Due to the European Union's directive on standardized invoice formats (EN 16931), we have updated the way client details are entered in invoices and estimates. This change ensures compliance with regulations and facilitates compatibility with accounting software that processes eInvoices.

Creating or Editing Invoices and Estimates

When creating a new invoice or estimate, you are now required to fill in your client's details using the new format. If you are editing existing invoices or estimates, you also have to update the client details to align with the new format.

Note: Once client details are updated using the new format during editing, they will be saved, and you will not need to re-enter them for future edits.

Client Information:

The new client detail format includes the following fields:

Client Address (required)
Apt/Suite Number (optional)
City (required)
State/Province (optional)
Tax Number (EIN, TIN, UTR, etc.) (optional)

eInvoicing Settings

To further support this transition, we have introduced an experimental eInvoicing feature.

This can be enabled under System Settings > Invoice and Estimate Settings.

How to Enable eInvoicing

Navigate to System Settings > Invoicing.
Enter your company address and VAT ID (both are mandatory for generating valid eInvoices).
Enable the eInvoicing option.

Note: With this change, your company info will be updated on all invoices and estimates.

Once enabled, a new "Download eInvoice" option will appear for each invoice. This allows you to download the invoice in XML format, compliant with eInvoicing standards. During this experimental phase, eInvoices are not sent to clients. The export is available for your internal use, and we recommend consulting your accountant to verify compliance with local requirements.

Additional Notes:

The eInvoicing feature is currently labeled as experimental due to differences across the EU regarding accepted formats and accounting practices.

Please share feedback on any market-specific requirements with our Customer Care team at support@activecollab.com so we can address them in future updates.

By adopting this format, we aim to make your invoicing process seamless and ensure compliance with emerging global standards.

New format for Client details in Invoices and Estimates (eInvoice)

Creating or Editing Invoices and Estimates

eInvoicing Settings

How to Enable eInvoicing

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