Discover the Ultimate German Invoice Template for Operations
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Using a German invoice template for Operations
Creating and managing invoices is essential for any operation. Utilizing a German invoice template for Operations streamlines the invoicing process, ensuring compliance and efficiency. Here’s a simple guide to leverage airSlate SignNow in your operational framework.
How to use a German invoice template for Operations
- Open your web browser and navigate to the airSlate SignNow homepage.
- Create an account for a free trial or log into your existing account.
- Select the document you intend to sign or forward for signatures and upload it.
- If you wish to save this document for future use, convert it into a reusable template.
- Access the uploaded document to make necessary modifications: incorporate fillable fields or additional information as required.
- Finalize your document by signing it and adding signature fields for your recipients.
- Click 'Continue' to configure the eSignature invitation and send it out.
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FAQs
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What is a german invoice template for Operations?
A german invoice template for Operations is a pre-designed document that complies with German invoicing standards, tailored specifically for operational needs. It streamlines the billing process by ensuring all necessary details are included, such as item descriptions, quantities, and pricing. This template simplifies documentation for operations-related expenses. -
How can I create a german invoice template for Operations using airSlate SignNow?
To create a german invoice template for Operations using airSlate SignNow, you can start by selecting a pre-built invoice template from our library. Customize it with your company’s branding and operational details, then save it for future use. This feature enhances efficiency in your invoicing process. -
Is the german invoice template for Operations customizable?
Yes, the german invoice template for Operations is fully customizable. You can modify fields, add your logo, and adjust the layout to fit your operational style. This flexibility ensures that your invoices reflect your brand's identity while meeting all regulatory requirements. -
Can I integrate the german invoice template for Operations with other tools?
Absolutely! airSlate SignNow allows integration of the german invoice template for Operations with various accounting and management software. This seamless integration helps maintain a consistent workflow and enhances collaboration across different platforms, keeping your operations running smoothly. -
What are the benefits of using the german invoice template for Operations?
Using the german invoice template for Operations offers several advantages, including compliance with local regulations and improved time efficiency. It helps businesses to reduce errors often associated with manual invoicing processes. With an easy-to-use template, you can focus more on your operations rather than paperwork. -
What features are included in the german invoice template for Operations?
The german invoice template for Operations includes essential features like itemized billing, tax calculation, and customizable payment terms. Additionally, it allows for eSigning, ensuring quick approval and processing of invoices. These features streamline the entire invoicing process for your operational needs. -
How does pricing work for the german invoice template for Operations?
Pricing for the german invoice template for Operations depends on the subscription plan you choose with airSlate SignNow. We offer cost-effective plans that cater to businesses of all sizes, ensuring access to tailored templates and features. You can explore our pricing options to find the best fit for your operational needs. -
Is support available for the german invoice template for Operations?
Yes, airSlate SignNow provides comprehensive support for users of the german invoice template for Operations. Our support team is available to assist with any questions or issues you may encounter, whether it's customizing the template or integrating it with your existing systems. We’re here to ensure a smooth invoicing experience for your operations.
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German invoice template for Operations
Hello everyone welcome to our webinar. My name is Bradley Birch. I'm the sales manager at Melasoft and I'm also joined by Yavuz who's our SAP department head. The topic of this webinar we're going to to discuss e-invoicing in Germany, upcoming changes and how to basically leverage them for your business. So on the agenda we're going to do a Melasoft company introduction we provide information about our company where we're located we're then going to do abroad discussion on e-invoicing what the definitions of e-invoicing is certain e-invoicing models and then we're going to move on to e-invoicing in Germany and we're going highlight the implementation timeline and possible impacts on businesses in Germany in January 2025. The next step we're going to discuss Melasoft's e-invoice solutions we're going to have. I would say e-invoice solutions not necessarily relevant for Germany but we offer a wide range of e-invoice solutions and then the final points we're going to discuss our Germany e-invoice solution and then finally we're going to have questions and discussions obviously it's a live webinar so feel free to ask questions throughout the webinar and we'll do our best at the end to answer them. So who is Melasoft? Who are we? We were established in 2013 and we're headquartered in Frankfurt Germany and we have offices in different locations and countries our vision statements is empowering businesses through seamless ERP solutions and cutting edge e-compliance in innovations, redefining excellence in digital transformation. At Melasoft our mission is to revolutionize the business landscape by delivering unparalleled SAP ERP Consulting and e-compliance solution we strive to enhance operational efficiency, promote sustainable growth and ensure regulatory compliance for our customers. So at Melasoft we're actually an SAP Silver Partner. We have operations in 30 plus countries. We are also ISO certified from a security perspective. We're also a Peppol Access Point. We're a service provider certified by Peppol in KoSIT in Germany. We have five offices and we also have local partners and consultants and over a 100 multinational customers. There are three aspects to our business. We have SAP project management. We have SAP support services and w e also have e-compliance products. Obviously today we're discussing e-invoice but we also offer e-transport, VAT reporting, SAF-T, E-ledger. So a lot of e-compliant products we offer at Melasoft and here's also a nice map that can show you the locations of our products and services so as you can see we're operating in Europe also Central Asia. Melasoft as a company we have four departments. We have a research and Business Development Department which is the department that I'm in. We have software development department and SAP department and most recently we've got a Peppol Services Department because we're a service provider we need a dedicated team that's associated with Peppol and specifically the German regulations. Also here's our website. If anything is unclear feel free to view our website at Melasoft.com and you can find everything that we're talking about on our website. So e-invoicing. Yavuz, what is the definition of e-invoicing? What is the sort of e-invoice formats that we offer and what sort of models are there across the Europe? Thank you Bradley. Hello everyone. Welcome you all. In this part we will talk about as Bradley asked the definition of