01
Sketch the workflow first
Map outgoing invoices, incoming invoices, approvals, archive and handoffs on one page.
E-invoicing workflow
E-invoicing workflow checklist: do more than create XML
The checklist structures the practical review areas: scope, formats, master data, creation, receiving, validation, archiving and handoff to accounting or tax advisory processes.
From checklist to implementation
E-Invoicing Check
The diagnostic page for workflow, formats, validation and handoff.
Open page →
E-invoicing automation
The commercial starting point when the checklist should become a repeatable process.
Open page →
Project billing and e-invoicing
For service companies that need to connect timesheets, service evidence and invoices.
Open page →
The compact workflow checklist
Use the list for a first internal review. Critical invoice types or international contexts still need specific professional review.
| Area | Question | Good evidence |
|---|---|---|
| Scope | Which outgoing and incoming invoices are affected? | List by customer group, country, invoice type and exception. |
| Format decision | When are XRechnung, ZUGFeRD, Peppol or special formats relevant? | Decision rule by recipient and workflow. |
| Master data | Are customer, tax logic, service period, references and payment data complete? | Mandatory-field matrix and ownership. |
| Creation | Is the e-invoice created from structured data rather than risky after-the-fact conversion? | Source system, mapping, test file and validation. |
| Receiving | Can incoming XML or hybrid invoices be rendered and assigned? | Receiving channel, visualisation, duplicate logic and status. |
| Validation | Who checks syntax, mandatory fields, business rules and business plausibility? | Validation log and approval process. |
| Archiving | Are original file, visual copy, attachments and review status retained traceably? | Archive rule with version, access and retention path. |
| Handoff | How do invoice, documents, status and commentary reach accounting? | Month-end package with clear ownership. |
Accessible description and data
The infographic shows a compact preview of the workflow checklist with eight review domains, status logic, priorities and evidence for the internal review.
How to use the checklist well
02
Add format decisions second
XRechnung, ZUGFeRD, Peppol or national formats are decided by recipient and invoice type.
03
Prioritise gaps
Not every gap blocks the start. Critical gaps are mandatory fields, validation, ownership and traceability.
04
Keep the pilot small
Start with a few recurring invoice types before automating every exception.
E-invoicing Workflow Checklist
English PDF checklist for international finance teams working through German e-invoicing requirements.
- 8 pages
- A4
- English