Preparation

Please contact our Midoco Helpdesk as a first step to have the necessary system settings activated for electronic invoice generation.

E-Invoice Configuration in the CRM

Once activated, you will find additional input fields under CRM > Customer Settings > E-Invoice to configure electronic invoicing.

Select Transmission Method

Choose how your customer wishes to receive electronic invoices. The following options are available:

• E-Mail

• Various public authority portals (B2G – Business to Government / DE)

Based on the selected transmission method, the system will automatically suggest compatible invoice formats:

• Peppol

• XRechnung (CII)

• XRechnung (UBL)

• ZUGFeRD (Factur-X)

Then, enter the target address to which the electronic invoice (XML or ZUGFeRD/Factur-X) should be sent.

Special Fields & Mandatory Information

Routing ID

• Only required when invoicing public authorities in Germany

• For other recipients, an internal value can be entered.

• You may define whether this field should be treated as mandatory.

Embed PDF in XML Invoice

With the option 'Embed PDF in XML', a PDF document can be generated and embedded alongside the XML invoice. This PDF may contain additional information that cannot be represented in XML, such as:

• Flight routes

• Travel dates

• Passenger details

• Structured additional data

Recipients with an ERP system or invoice viewer that supports embedded attachments can open this PDF directly in the viewer. 

Supplier No

A supplier number can optionally be entered. You may also define this field as mandatory.

Purchase Order Number

If your customer requires a purchase order number for every invoice, activate the 'Order No. required' option.
If any mandatory field is missing, the invoice cannot be generated.

Alternate Company Name

If the invoice recipient's company name differs from what is stored in the CRM, enter the alternate name in the 'Alternate Company Name' field.

E-Invoice Outbox

Navigate to Applications > E-Invoice (Outbox) to access an overview of all generated electronic invoices.

Available Options:

• Not provided:
  Invoices have been generated but not yet transmitted automatically. You can download them, save them locally, and manually upload them to the appropriate portal.

• Provided:
  Invoices have already been successfully delivered via email or submitted through a government portal.

The Outbox provides continuous access to your electronically created invoices — for viewing, re-sending, or archiving as needed.