e-invoicing and e-invoicing formats and models that are currently used in different countries in the world. As you know an electronic invoice is an invoice that is issued transmitted and received in electronic format the content and information is similar to traditional invoice but the main difference is the transmission, submission are all done in electronic format. Also the format enables the invoice to be processed automatically and electronically so the e-invoices have a machine readable format so the invoice can be processed by the SAP, by the ERP applications or other third party applications so that it becomes much more efficient compared to traditional invoicing models. Because of these most of the countries in the world started to implement e-invoicing systems and modify their traditional systems to the e-invoicing systems for these e-invoicing system different applications, different formats are available. In general different types of data are used for e-invoicing. First of all the main format is structured data formats such as EDI or XML formats these are the main formats that are used for e-invoicing process. In addition to this structured data format some unstructured data formats can also be employed such as PDF, JPEG, Word documents or email text Etc. and also we have hybrid formats which is a combination of the unstructured format and structured data format so that the hybrid data format includes both machine readable format and also human readable part. For instance ZUGFeRD or Factur-X that are used in Europe are some examples of hybrid data format which which has two main components a PDF file which can be human readable and also an XML file which can be machine readable. So these formats are also very used are currently in especially in Germany. For transmission and reception channels different transmission and reception channels are used for e-invoicing depending on the implementation depending on the country different channels are used web services Peppol networks, emails, computer, fax servers and also web download options or some other options can also be used for submission of electronic invoice so depending on the implementation depending on the country different transmission and reception channels are employed. If you come to do formats different e-invoicing formats can be used so that the this is a choice and some the most commonly used format is the XML format which corresponds to the Excel extensible markup language this a flexible text format for creating structured documents and for data interchange so XML format is the most used format in the world because of it can be customizable based on the needs of the text authorities so that it is used globally for various data exchange models because of the high level of customization that is provided by the XML data structure in addition to XML the EDIFACT format is also used especially for EDI settings this EDIFACT format is widely used in Europe especially for business to business transactions. EDIFACT format is especially suitable for large scale data exchange because of its robust structure. We also have ZUGFeRD format is the hybrid format actually that combines a PDF file with an embedded XML data. It is compliant with the European Union legislation standardizations. It is especially popular in Germany and France currently the ZUGFeRD format is in use for business to government implementation in Germany. It is efficient because it has a PDF file together with an embedded XML data so that it is both machine readable and human readable because of this fact it is very prevalent in Germany. We also have EN 16931. This is the European standard for electronic invoicing it ensures interoperability between different systems. So the most of the European countries manage their systems, shape their system ing to this standard. So it is especially mandatory for B2G invoicing in most European countries. We also have XRechnung format. This is a German specification for electronic invoices. It is based on the European Union standards and also it is mandatory for federal B2G invoicing in Germany currently and this ZUGFeRD and XRechnung formats will also be used in business to business invoicing in Germany in the future implementation. We also have finally we have Peppol BIS structure. This a standard for electronic invoicing within Peppol Network based on the Universal Business Language (UBL) model so the Peppol BIS standard is also based on the European Union EN16931standard. So it is used across Europe, Austria and also Singapore for business to business and business to government invoicing implementations. This formats are critical because in Germany during the transition phase different formats can be implemented. So in order to this formats we give an brief explanation regarding each format. If we come to the e-invoicing models of course there are very different models that are currently in use in the world however in general we can categorize the e-invoicing models in three main categories. The first category is the Post-Audit Models. In Post-Audit Models invoices to be issued it allows invoices to be issued and received without prior validation by the text authority. So a prior validation is not required from the text authorities. However with audits conducted after the fact to ensure compliance and accuracy. So the audits are done reporting is done after the transactions are completed with between the supplier and the buyer. On the other hand we have the Continuous Transaction Control Models. These models are become more prevalent in the world. In these models the transaction data is reported to the tax authority in real time or near-real-time so that the compliance verification is done at the same time issuing the invoice. The CTC Models are also very prevalent in European applications and also in the world. Finally we have the Hybrid Models. The Hybrid models actually combines post audit and CTC models. They allows flexible invoicing processes where some transactions are subject to realtime controls while some others undergo-post- transaction audits. So it's a combination of post audit and CTC models. In this slide you can see the common e-invoicing models used in the world. These are namely Clearance Model, Centralized Model, Interoperability Model, or 4-Corner Model or Peppol Model. There are different names for these. Also we have Peppol CTC model and finally we have Real-Time Reporting model. Now let's go over these models briefly. First of all, we have the Clearance Model as you see in this slide. The invoices must be validated by the text authorities before being sent to the recipient. So the invoices are created by the supplier and submitted to the text authorities after verification of the text authorities then the invoices can be sent to the invoice to the buyer invoice recipient. In this system the real time validation process takes in place. In general, unique identifiers, the unique codes or QR codes can be embedded to the created and validated invoices. This model reduces need for retroactive audits. So the verification is done in real time. Mexico, Chile, Saudi Arabia and Israel are some examples for countries that implement this Clearance Model. Similar to Clearance Model we have a Centralized Model in this case we still have a tax authority for verification. In this model invoices are sent in real time to the national platform which validates and also forwards the invoices to the buyer after verification. So the supplier creates the invoice and submits to the tax authority. Tax authority checks the invoice. Once it is validated then it is forwarded to the buyer. So in this model centralized national platforms are used and real time processing and validation are taking place. For instance Italy, Romania and Poland are among the countries that are implementing