Send and download an invoice

Send an issued invoice by e-mail, mark it as sent or download it, as XRechnung or ZUGFeRD.

Send by e-mail

With App Plus and App Europe, Fakturnaut sends the invoice for you:

1. Open the invoice under Invoices.
2. Choose Send and then By e-mail.
3. Check the address under To.
4. Choose Send now.

The e-mail contains the invoice file in the chosen format: the ZUGFeRD PDF or the XRechnung XML. It is sent by Fakturnaut on behalf of your company; your customers' replies go to your contact address. You set the e-mail text under Settings in Sending by e-mail. Whether the e-mail was delivered is shown in the invoice's Delivery panel.

Sent yourself

If you sent the invoice yourself, by post, from your own mailbox or through a customer portal:

1. Choose Send and then Already sent myself.
2. Choose the channel and the date.
3. Choose Mark as sent.

Download

On the invoice's page, Download downloads the file. With App Free the browser downloads the file when the invoice is issued; Fakturnaut does not keep it. Save the file again saves it once more right after.

XRechnung or ZUGFeRD

• ZUGFeRD is a PDF file with embedded XML data. People read the PDF, software reads the data. For most businesses ZUGFeRD is the right choice.
• XRechnung is a pure XML file. Public authorities require it, often with a Leitweg-ID as the buyer reference.

You choose the format in the editor under Format. A default for new invoices is set under Settings in Format of new invoices. Explained in detail in the guide XRechnung or ZUGFeRD.