-Invoicing

E-Invoices

The E-Invoice app integrates into the Shopware process for invoice creation and reads all the information needed to create an e-invoice from the order information and your shop settings.

ZUGFeRD PDF

The E-Invoice app creates e-invoices in the ZUGFeRD format.

The ZUGFeRD format combines PDF and XML in a hybrid format. This keeps the e-invoice human-readable while embedding machine-readable XML data that can be processed by accounting software. The app generates a ZUGFeRD 2 PDF in the XRechnung profile from the PDF invoice generated by Shopware. This means that an XML file in the XRechnung format is embedded in the PDF file.

Additionally, the PDF file is transformed by the app into a PDF/A-3 compliant structure, which meets the requirements for long-term archiving according to GoBD. Please note that the PDF/A-3 transformation can only be ensured for standard Shopware documents. If you use an extension that modifies Shopware's PDF creation, the generated ZUGFeRD PDF file may not be PDF/A-3 compliant.

XRechnung

The XRechnung is an XML format used for creating e-invoices and complies with the European standard EN 16931. It is used, among other things, for invoicing public authorities in Germany.

To use the E-Invoice app, you do not need to know the XRechnung specification in detail. However, to better understand the relationship between your shop's configuration and the content of the XRechnung, it is helpful to be familiar with some basic aspects of the specification.

The data contained in the XRechnung are called information elements or business terms (BT). Information elements are grouped into business groups (BG). All elements and groups are numbered and are called, for example, BT-1 (invoice number) or BG-6 (seller's contact information). In the app settings and the results of the shop configuration check, we regularly provide the BT or BG number along with the descriptive names.

The XRechnung defines several tax categories. The E-Invoice app supports the following:

• Standard: 19% or 7% (Code: S)
• Zero tax rate: 0% (Code: Z)
• VAT exemption for intra-community supplies of goods and services in the EEA: tax-free (Code: K). See Configuration for intra-community supply
• Partially supported: Tax-exempt: tax-free (Code: E)

Please note that tax exemption can occur for different reasons! It is therefore important that you configure your shop correctly so that the correct tax category can be selected for the e-invoice.

The tax categories S and Z can appear together in an e-invoice. For tax categories K and E, this is not possible: in these cases, the entire invoice is always tax-free due to intra-community supply (K) or tax exemption (E).

Administration

Configure Your Shop

The E-Invoice app uses information from the order, shop settings, and app settings to create an e-invoice. For example, when you create an invoice document, the relevant shop information is taken from the document settings for invoices. To ensure this works smoothly, make sure your shop settings are complete and can be processed by the app.

Check Shop Settings

To check your shop settings, navigate to Settings in the administration, switch to the Extensions tab, and select E-Invoice there.

When you click on Check Shop Settings (1), after a short loading time, the check results for the relevant Document Settings (2) - (5) and for other Shop Configuration (6) will be displayed.

The check results can be errors, warnings, or information. If the settings for a document are already correct, this is indicated by a green checkmark (2).

Errors (5), marked by a red circle with an exclamation mark, must be fixed by you to create valid e-invoices.

Warnings (3), marked by an orange triangle with an exclamation mark, serve to alert you to a potential incorrect configuration of your shop. Look at warnings carefully and fix them if necessary.

The Information (4), marked with a blue circle, may be relevant to you. They do not necessarily prevent the creation of a valid e-invoice. For example, in the XRechnung, the seller's VAT identification number is not required if no VAT is declared.

Click on the Name of a Document (2) marked as a link, like cancellation_invoice, to go directly to the document settings. You can also store some information in the app settings.

App Settings

In the app settings, you can enter information for creating e-invoices. This is useful if certain data cannot be taken from your shop settings or if you want to override the values from the shop settings.

All information entered in the app settings takes precedence over the values stored in the document settings.

To open the app settings, navigate to Extensions > My Extensions in the administration, click on "..." for E-Invoice, and select Configure.

Enter the required data in the corresponding text fields. If you need additional information about a field, hover the mouse over the (?) symbol.

Automatic Creation of an E-Invoice PDF and Storage in the Shop

The E-Invoice app automatically creates an e-invoice and stores it in the documents of an order as soon as Shopware has created an invoice. This function is enabled by default and can be turned on or off in the app settings.

Switch to the Documents (1) tab on the order detail page (in Shopware 6.4: scroll to the Documents card). You can Create a new document (2) here.

In this tab, all already created Invoices (4) and the corresponding E-Invoices (3) are listed.