centralized e-invoicing models. If you come to the Interoperability Model which is named as 4-corner model or Peppol model. In this model all information is sent in real time through the electronic invoice exchange providers known as access points. So we have two access points one for supplier, one for buyer. So once the invoice is created by the supplier it is submitted to the access point supplier access point and supplier access point forwards the invoice to the buyer access point and then buyer can reach the invoice over the buyer's access point. So this is named as the 4-corner Model. Peppol network is an example of this model for Coral model also the countries such as Belgium, Austria and Singapore are some examples that uses the Peppol network for their invoicing implementation. As Melasoft we are also a certified Peppol Access Point. So we can service provider for our clients for accessing the Peppol network or for getting the invoices from the Peppol network. As an extension of the Peppol model we also have Peppol CTC model. In this Peppol CTC model we also have the Tax Authority as a verification channel. Invoices are exchanged through the access points and also sent to the Tax Authority in real time. So once the invoice is created by the supplier and submitted to the access point. The access point forwards the invoice to the buyer's access point. On the other hand the service provider also forwards the invoice to the Tax Authority. So once the invoice is validated by the Tax Authority then the invoice becomes validated and the buyer can check the Tax Authority for this validation. The government platform serves as the fifth corner in this model. So this model is usually named as fifth five Corner model. It's a hybrid model that combines the elements of existing CTC models with Peppol infrastructure. For instance, France uses plans to use this Peppol CTC models in their invoicing implementation. Finally we have Real-Time Reporting model. In this realtime reporting model we also have the Tax Authority in the model in the architecture. In this case the invoices are reported to the Tax Authority in Real-Time but not validated or forwarded. So the Tax Authority the invoice are created by the supplier and they are sent to the buyer at the same time they are sent to the Tax Authority. So the reporting is done in real time. However Evalidation is not required in real time by the Tax Authority or it is not necessary for sending the invoice to the buyer. It is just for reporting purposes. So this is a real time reporting system. It is also used in some European countries such as Hungary and Spain currently uses this real time reporting model. Thank you Yavuz. Thank you. In this next part we're going to do e-invoicing in Germany. So we're going highlight the implementation timeline, the impacts on businesses in Germany and sort of some important decisions that you have to make. The first slide we're going to just look at briefly the status in Europe. As you can see on the table Italy, Turkey, Serbia and Albania are currently active. Romania currently rolling out this year. Also Germany, Spain, Croatia Denmark and Slovakia. So this is happening in the next two years. The process has already started this year and it will moving on to next year and yeah as you can see by the Melasoft solution status you can see certain projects are completed from our side and obviously the countries that are moving to e-invoicing in progress at Melasoft and completing or working with customers on these projects. So to Germany, obviously B2G e-invoicing is already mandatory. So Yavuz could you just explain to everyone what B2G e-invoicing is in Germany? Yes, Germany has already implemented B2G e-invoicing. It has become mandatory since 2020. In Germany, two primary access points are available for B2G invoicing. These platforms are ZRE and OZG-RE platforms. These are the government platforms for submitting the invoices that should that are to be sent to the public government authorities. Different channels are available for submission of the invoice to the government platforms. Manual data entry is possible. So the companies can manually enter the portal and create the invoice over the portal or email option is also available so the part so the companies can send emails together with the e-invoices to the government portal. Manual upload is also possible so the created documents can be uploaded to the portal. Also Peppol Network can be used for reaching to government platforms. In Germany these two platforms are also certified access points for Peppol Network. So once the sender the supplier is also a member of Peppol Network then over this network the invoices can be sent to the government authorities. In this system actually the European Union EN 16931 standard is used as the main standardization and two official formats are a available in the system which are the ZUGFeRD format and XRechung format. These two formats are compatible with this European Union standard as we told in the previous slides ZUGFeRD is a hybrid format which has two components an XML part and the PDF part on the other hand XRechnung is an XML e-invoicing system standard. So both of these standards can be used for submission of the e-invoices to the B2G platform. In Germany each state has autonomy to use the government platforms so in each state a different application can be in use. However the general structure is similar so the states has the autonomy for adopting alternative systems or implementing any system at all. In this slide a general flow for the B2G invoicing can be seen. First of all the issuance and validation process takes place if you are a company that are using an ERP solution the invoice data should be extracted from the ERP system and it should be transformed into the allowable format XRechnung or ZUGFeRD format and once the e-invoice is created then the e-invoices should be submitted to the government platform ZRE or OZG-RE platforms via manual upload email or Peppol Network so after sending option sending process the archiving the documents is required by the German legislation. So the invoices should be kept for 10 years ing to this legislation. And obviously that's B2G and obviously Germany in the next year are going to go to B2B so Yavuz like what sort of companies are going to be in Scope, what sort of model is going to be used, what are the sort of mechanisms behind that and what e-invoice formats are there available in Germany? Yes, Germany is the implementation in Germany is a bit different from the other European companies actually it is a more complicated model and we have a transition phase during this model. We will talk about the details. First of all which companies are in Scope ing to Economic Growth Act. that is approved in March 2024 e-invoicing will become mandatory for B2B companies that are German established businesses or fixed establishment or foreign companies. So this B2B mandate will cover the German established businesses and fixed establishments of foreign companies and domestic transactions will be in Scope of B2B invoicing mandate so the crossboarder transactions will not be in scope at least in the current implementation. If you come to the model as we discussed in the previous slides Post Audit models actually will be used in this model as you might remember businesses handle the creation, transmission, receipt, storage and reporting of invoices independently without the direct participation of tax authorities. In Germany tax authorities will not be directly involved in this process but they have they will check they will validate the companies by making some audits so they are not directly involved in the process in real time. If you come to the transmission mechanism different methods can be used for sending invoices to the recipients such as Peppol