Electronic Invoice Setup

Note: This integration is an add-on service with an extra fee. Contact a Younium representative or the support to inquire about this service.

Preparation

Before setting up electronic invoicing for your Younium environment, it is important that your legal entity has complete information.

You can do this in Settings, Settings, and Legal Entities

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Fields that have to be filled in to be able to use electronic invoicing:

  • Organization Number
  • Tax Registration Number
  • Bank Account
  • BIC
  • Address
    • Street
    • Zip
    • City
    • Country

Setup Process

1. Request a unique ID from Younium

To be able to use electronic invoicing in Younium, you have to request a unique ID from a representative at Younium, please talk to the Younium support or your Customer Success Manager about this.

2. Enter ID

Once you receive the ID from Younium, enter it in the Unique ID field under Settings, Integrations, Electronic Invoice:

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Press Setup and the integration will be activated, your electronic invoice profile details will show up:

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Use Electronic Invoicing

To set up an account for electronic invoicing, you have to:

  1.  Invoice Delivery Method: Choose "Electronic Invoice"
  2. E-Invoice Address Scheme: Choose the applicable address scheme
  3. E-Invoice Address: Enter the client's e-invoice address (NOTE: if the scheme is SE:ORGNR, 0007 is already entered in the scheme field, therefore you only have to enter the value after 0007: in the address)

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Younium invoicing will work the same as usual, except that the invoices will be sent via the electronic invoicing setup.

 

Field mapping Electronic invoices

Younium uses the Peppol format for all electronic invoicing, invoices are sent to Youniums electronic invoicing partner and are there mapped to the formats of the individual customers.

Peppol Younium Comments
cbc:ID Invoce number  
cbc:IssueDate Invoice date   
cbc:DueDate Due date  
cbc:InvoiceTypeCode

380: Invoice

381: Credit note

 
cbc:TaxPointDate Invoice date  
cbc:DocumentCurrencyCode Invoice currency code  
cbc:BuyerReference Invoice Buyer reference Invoice Buyer reference is populated from Order Buyer reference at time of invoicing

cac:InvoicePeriod.cbc:StartDate

 

MIN(InvoiceLine.ServicePeriodStartDate)  

cac:InvoicePeriod.cbc:EndDate

MAX(InvoiceLine.ServicePeriodStartDate)  

cac:AccountingSupplierParty.cac:Party

LegalEntity.Organization number

Scheme ID is depending on the address of the Legal entity

Sweden: 0007

Norway: 0192

Denmark: 0184

Finland: 0037

Netherlands: 0106

Belgium: 0208

UK: 9932+TaxRegNumber

Ireland: 0089

Germany: 9930+TaxRegNumber

Czech Republic: 0154

Switzerland: 0183

Austria: 0028

cac:AccountingSupplierParty.cac:Party.cac:PartyIdentification

Same as above

Scheme ID is depending on the address of the Legal entity

Sweden: 0007

Norway: 0192

Denmark: 0184

Finland: 0037

Netherlands: 0106

Belgium: 0208

UK: 0089

Ireland: 0089

Germany: 0094

Czech Republic: 0154

Switzerland: 0183

Austria: 0028

cac:AccountingSupplierParty.cac:Party.cac:PartyName.cbc:Name

LegalEntity.Name

 

cac:AccountingSupplierParty.cac:Party.cac:PostalAddress

LegalEntity.Address

 

cac:AccountingSupplierParty.cac:Party.cac:PostalAddress.cac:Country.cbc:IdentificationCode

LegalEntity.Address.Country

 

cac:AccountingSupplierParty.cac:Party.cac:PartyTaxScheme.cbc:CompanyID

LegalEntity.TaxRegNr

For Norway and Sweden there is also an additional TaxScheme added with TaxScheme.ID: "TAX" and CompanyID: "Foretaksregisteret" or "Godkänd för F-skatt"

cac:AccountingSupplierParty.cac:Party.cac:PartyTaxScheme.cac:TaxScheme.cbc:ID

"VAT"

