ZUGFeRD & E-Invoice
Digital invoice processing in FileMaker – simple, standards-compliant and future-proof
ZUGFeRD & E-Invoice
in FileMaker
– Create and manage structured invoice data effortlessly
Leverage the benefits of digital invoice processing with our ZUGFeRD add-on for FileMaker
Easy integration into existing FileMaker solutions
ZUGFeRD Components
The 6 Main Areas of Invoice Processing
Structured data management for standards-compliant e-invoices
1) Invoice (Header / Document Level)
General invoice data: number, date, currency, totals, payment terms, free text fields and global references with standardized date values (YYYY-MM-DD) and ISO currency codes.
2) Seller (Seller / Supplier)
Company data of the invoice issuer: name, legal form, address, VAT ID, tax number, contact channels and bank details with ISO country codes.
3) Buyer (Buyer / Customer)
Customer data mapping: name, address, contact person, email, customer number as well as separate billing and delivery addresses.
4) Delivery / Performance
Service period, delivery date, delivery address, delivery reference (delivery note number, IncoTerms) and project/contract IDs with standardized date specifications.
5) Payment / Bank
Payment information: terms (14 days net, discount), bank details (IBAN, BIC), payment method and reference.
6) Items / Line Items
Line items: article description, SKU, quantity, unit (UN/ECE code), unit price, VAT rate, tax category and order reference.
Normalization & Quality Assurance
Automatic Data Processing
Stable mappings with integrated helpers and validation
1
Automatic Conversion
- Numbers automatically converted from comma to decimal point
- Date values standardized to YYYY-MM-DD format
- Units limited to uppercase and UN/ECE codes
- Empty values properly transferred instead of placeholders
- Text trimmed and quotes properly escaped
2
Integrated Validation
- Check ZUGFeRD mandatory fields per area
- Profile-dependent validation (Basic, Comfort, Extended)
- Show missing mappings immediately
- Prevent erroneous exports before generation
- Immediate feedback on deviations
3
Preview & Test Run
- Preview of resulting data structure
- JSON/CSV export for verification
- Log of layouts used
- Deviations immediately recognizable
- Test before ZUGFeRD file generation
4
Versioned Mappings
- Mappings stored versioned per file/tenant
- Export/import between systems
- Duplicate mappings for similar customers
- Switch between alternative layouts
- Multi-tenant capability integrated
Frequently Asked Questions
ZUGFeRD & E-Invoice FAQ
No, you use your existing layouts and fields. The ZUGFeRD add-on only handles the mapping between your fields and the ZUGFeRD standards. Your data structure remains unchanged.
The VAT rate is entered in the item mapping for each position. Global tax blocks are automatically aggregated from the positions and specified at invoice level. You only need to maintain tax information once per position.
The integrated validation shows missing mappings immediately. You can adjust the mapping or – where permitted by the ZUGFeRD profile – leave an optional field empty. Erroneous exports are prevented before a ZUGFeRD file is generated.
Yes, all ZUGFeRD keys are displayed with German and English labels as well as tooltips. You can customize the labeling according to your wishes and use the add-on multilingually.
Yes, the add-on supports all ZUGFeRD profiles (Basic, Comfort, Extended). The validation automatically adapts to the selected profile and checks the corresponding mandatory and optional fields.
Yes, mappings are stored versioned per file/tenant. You can export/import configurations between systems, duplicate them for similar customers, or switch between alternative layouts.
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