network, email or any other agreed method between the supplier and the buyer. There will be a transition phase so during this transition phase the companies will be able to align their systems ing to requirements of the business to business e-invoicing requirements. If you come to the formats various formats can be used in Germany especially the main formats the ZUGFeRD PDF with XML data layer and XRechnung pure XML formats or traditional EDI formats will be the main formats also Peppol. These formats will be the main formats that will be used in Germany. However as we will see in the next slides during the transition phase some other formats will be allowed but after 2028 these formats will be the main formats that will be used for business to business transition. In this slide you can see a basic workflow for B2B implementation in Germany. First of all the first stage is the issuance and internal validation of the invoice. The companies will extract the data from their ERP systems and then after extraction of the relevant data then this data will be transformed into one of the allowable formats. This allowable formats can be XRechnung, ZUGFeRD or any other format that is compatible with the EN16931 format. So this is the main requirement. Also EDI invoices will be valid for three years during the transition phase however after the transition phase the EDI format should also satisfy the European Union standardization. After this internal validation then the invoices will be prepared and sent to the invoice recipient. The sending will be can be done in different channels ing to agreed communication mechanism between the supplier and the buyer. The mail option email option can be used. Peppol Network can be used or any other mechanism can be used during the transition phase. However Peppol Network can be used as the main transmission channel because it allows a secure means of transition for sending and receiving site. It also satisfies the European Union standard format so however during the transition phase different transmission channels can be available. we will talk about this in the next slides. Also the archiving requirement is also valid for business to business transaction so the e-invoices should be kept for archive for 10 years. And you know what is the main thing that businesses need to know regarding timeline regarding, what are the Implement stages implementation stages Yavuz, what's important for them to know? Thanks Brad. Implementation will be done in stages in Germany starting from 1 of January 2025 actually all companies that are in scope must be able to receive e-invoices. So receiving e-invoices as long as the supplier sends the invoice in the e-invoice format then all companies should accept incoming invoices. So this is the main requirement that will start in the next year January 1st 2025. In this initial phase which formats are allowed. First of all paper formats will still be used together with European Union formats XRechung, ZUGFerd or Peppol these formats will also be acceptable and also some other formats such as XML, EDIFACT formats will also be acceptable during this initial transition phase. However the critical point is that if your supplier sends the invoice in European Union standards then you have to receive this invoice so the incoming invoices the XML invoices should be recognized by your system so should be adjust ing to European Union standardizations at the very beginning phases of this transition phase. In January 2027, this time B2B invoicing become mandatory for sending and receiving however we have a turnover condition here the companies that have annual turnover more than 800,000 Euro if your turnover rate is greater than this much then starting from 1st of January 2027 sending and receiving e-invoicing will become mandatory for the corresponding companies which formats will be allowed during this phase paper invoices will still be accepted under special conditions. We will talk about these conditions. Also European Union standards and the compatible standards XRechnung, ZugFeRD and Peppol standards will also be acceptable and some other formats such as XML, EDIFACT under some special conditions. We will also talk about the special conditions in the following slides. Finally in the third phase in January 1st 2028, all companies will be in scope. So the companies that have annual turnover less than 800k will be also in scope. Starting from this state the European Union standard will be the main format other formats will still be acceptable as long as they are compatible with this European Union standard format. So starting from this state actually the invoicing system will be completed and all invoices transmitted between the supplier and the buyer should satisfy EN 16931 standard. So they should be in XRechnung, ZugFeRD or PEPPOL standardizations or other standards that satisfy the standardization. So ing to this during the transition phase in the first transition phase which starts in 1 of January 2025 as we said all companies should adjust their systems for receiving the incoming invoices. So if your supplier sends an invoice in European Union standard it will be allowed to send starting from this state so the receiver should accept this. So as long as your supplier sends the invoice in the European Union Peppol or ZugFeRD any other supported format then the receiver must accept these incoming invoices so the receiver should adjust their systems for receiving these invoices starting from 1st of January 2025. On the other hand, paper invoices will still be allowed. Unstructured formats such as PDF or other EDI formats will still be allowed however in this case this content is required so if you are sending a unstructured document or EDI format you have to guess your receiver consent for sending in these formats. However for the first one for European Union standard this consent is not required you can send without any consent if you are producing the invoices ing to EN standards. And just go back one slide Yavuz. You know the main point to consider here is you know you must be able to receive the an electronic e-invoice. I know a lot of companies will still use paper or PDFs uh via email but because there's multiple options in Germany you don't want to be caught out by one of your customers for example sending you an invoice an XML invoice and you're not able to receive it technically you must be able to accept it so this point is really key for German businesses. Yes, you are right Bradley. This is the critical point because you will you should accept the incoming invoices if they are in standard European Union format so the system should be adjusted starting from this date for receiving this type of invoices. Yeah. Continue with the second phase in 2027, 1st of January 2027 starting from this date as you might remember we have a turnover condition if your company has a turnover rate greater than 800k then the invoices should be sent in European Union standard or a compatible format. So this will become a mandatory option so the invoices should be sent ing to the European Union standards atarting from this date for for large companies. Paper invoices will not be allowed, unstructured format will not be allowed, other EDI formats will be allowed but for this one the receiver content will be required. Also for smaller companies in 2028 27 they can send the invoices in electronic European Union standard or they can send paper unstructured format or other EDI formats however this time they have to get the receivers consent in 2027. If you come to the 1st of January 2028, this time all of the companies in Germany should are under the e-invoice mandate so all of the companies should adjust their systems for sending and receiving invoices in EN 16931 standard format so XRechnung ZugFeRD, Peppol be these are the