Quick Start

This page gets you to your first valid electronic invoice in just a few minutes. You will find all settings in the admin area under Stores → Configuration → Sales → E-Invoicing. The details of each setting are described in the Configuration section.

1. Check the store information

A large part of the seller data is taken from the general store information. First enter it completely under Stores → Configuration → General → Store Information:

• Company name, street, postcode, city, country
• VAT ID (BT-31)

Without a complete address and VAT ID, no EN 16931-compliant invoice can be generated.

2. Choose a profile

Choose the appropriate profile under E-Invoicing → General → Profile. The default is EN 16931 (COMFORT) – the right choice for most B2B invoices. For invoices to the German public sector, choose an XRechnung profile. See the background under Formats & Profiles.

3. Add seller data

Under E-Invoicing → Seller, add the e-invoicing-specific fields that do not come from the store information – at least the Seller Name (BT-27). For bank transfers, enter the IBAN (BT-84) and BIC (BT-85). See details under Seller.

4. Set the payment terms

Under E-Invoicing → Payment Information, enter default payment terms (BT-20) and a default payment means code (BT-81). Optionally, you can assign individual values to specific Magento payment methods. See details under Payment Information.

5. Generate your first invoice

Create an invoice for an order in Magento as usual. Afterwards, depending on the configuration, the XML download, the hybrid ZUGFeRD PDF and the email dispatch are available to you – see Usage.

Alternatively, generate the XML via CLI:

bin/magento geissweb:einvoice:generate-xml --invoice-id=123

By default, the file is stored under var/export/e-invoices/invoice_000000123.xml.

6. Check the result

Validate the result against the XSD schema and reconcile the amounts:

bin/magento geissweb:einvoice:validate-xml var/export/e-invoices/invoice_000000123.xml
bin/magento geissweb:einvoice:verify-amounts --invoice-id=000000123

The XSD check ensures structural validity; you should additionally check the full EN 16931 business rules with an external validation service – see Validation.