Import and Export Transactions in XRechnung 3.0.1 Format
XRechnung 3.0.1 is a standard for e-invoicing in Germany. It specifies a digital format for converting transactions into XML files.
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Import Transactions in XRechnung 3.0.1 Format
You can import bills and vendor credits as XML file in XRechnung 3.0.1 format in Zoho Books. Here’s how:
- Go to Bills or Vendor Credits under Purchases on the left sidebar.
- Click the More icon at the top.
- Select Import Bills or Import Vendor Credits.
- Click XRechnung 3.0.1 from the dropdown.
- Upload the bill that you want to import as an XML file.
- Click Upload XML in the top-right corner.
The uploaded file will be imported. You can access it from the Bills or Vendor Credits module.
Export Transactions in XRechnung 3.0.1 Format
You can export invoices and credit notes as an XML file in XRechnung 3.0.1 format in Zoho Books. Here’s how:
- Go to Invoices or Credit Notes under Sales on the left sidebar.
- Select the transaction that you want to export.
- Click Export/Print and select XRechnung 3.0.1 from the dropdown.
The transaction will be exported as an XML file to your organisation.
Upload Files in the XRechnung Format
You can upload invoices or credit notes received from your vendor in the XRechnung format in the Documents module. Here’s how:
Note: You can only convert the uploaded invoice into a bill or the credit note into a vendor credit. An error will occur if you try to convert an invoice or credit note to anything other than a bill or vendor credit. This limitation applies to invoices and credit notes in the XRechnung format.
- Go to Documents on the left sidebar and click Upload File.
- Upload your file.
The uploaded file will be available in the Documents section of your Zoho Books organisation.
Note: Your customers, vendors, and accountants can email credit notes or invoices in the XRechnung format to your inbox in the Documents module using the unique email address you’ve configured.