standardized format so all of the companies should adjust their systems for sending and receiving the invoices in these main formats. Starting from this date paper invoices will not be allowed, unstructured formats for will not be allowed, other EDI formats that are not compatible with the European Union standards will not be allowed after this date. So this is the actually this is the main date in which the e-invoicing implementation become mandatory with all aspects of the system. And yeah Yavuz like how will this mandate from the German governments effect businesses this is also one of the key points you know businesses are going have to change you know what is the main impact on businesses in Germany? Yes, as we briefly introduced in the previous slides first of all the format will be changed so during the transition phase different formats will be able to use but in general the standard for the electronic invoices will be shift to EN 16931 standards XRechnung, Peppol BIS or ZUGFeRD so these formats will be the main formats that will be supported in Germany e invoicing system. On the other hand from the implementation deadline perspective starting from 1st of January 2025 as we said all companies must be ready to receive en and standard invoices this is also a critical impact on the businesses. So the businesses should configure their systems for receiving EN standard e-invoices. During the transition phase as we shown in the previous slides paper invoices will be phase out so issuing paper invoices will be prohibited after the transition period with key milestones in for larger companies January 2027 for smaller companies January 2028 so starting from these days paper invoices will not be able to use. During the transition period actually the companies may have some flexibility during the transition phase businesses can exchange invoices based on the agreements bilateral agreements with the supplier and the buyer so if they adhere to the general timelines they can use different formats during this transition period however if the supplier wants to send EN standard format then you have to accept these invoices even in the transition period. Finally we have the supplier autonomy the suppliers no longer need buyer consent to send e-invoices if they comply with the European Union standard so in this respect buyer consent is not searched so if your supplier sent in European Union standard format then you have to accept it ing to current mandate. In addition to these points there are some additional points that the companies should consider the system provides some flexibility because the long transition period requires systems and access points processes to be adaptable to handle various formats so the companies should have this flexibility. They have a flexible system that can accept different formats and that that can process these different format invoices. Also from the compliance requirement perspective EDI and point to point connections will still be permitted during the transition phase however during the end of the transition phase these formats should be compatible with the EN standardizations. From the email invoicing continuity invoices currently sent via email as PDF file so ZUGFeRD invoices has a PDF and XML files together. It is embedded XML fil is embedded in the PDF file so these ZUGFeRD format can be it is compliant with the EN standard so using the ZUGFeRD format the email invoicing can be used. Cross-border invoicing will not be affected by the current mandate because it is not in scope however if your company has this flexibility you will be able to send invoices to the Cross-border invoicing as well. For the B2G invoicing currently it is implemented in Germany so it will remain unchanged. Finally for text reporting while text reporting remains the same for now ing to our perspective the VIDA initiative will address it around 2030. So starting from these days probably the VIDA initiative will also be implemented in Germany for text reporting however in during the transition phase the text reporting will remain the same. There will be no change for text reporting during the transition. Thank you Yavuz. The next few slides we've got around 10 to 12 slides remaining so if you have any questions please get them in now. In this section we're going to discuss our own solutions what alternatives we offer as a company, our sort of implementation structure that we do at Melasoft and then we're going to go into detail regarding our solution specifically for Germany. So Yavuz what alternatives do we have at Melasoft ? In general as Melasoft, we have three alternatives. We implemented each of these alternative in different countries for different companies. Our main solution is an SAP Add-on solution so it is compatible with sap ERP system. It is an add-on for SAP system. In addition to this solution we have a Melasoft platform solution. This platform solution can compatible with all ERP systems. Also we have a centralized e-compliance solution. Especially this solution can be implemented for companies multinational companies that have operations in different countries so using this centralized e-compliance solution the companies can satisfy the requirements for invoicing in different companies at this in different countries at the same time. So the centralized solution can be used as a main solution as a single solution for submission of invoicing to different countries Tax Authorities and recipients. So in this part, I will briefly explain our solution alternatives for SAP Add-on solution, for portal solution, platform solution and also I will introduce our Peppol solution as well. First let's start with the SAP Add-on solution. As I said SAP Add-on solution works inside the SAP environment once the invoices are created in the SAP system the relevant information is excreted from the relevant SAP modules and tables and the XML file or the e-document is created within the SAP environment. So after creation of the invoice it will automatically be created once the invoices are created in the SAP system in SD, FI or MM modules and the user can see the created e-invoices over the Melasoft outbound cockpit. So all of the information monitoring, reporting and all processes can be monitored over the Melasoft outbound cockpit. Also our Melasoft SAP Add-on solution has the archiving option as well so if required the created and incoming invoices can be archived in SAP servers or some other servers on different platforms. Once the invoices are created in the SAP system then the invoices can be sent to the text authorities or the recipients using our integration module. For integration we have different options if you are for instance for SAP system if you are using a CPI,PI/PO system for integration SAP integration suite then we can communicate over this suit with the government authorities. We can use public administration Hub. We can communicate over the integrated platforms because in some countries these integrated companies are used for sending and receiving invoices. Also we can communicate over the value added network such as FTPS, HTTPS or Web Services can also be used. Also as Melasoft we are a Peppol Access Point so the created invoices can be shared with the e-invoice recipient over the Peppol network as well or as in Germany in current implementation email option can also be used for submission of the invoices to the tax authorities or recipients. In our solution if the tax authority is in the system is a component in the system upon validation you can track the statute of the e-invoices directly in the SAP environment. So all of the process can be managed by Melasoft SAP Add-on solution. You can see the statute of the invoice whether it is validated or not whether it is accepted or rejected by the recipient. All of this status information