Introducing: The E-invoicing Checklist [part 1]

The E-invoicing Checklist? We can almost hear you thinking: “What might that be?” Well, the E-invoicing Checklist is a self-assessment. It helps organisations like yours to get a clear view what to look after when sending and receiving (e-)invoices. We’ll give you a weekly inside view from now on.

Why should I follow this series?

The E-invoicing Checklist allows you to avoid pitfalls and offers dozens of practical tips for e-invoicing in everyday use. Moreover, the E-invoicing Checklist explains all topics briefly and clearly, so you can easily prepare yourself for e-billing, or – if you have already started with e-invoicing – to do a check-up.

What topics are addressed in the E-invoicing Checklist?

The E-invoicing Checklist consists of 15 topics related to electronic invoicing, also known as e-invoicing, ebilling and electronic billing. The E-invoicing Checklist consists of both fiscal topics, as well as hints and tips on communication, payments, adoption tactics and much more. That’s why this E-invoicing Checklist has a much broader and practical than just a fiscal scope. Let’s go through the different subject:

• Introducing: The E-invoicing Checklist [part 1]
• The E-invoicing Checklist: Manual [part 2]
• The E-invoicing Checklist: Current EU e-invoicing basics [part 3]
• The E-invoicing Checklist: The new EU E-invoicing Directive [part 4]
• The E-invoicing Checklist: content – tax requirements [part 5]
• The E-invoicing Checklist: content of the simple invoice [part 6]
• The E-invoicing Checklist: content clarity and comprehensibility [part 7]
• The E-invoicing Checklist: content payment instructions [part 8]
• The E-invoicing Checklist: create your invoice [part 9]
• The E-invoicing Checklist: It’s issuing time! [part 10]
• The E-invoicing Checklist: receiving invoices [part 11]
• The E-invoicing Checklist: verify your data [part 12]
• The E-invoicing Checklist: manage your master data [part 13]
• The E-invoicing Checklist: let’s archive [part 14]
• The E-invoicing Checklist: ensure controllability [part 15]
• The E-invoicing Checklist: adoption tactics [part 16]
• The E-invoicing Checklist: acquisition fraud [part 17]
• The E-invoicing Checklist: more information [part 18]

Do you have any further questions?

We can imagine that you still have questions in mind which you would like to see answered. Luckily, we have created a FAQ-page where you can turn to to get the answers to these questions. Some of the questions answered:

• Who is responsible for the E-invoicing Checklist?
• What is the target group of the E-invoicing Checklist?
• What happens to my e-mail address/data?
• What sources were used to create the E-invoicing Checklist?

So, from now on we’ll post the separate subjects of the E-invoicing Checklist on the EEI Platform on a weekly basis. Can wait any longer? Just click here to download the full E-invoicing Checklist (for free!)

Disclaimer

We created this E-invoicing Checklist with the best of our knowledge and the best of our intentions. However we are not fiscal experts. So for detailed fiscal support on e-invoicing:

• Visit the much respected E-invoicing Compliance Matrix.
• Ask your financial software provider/vendor.
• Make an appointment with your fiscal consultant/accountant.
• Get in contact with a Billing Service Provider.

Also, we created this E-invoicing Checklist with -the future- EU E-invoicing (VAT) legislation in mind: equal treatment of both paper and e-invoices and of course harmonisation of e-invoicing legislation in all EU Member States on 1 January 2013. Furthermore, you will notice that we use words that contain ‘…bill…’ and ‘…invoice…’. When we refer to consumers, we refer to: bills, billing, e-billing, and so on. When we speak of business transactions, we use the phrases invoice, invoicing, e-invoicing, and so on.