If you want to create a new document, a dialog will open where you can select the document type. Select Invoice (2) here, even if you want to create an e-invoice. The e-invoice will be automatically created as soon as a new invoice document has been created.

For technical reasons, it is unfortunately not possible to hide the Electronic Invoice (1) option in the dialog. If you select this type for creation, you will receive an error message.

After creating an invoice, the e-invoice is automatically generated in the background. This process may take some time. Once the e-invoice PDF has been created, it will be uploaded to your shop. You will receive a notification as soon as the creation is complete and the e-invoice is available.

The e-invoice will now appear next to the other documents.

Configure Automatic Creation

In the app settings, you can specify whether e-invoices should be created automatically. To do this, navigate to Extensions > My Extensions in the administration, click on "..." for E-Invoice, and select Configure. There you can enable or disable the option Automatically generate an e-invoice when creating an invoice.

Don't forget to Save your changes before leaving the settings page.

Manual Creation of E-Invoice PDFs and XRechnung XML for Download

After installing the app, an additional button "..." (1) will be displayed on the order detail page. Via this button, you can select the menu item Create E-Invoice... (2). This opens a dialog where you can manually create and download e-invoices.

In the dialog, you can choose whether the e-invoice should be created in the ZUGFeRD format or in the XRechnung format.

Starting with Shopware 6.6, an additional card E-Invoice will appear below the documents. The functionality is the same as in the dialog.

Select the document for which an e-invoice is to be created from the Dropdown (1). You can either Download as ZUGFeRD PDF (2) or Download as XRechnung XML (3).

If you create an e-invoice via the dialog or the e-invoice card, it will be downloaded after creation and not stored in your shop.

Validation

Each generated e-invoice is checked for compliance with the XRechnung standard using the KoSIT Validator.

For automatically generated e-invoices, you will see a notification indicating whether validation errors are present. To review the automatically generated and stored e-invoices and obtain a validation report, open the E-Invoice card (in Shopware 6.4 via the dialog). Then navigate to the Validate (1) tab, select the desired e-invoice (2), and click Validate (3). After a short wait, the Validation Result (4) will be displayed.

The validation result is also displayed for manually created e-invoices.

For invalid e-invoices (1), the Details (2) section lists the identified issues. If problems occur, check your shop settings and resolve the issues found.

The text in the Details section comes directly from the KoSIT Validator and may appear in another language depending on the issue found.

Special Cases

Special invoicing cases can be represented in Shopware with varying degrees of success. This chapter describes the settings and conditions that must be met to create a valid e-invoice in each case.

Intra-Community Supply

You can also create e-invoices for intra-community supply with the E-Invoice app. For this, the following conditions must be met:

• The customer must have a business account in which the VAT identification number of the company is stored. You can display the selection between business and customer account in the Shopware settings for Login and Registration, so that customers can also create business accounts.
• The customer's VAT identification number must be shown on the invoice. To do this, the checkbox Show customer VAT ID must be set in the document settings.
• In the document settings, the checkbox Show "intra-community supply" notice must be set.
• In the Shopware settings for the country to which the intra-community supply is made, the option Tax-free (B2B) must be activated.

If all conditions are met, an e-invoice for intra-community supply will be created. This shows the tax category K (VAT exemption for intra-community supplies of goods and services in the EEA) and specifies intra-community supply as the reason for the tax exemption.

Note: If the order is tax-free but the checkbox for intra-community supply is not set in the document settings, the tax category E (tax-exempt) will be shown. The e-invoice will not be valid in this case, as no reason for the tax exemption can be given.

Roadmap

• Support reverse-charge
• Support VAT exemption for small businesses

Change Requests

The functionality does not cover your use case? Do you have comments or questions? Write to us! We are happy to develop the plugin further with you.

Version History

In a Shopware App, unlike a plugin, the business logic resides outside the shop on an external app server. Most of the app's control elements, with which you interact in the administration, are also provided by the app server. Therefore, the app itself rarely needs to be updated, but the business logic continues to develop.

App

Version	Date	Changes
1.0.0	2024-12-15	Initial Version

Server

Version	Date	Changes
1.1.0-0dca9b6	2025-01-28	Display of the validation result for e-invoices
1.0.0-efb229d	2025-01-10	Support for intra-community supply
1.0.0-21a3ac4	2025-01-05	Support for cancellation invoice and credit note
1.0.0-bcbcc8d	2024-12-16	Support for net invoices and tax-exempt goods
1.0.0-58bd639	2024-12-15	Initial Version