is available in our cockpit. So whole process can be managed by using the SAP Add-on for the ERP. And also Yavuz for example in Germany the tax authority it's decentralized in Germany so it wouldn't necessarily go to the tax authority it would come to a KoSIT Peppol Service Provider and then the invoices then sent to the recipient. That is correct isn't it? Yeah yes, you are correct Bradley. For the AP site account payable workflow this time we are in the recipient side so the incoming invoices can be received by the tax authorities or by the sellers, by the supplier, by using the communication chanel agreed by the seller. So in this case if the tax authority is in use in the architecture then we have some periodic jobs that continues to check the government portal whether or not some new invoice are available. If they are available then they are pulled to the Melasoft incoming cockpit. If they are sent directly from the seller using the email option or Peppol network or any other network then we also get these invoices to the Melasoft SAP Add-on. directly in the cockpit. Also in the cockpit the user can see the invoices in different formats. For instance, you can see the XML format you can see the PDF version of the invoice so the human readable format is available in our solution. For the incoming side if required we also have the automatic booking option so the incoming invoices can be directly submitted to the SAP system by using our semi-automatic posting option. So the relevant information is extracted from the XML file and then this information will become available for the invoice booking screens in SAP. Additionally, if the recipient company uses some invoice management solutions such as Vendor invoice management solution, DMS document management system solution or any other third party application. Also our solution is able to forward the incoming invoices to these solutions in the required format. For instance, the invoices can be sent to these solutions in XML format in PDF format or any other agreed format. So this is also within the capabilities of our SAP Add-on solution. In addition to our SAP solution, we also have a Melasoft platform solution. This platform solution actually the process is very similar but the only difference is the invoices are created in our web based Melasoft portal solutions. So we extract the relevant information from the ERP system the data file is extracted in different formats including EDI format and also once the data file is extracted from the ERP system then the XML ing to XML mapping the standard e-documents will be created over the Melasoft portal and then similar to SAP case they will be submitted to the tax authorities or they will be sent to recipients by using our integration module. So in this case all of the process can be managed over the Melasoft platform so you can see the status of the invoices in the government platform or whether they are accepted or rejected by the recipient all this information will become available over the cockpit users. For the incoming site it is again similar the incoming invoices will be pulled from the government portal or they will be taken from the seller over the Peppol network or email option or the agreed platform and once these information is accepted then they will become available in the inbound cockpit in the Melasoft platform. Also the incoming document will also be submitted to the ERP system in the data file format agreed so the process will be ended for the AP workflow. We also have Peppol Network integration module as we said Melasoft is an Peppol certified access point so once your receiver is also a Peppol access point get Peppol ID then we can send the e-invoices to your invoice CP receiver over the Peppol network in this case the created invoices are submitted to the Melasoft access point and the documents are created ing to Peppol BIS standard or XRechnung and then they will be sent to the receiver access point over the Peppol Network. So for getting this information the central registry for the addressing is used. So the receivers should be registered to the Peppol network they should have a Peppol ID in order to be able to get invoices over the Peppol network. So if your supplier is sending you e-invoices over the Peppol network then the receiver should have the Peppol ID and registered in the Peppol system to be able to get invoices over the Peppol network. This is the critical point for Germany because Peppol network will be the one of the main transmission channel that will be used for e-invoice transmission in Germany. Finally we have the centralized e-compliance solution. Actually it is the platform solution so depending on the company code the corresponding cockpit will be available for the end user so the invoices will be created ing to standardizations of the corresponding country. So if the country is located in Germany then the invoices will be created ing to Germany e-invoice mandate. If it is in Romania then the invoices will be created ing to Romanian invoicing UBL standard. So once the invoices are created in the Melasoft platform then will be submitted to the corresponding tax authority directly from our platform and also invoice recipient. So using a single platform especially the multinational companies that have operations in different countries will be able to use a single solution for submitting and receiving invoices to their recipients and the tax authorities. So obviously all of these architectures they're all different every company or every country would have different yeah architectures it depends on the country to be honest. They have to meet certain standards but yeah Germany has taking a bit of a different approach but like you know what is Melasoft's implementation you know what are the steps that we normally take when implementing an e-invoice project. Of course implementation as Bradley introduced depends on the country significantly because in each country a different invoicing model is used different invoicing formats can also be used employed in different countries, however the general implementation stages is more or less similar in general first at first we have the project planning stage during this stage we define the project scope and objectives together with our clients we develop project timeline and some milestone activities especially for in determining these milestone activities we consider the mandatory dates so without before this states the invoicing solution should be ready to satisfies the mandate requirements. Also during this project planning phase the project teams are formed the roles are determined and assigned and at the end of this phase we conduct a kickoff meeting for aligning all stakeholders for discussing the project plan and other details related with project management. After the project planning stage, after the project kickoff we start the functional and technical analysis session in this stage we define functional and non-functional requirements of our of the businesses. Because each company may have different operations different invoice types and different processes regarding invoicing process. So our solution actually is ready for each country that are implementing e-invoicing system however it should be customized for specific company requirements. So for this customization we conduct this functional and technical analysis and as a result of this session we determine all requirements all functional and technical requirements of the companies in which we are going to implement our e-invoicing solution. Once this stage is completed then we start development and customizations. Our solution is customized based on the requirements of the companies invoice types and other specific issues during this phase after the developments and customizations are completed then we perform Melasoft