E-invoice category

E-invoice category

The e-invoice category translates the internal tax case into a standardized value that electronic invoice formats clearly understand. One of the standard tax categories must be assigned to the tax code, otherwise the creation of e-invoices with this tax code is not possible.

Why this point is crucial for key users

When an e-invoice is sent, systems read along. The category ensures that the recipient does not have to guess whether a transaction is taxable, tax-free or treated differently.

Fields and settings at a glance

• ID: Standardized e-invoice tax category identifier.
• E-invoice category: Readable name of the category.

How to prepare for the process safely

1. Determine the required categories from the e-invoicing standard used.
2. Create an ID and a understandable name.
3. Assign the category to the appropriate tax codes.
4. Generate and validate a test e-invoice.

Check before sharing

• ID and meaning correspond to the standard used.
• Every tax code relevant for e-invoices is assigned.
• The structured file passes the professional and technical examination.

What your team gets out of it

Your control logic becomes clearly understandable across company and system boundaries.

Related topics

1. For key users – understand and prepare processes › Finance › Define tax groups › Tax keys
2. For key users – understand and prepare processes › Finance › Check data

Frequently asked questions