The workflow for e-invoicing brings together the new building blocks in ABOSS. You begin by setting up entities, then update your templates to use the new codes and calculations, and finally generate invoices where everything comes together.
Each step is described in its own article so you can follow the process at your own pace.
Table of Contents
1. Creating entities in Office
2. Updating templates with entity codes
3. Updating templates with calculations
4. Generating invoices with entities
5. Generating XML
1. Creating entities in Office
Entities store the company details (such as legal name, address, VAT number, and bank details) that are used in both PDF and XML invoices. You need at least one entity to generate compliant XML exports.
👉 Read more in Creating entities in Office.
2. Updating templates with entity codes
Once entities are created, update your templates so they use the new {{ entity... }} codes instead of the old {{ agency... }} ones. This ensures the correct entity is always shown on both PDF and XML.
👉 Read more in Updating templates with entity codes.
3. Updating templates with calculations
Financial details such as totals, VAT, WHT, and costs are no longer written in formulas but selected via template settings. These calculations are handled in the backend so your invoices are always XML-compliant.
👉 Read more in Updating templates with calculations.
4. Generating invoices with entities
When creating an invoice, ABOSS automatically applies your default entity. You can change the entity if needed, and then complete and send your invoice as usual.
👉 Read more in Generating invoices with entities.
5. Generating XML
After creating your invoice, you can export it as XML. ABOSS generates the correct format based on the entity and template you selected.
👉 Read more in Generating XML.
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