team perform unit testing and debugging in order to test the solution. Once the solution is ready then we go to next session which is training and testing stage. Before testing to be started we provide necessary trainings. We provide training materials together with the training schedules and then after the training sessions are conducted we require user acceptance tests to be conducted under different scenarios the user conduct the user acceptance tests. Once all of the test issues are resolved and closed then the system is ready for deployment stage. During the deployment stage we develop a deployment plan and the checklist we perform the pre- testing pre-deployment testing to ensure system readiness and also after completing all deployment activities then the system will be ready for goal live session. During the go live session we have an hypercare period so during this period the occurring problems or face problems are solved immediately and we our support team works in close coordination with the end users to solve the problems in real time. Finally after the go live session we have the post go live period. During this period actually we have a support system so this support system is us for the problems faced so once the user faces a problem then they open a support ticket in Melasoft support system and ing to the service level agreement these support issues are handled and solved by Melasoft team. In addition to support we also have a post go live maintenance support as well during this phase our compliance team Melasoft compliance team continues to monitor the changes in the government systems we monitor the updates in that are published in the tax authorities so whenever a change occurs in the system we update our solution ing to this change and also we inform our users, our clients in this country about these changes if some updates should be done in our solution after approval by our client then we make the necessary changes in our solution in the client system as well. So these updates are also in our maintenance and support agreement. In general implementation stage we cannot specify a certain time for this stage however in general it takes four to eight weeks depending on the implementation excluding the waiting times and other bureaucratic issues it takes to four to six weeks but as I said it depends on the specific needs of the companies implementation requirements of the governments so the project plan may change ing to the implementation and company specific issues. And the this is the final four slides and then we move on to questions so if you do have questions get them in now and we can answer them at the end the last four slides are going to be our solutions specifically for Germany so yeah please feel free to ask questions and we're nearly at the end thank you. Yes in this part we will talk about Melasoft e-invoice solution specifically for Germany. Actually Melasoft offers a fully compliant invoice solution for inbound and outbound flows in Germany for B2G and B2B mandates. So for B2G invoicing Melasoft solution connects to the ZRE and OZG-RE platforms via the Peppol network for delivering invoices on behalf of our customers and receiving the invoices as well but for B2G for sending purposes so the government platforms are also Peppol members so is the Peppol access point so the invoices can be submitted to the government authorities over the Peppol network. For the B2B invoicing on the other hand our solution offers different e-invoice capabilities including the EDI formats as well as formats ing to the European Union standards such as ZUGFeRD, XRechnung and Peppol BIS standards. So our solution is compatible with the standards and the invoices can be created in each of these formats that are acceptable in Germany. For accounts receivable part we receive the invoice data from the senders in the format in the agreed format and this format is converted to the data converted into e-document format we produce EN compliant formats as I said ZUGFeRD, XRechnung and Peppol. These formats and then we deliver invoice to the recipients using the interoperability network, Peppol network or other methods such as email option. So our solution is also capable for different transmission channels as well. Finally if required we have the archiving option as well so the incoming or outgoing invoices can be archived in Melasoft servers that are located in Germany or on the servers of the client for instance if SAP system is use then the invoices can be archived on SAP servers or any other servers of the clients that are on cloud. For the account payable side in this case we are in the recipient side so we receive the invoices data from the senders via interoperability network, Peppol network, email or other methods. So once an invoice comes to the over Peppol Network for instance we get this invoice and we submit this invoice to the receiver system or if it comes through through the email option then we got the email and we get the e-documents from this email and also we convert this document to data file and sent to the customer ERP system. For incoming site as I said we also have the archiving option for the incoming site as well. To sum up what are the main benefits of Melasoft solution can be used as a single solution for sending and receiving invoices in different countries. So if you are a multinational company a single solution can be used for sending and receiving invoices in different countries. The invoices can be created ing the specifications of different countries in Melasoft solution. Our solution as I said support all alternative formats so the invoices can be created in XRechnung, ZUGFeRD format, Peppol BIS format UBL format or other European Union standardized formats can also be created in Melasoft solution. In our solution we do not modify existing processes of the client so we mapping ing to the client system so we do not modify existing processes we have the Peppol network connectivity option so you can not only send invoices within the country by using the Peppol network you can also send invoices to the other companies in other countries as well. So Peppol network will become much more efficient probably in European Union countries in the future. Finally we have a support and maintenance system so ing to this support and maintenance agreement we continuous to monitor the changes legislation changes and also the updates in the government system once a new update is done on the system we update our solution ingly so our Melasoft solution will also compatible with the latest updates of the government and also we update our customers about the updates if accepted and approved then we update our solution in the client system as well. Thanks Yavuz, thanks Yavuz so yeah we'll just wait a few seconds for more questions to come in we already have a few already so I'll just wait a few more moments for other people to get their questions in. Okay we've got a few I'll start with this one. Do you use OCR technology in your SAP integration suite during the phase until 2028 we will receive PDF files also can I use your program instead of SAP vendor invoice management by open text? The answer to that is yes we do offer our own OCR technology however a lot of companies use vendor invoice management as well. So actually our SAP Add-on our solutions actually integrate with vendor invoice management. So we can actually park the invoices in Vendor invoice management. Do you want to add anything more to that Yavuz? Yes let me add a few points first of if the incoming invoices are in PDF format. We can part the PDF document by using OCR tools and we extract relevant information that should be booked in the SAP environment. So this is possible in our solution. Additionally if it's an XML document so it is in the XML format then we extract the