Invoice Automation / Factur-X

Objectives

Create a Factur-X invoice with the following feature:

• Attach an XML-file to the generated invoice.

Solution

Once the invoice template is ready, follow these steps to generate a Factur-X document with Carbone:

1. Generate the XML file to attach to the Factur-X invoice:

   • You can create this XML file manually.
   • Alternatively, you can use Carbone (with a template.xml)

2. Use the :attachFile formatter

   To generate a file compliant with the Factur-X standard, you must use the :attachFile('factur-x.xml') formatter, specifically with factur-x.xml as the first parameter. It automatically detects the Conformance Level from the attached XML ('MINIMUM', 'BASIC WL', 'BASIC', 'EXTENDED', 'EN 16931') and adjusts the PDF metadata accordingly. Additionally, it sets SelectPdfVersion = 3 (PDF Version 3B) by default if not specified and if the output file is a PDF.

   Note: Add a type parameter to the :attachFile(filename, type) formatter to specify the PDF AFRelationship. Options for type include: "Source", "Data" (default), "Alternative", "Supplement", "Unspecified", "FormData", and "Schema".

And there you go!

   1- Template                                            
  ┌─────────────────┐                                     
  │   *.docx        │       ┌─────────┐                   
  │                 ┼───┐   │         │                   
  │ :attachFile     │   │   │         │                   
  │ ('factur-x.xml')│   └───►         │     Export        
  └─────────────────┘       │ Carbone │    ┌───────┐      
                            │         │    │ *.pdf │      
             2- Data    ┌───►         ┼────►     ┌─┴┐     
            ┌───────┐   │   │         │    │     │┌┐│     
            │*.json ┼───┘   │         │    └─────┤│││     
            └───────┘     ┌─►         │          │ │      
                          │ │         │          └─┘*.xml 
             3- XML       │ │         │                   
            ┌───────┐     │ └─────────┘                   
            │*.xml  ┼─────┘                               
            └───────┘                                                                   

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