FAQ

The E-invoicing Checklist is a self-assessment. It helps organisations like yours to get a clear view what to look after when sending and receiving (e-)invoices. The E-invoicing Checklist provides you with 16 relevant topics concerning (e-)invoicing and (e-)billing.

The E-invoicing Checklist is an initiative of the E-invoicing Trust Foundation. The E-invoicing Trust Foundation is an accredited organisation with a focus on permanent adoption of e-invoicing in the EU. Apart from the E-invoicing Checklist, it also facilitates the E-invoicing Platform (Formerly known as EEI Platform), the E-invoicing Trend Map (coming soon) and E-invoicing Toolbox (coming soon too).

The E-invoicing Checklist allows you to avoid pitfalls and offers dozens of practical tips for e-invoicing in everyday use. Moreover, the E-invoicing Checklist explains all topics briefly an clearly, so you can easily prepare yourself for e-billing, or – if you have already started with e-invoicing – to do a check-up.

The E-invoicing Checklist is intended for any organisation that is (planning) to send or receive e-invoices: single contractors, micro SME’s, corporates, financial software providers, banks, Payment Service Providers, Billing Service Providers et cetera.

Nothing, the E-invoicing Checklist is free of charge. You can even compose your own personal checklist.

Nothing. None of your personal data go to third parties. We use your email address to deliver your personal E-invoicing Checklist to you. We will use your e-mail address to inform you about new versions and updates of the E-invoicing Checklist and on other developments in e-invoicing. That’s it.

The E-Invoicing Trust Foundation (see underneath) collected and received hundreds of resources from the organisations and initiatives that play a vital role in this topic:

• European Commission – directives on VAT, e-invoicing, e-signatures and services
• DG Taxud:
• CEN/ISSS eINV –the well respected e-invoicing compliance guidelines
• www.einvoicingplatform.com – hundreds of relevant posts on the use and best practices on e-invoicing
• www.twitter.com/einvoicing – thousands of tweets, including tweets that display individual opinions on sending or receiveing e-invoices and e-bills.
• SlideShare – providing us with hundreds of documents, presentations and reports on e-invoicing

The E-invoicing Checklist is intended as an internal self-assessment tool for anyone who wants to get started with e-invoicing. A trustmark is an external self-regulation marketing tool for organisations that want to generate ROI and build trust towards business partners. A certificate takes a trustmark to the next level, as the general principles in the trustmark manifest are expanded and independently audited.

Coming soon. The E-invoicing Toolbox is a set with handy tools including the E-invoicing Checklisting that helps you with customer/supplier onboarding.

Unfortunately not. The E-invoicing Checklist is a self test, a self-assessment. Within the framework of this checklist, we cannot check whether and how improvements are implemented. We can therefore not allow anyone to use this logo, besides ourselves. Sorry.

Currently not. We are thinking of an e-invoicing trustmark, a self-regulation initiative. The E-invoicing Trust Foundation is accredited to issue such trustmarks. The general idea is that you’re allowed (even obliged) to display the logo once you’ve agreed and signed the E-invoicing Trustmark Manifesto and paid the invoice.

Well, on this website, you can select some popular pre-selections. You can also choose to go ‘a la carte’ and select only the chapters that are relevant to you. These are combined into your own personal E-invoicing Checklist, which is then sent to you as a PDF document by e-mail.

The E-invoicing Checklist currently provides answers to questions like:

• Current EU E-invoicing basics: “How does the IRS currently approach e-invoicing?”
• The new EU Directive: “What will be different as from 1-1-2013?”
• Tax requirements: “What information must be part of an invoice?”
• The simple invoice: “What is a simplified invoices? When can I start using it?”
• Be clear and understandable: “Does my customer really understand my invoice?”
• Payment instructions: “Does my customer know how to pay my invoice?”
• Create your e-invoice: “What to look after when generating my e-invoice?”
• Issuing time: “How do I engage with my customers?”
• Receiving e-invoices: “An AR invoice has now become my AP invoice. Now what?”
• Verify your data: “How can I verify an electronic invoice?”
• Manage your master data: “What are master data and how do I manage them?”
• Let’s archive: “How do I prevent myself from getting digital Alzheimer’s?”
• Ensure controllability: “How do I stay in control?”
• Adoption Tactics: “How do I achieve massive adoption?”
• Acquisition Fraud: “Avoid paying fake invoices!”

Study your personal E-invoicing Checklist topic after topic. Per topic, read all checklist-items chronologically. The checklist items are in orange. Many of the checklist items have an explanation. And many of the chapters have a ‘more information’ badge at the end of each section.

Per checklist-item you can rate whether your organisation does (checkmark) or does not meet (x-mark) this requirement or whether this requirement does not apply to your organisation (indent). This way, you immediately know to which requirement your organisation can/should devote attention.

You can now get to work to improve the aspects of your invoicing process, collections process or even your purchase-to-pay process that need attention. Still need help? Head over to our contact form.

Our apologies. We try to keep up with universal browser compatibility, however some things are not in our control. Send us an e-mail to info[at]einvoicingchecklist[dot]com or use our contactform and we’ll reply by sending you a full version of the E-invoicing Checklist.

Our apologies. Even though we try our best, a 3MB PDF document or the layout of our notification mail can sometimes be marked as junk or spam at the receivers end. To be sure, just send us an e-mail to info[at]einvoicingchecklist[dot]com or use our contactform and we’ll reply by sending you a full version of the E-invoicing Checklist.

That’s too bad. In exchange of this free service we only ask you to fill out the form with data that we use for statistical research. However you could fake that you experience browser issues or that the notification e-mail never arrived. We wouldn’t notice and reply by sending you a full version of the E-invoicing Checklist .