relevant information from the XML document and we have a automatic booking capability in our solution so the incoming invoices can be automatically booked to the SAP system the relevant information will be accepted from the XML document. There may be some missing information such as purchase order numbers so this number can be updated manually. Also we have this capability in our solution. So using our solution automatic booking solution the incoming invoices can be booked in the SAP system as well. Thanks Yavuz and there was also a second point of this question. Does Melasoft offer support in the German language in which SLA levels? I'm not sure what the last part means but because obviously we do projects in Romania, Poland, Serbia, Denmark yeah multiple countries yeah we are matching the language if the customer is predominantly speaking their own native language then of course we offer the support as well. Another question. How does the hybrid model for example ZUGFeRD benefit businesses in Germany? Yes during the presentation actually we discussed about this topic. ZUGFeRD is a hybrid format that has two main components and PDF file together with an embedded XML file. So this is very advantageous for Germany implementation because PDF is a human readable format and XML is a machine readable format so once the invoice is sent in ZUGFeRD format the receiver site can read the pdf version and uh also they can get the XML version for submitting the invoice to their system because it is machine readable so as it satisfies both options it is efficient and probably it will be used most of by most of the companies in Germany especially during the transition phase because of its Effectiveness. Okay thanks Yavuz. We got another question. What challenges might businesses face when implementing e-invoicing systems? Yeah, how can businesses overcome these problems? Yes, as we discussed in the e-invoicing in Germany part and also the in the solutions part. The main obstacle for the companies in Germany different formats are allowed during the transition phase. So if the supplier sends an invoice in compliant format then the receiver should accept this so if it is a ZUGFeRD format you have to receive this invoice and you have to get the relevant information from this file or if it is in XRechnung format you have to read this file and you have to make the booking in your system. So on the recipient side the companies should adjust their system for receiving different formats because EM formats will become mandatory starting from 2025 once your supplier sends the invoice in this format you have to get this invoices and you have to process these invoices. So this is one of the main obstacle in Germany. Also there is a transition phase in Germany so during this transition phase the companies has some time for preparation of their system for sending invoices. So during this transition phase the companies should adjust their systems for sending for creating XML documents or XRechnung or Peppol BIS or ZUGFeRD formats. So they have to adjust their systems during this transition phase for sending the invoices in these different formats. This is all another restriction requirement from the companies in Germany. Okay thanks Yavuz. Okay, multiple questions I'm going to take three more and then we'll wrap up okay How does the German e-invoicing mandate align with the European Union e-invoicing regulations? Actually e-invoicing regulation is at the core of the Germany e-invoicing system. Because all of the main standards all of the main format to be used should be compatible with the European Union directive and European Union standard. So it is at the core of the e-invoicing regulation in Germany. ZUGFeRD format is an EN compatible format XRechnung format is an EN compatible format, Peppol format is an EN compatible format so the main format to be used for invoicing should be compatible with the EN standardization. So EN, European Union regulation is the main actually is the main regulation that is used for shaping the details for the invoicing system in Germany. Thanks Yavuz. This one's and also an important question I would say. What role does Peppol play in German e-invoicing? Yes as we discussed in the e-invoicing model in Germany post audit model will be implemented. In this model, the government authorities are not in architecture they do not directly invoice verification and validation process so the infrastructure is not provided by the government for this reason the companies should use different infrastructure, different transmission channels for sending and receiving invoices and in this respect Peppol is the main architecture that provides secure and standardized invoice exchange and transmission mechanism. So in this respect Peppol will play a significant role in Germany because it supports the required formats that are used in Germany Peppol BIS format, XRechnung formats. These are supported by Peppol system so as they support the main requirements of the German legislation Peppol system will be used by a main transmission channel for e-invoicing. Additionally, Peppol system also compatible with the B2G invoicing in Germany because the government platforms has access points Peppol access points so in this respect it is also compatible with B2G invoicing because of these two main reasons Peppol infrastructure will be probably the main architecture that will be used for invoice exchange in Germany. Okay, final question Yavuz thank you. Is there any exemptions or considerations for small sms, small medium sized enterprises under e-invoicing mandate by Germany? Actually as we discussed in the transition phase, there will be a phase transition in Germany ing to company size the obligations will start especially for sending part for the outbound transactions. It will be start for smaller companies starting in 2028. So until this they will be able to use the PDF documents or some other EDI versions this as long as they are agreed with their suppliers and buyers. So in this respect small companies can have can still have time for adjusting their outcomes side however for the incoming side if their supplier submits the invoices in the compatible format EN standardized formats they have to receive these invoices so in this respect they have to adjust their incoming side for these for reading the incoming documents in different XML formats so this is the main constraint for the small company so they have to make systems ready for the incoming side starting from 2025 however for outgoing side they can adjust they have still time for creating documents ing to the European Union standards. Thank you Yavuz and yeah if we've missed some questions we'll get back to you or if you want to email us directly you can find our emails at the back the bottom of this slide. I also just want to discuss one more slide for companies that are not end users. Melasoft we are offering a partnership model because we understand in Germany that not everyone can be a Peppol Access Point and you will need to pass through a service provider so we're open to Partnerships with other consulting companies or accounting software companies that want to send XRechnung or e-invoices and they need a Peppol service provider Melasoft can be the access point for your projects and we can work together in meeting the mandate by the German government. Obviously this is a personal discussion but if anyone wants to reach out to me to discuss this in more detail my email is at the bottom bradley.birch@melasoft.com and I'm open to any sort of conversation about this once again thanks a lot from myself and and Yavuz for everyone lasting this long I know that we went over so yeah thanks a lot. Have a nice day and yeah if you need any questions just ask me thank you.
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