 

cac:AccountingSupplierParty.cac:Party.cac:PartyLegalEntity.cbc:RegistrationName

LegalEntity.Name

 

cac:AccountingSupplierParty.cac:Party.cac:PartyLegalEntity.cbc:CompanyID

LegalEntity.Organization number

Scheme ID is depending on the address of the Legal entity

Sweden: 0007

Norway: 0192

Denmark: 0184

Finland: 0037

Netherlands: 0106

Belgium: 0208

UK: 0089

Ireland: 0089

Germany: 0094

Czech Republic: 0154

Switzerland: 0183

Austria: 0028

cac:AccountingCustomerParty.cac:Party.cbc:EndpointID

InvoiceAccount.ElectronicInvoice address and Scheme

 

cac:AccountingCustomerParty.cac:Party.cac:PartyIdentification.cbc:ID

InvoiceAccount.Organization number

Scheme ID is depending on the address of the Invoice account

Sweden: 0007

Norway: 0192

Denmark: 0184

Finland: 0037

Netherlands: 0106

Belgium: 0208

UK: 0089

Ireland: 0089

Germany: 0094

Czech Republic: 0154

Switzerland: 0183

Austria: 0028

cac:AccountingCustomerParty.cac:Party.cac:PartyName

InvoiceAccount.Name

 

cac:AccountingCustomerParty.cac:Party.cac:PostalAddress

Invoice.InvoiceAddress

 

cac:AccountingCustomerParty.cac:Party.cac:PartyTaxScheme.cbc:CompanyID

InvoiceAccount.TaxRegNr

 

cac:AccountingCustomerParty.cac:Party.cac:PartyTaxScheme.cac:TaxScheme.cbc:ID

"VAT"

 

cac:AccountingCustomerParty.cac:Party.cac:PartyLegalEntity.cbc:RegistrationName

InvoiceAccount.Name

 

cac:AccountingCustomerParty.cac:Party.cac:PartyLegalEntity.cbc:CompanyID

InvoiceAccount.Organization number

Scheme ID is depending on the address of the Invoice account

Sweden: 0007

Norway: 0192

Denmark: 0184

Finland: 0037

Netherlands: 0106

Belgium: 0208

UK: 0089

Ireland: 0089

Germany: 0094

Czech Republic: 0154

Switzerland: 0183

Austria: 0028

cac:AccountingCustomerParty.cac:Party.cac:Contact.cbc:Name

Invoice.YourReference

 

cac:PaymentMeans.cbc:PaymentMeansCode

Name: "Credit Transfer", Value: "30"

For Danish suppliers, Non FIK: Name: "Payment to bank account", Value = "42"

For Danish suppliers with FIK: Name:

"FIK payment", Value: "93"

 

cac:PaymentMeans.cbc:PaymentID

Invoice.OCRNumber if available, othereise Invoice.InvoiceNumber

OCR also includes KID, FIK and Finnish reference number

cac:PaymentMeans.cac:PayeeFinancialAccount.cbc:ID

LegalEntity.Bankaccount

If Bankgiro is filled in on LegalEntity and Invoice is in SEK, this is used instead

cac:PaymentMeans.cac:PayeeFinancialAccount.cac:FinancialInstitutionBranch.cbc:ID

LegalEntity.BIC

If Bankgiro is filled in on LegalEntity and Invoice is in SEK, value is "SE:BANKGIRO"

cac:PaymentTerms.cbc:Note

Invoice.PaymentTerm.Description

 

cac:TaxTotal.cbc:TaxAmount

Invoice.TaxAmount

 

cac:TaxSubtotal.cbc:TaxableAmount

Sum of Subtotal Amounts for Tax category

cac:TaxSubtotal section is repeated for each tax category on the invoice

cac:TaxSubtotal.cbc:TaxAmount

Sum of Tax Amounts for Tax category

 

cac:TaxSubtotal.cac:TaxCategory.cbc:ID

"E" when Tax amount = 0, "Z" when subtotal = 0, otherwise "S"

 

cac:TaxSubtotal.cac:TaxCategory.cbc:Percent

Tax percent for the Tax category

 

cac:TaxSubtotal.cac:TaxCategory.cac:TaxScheme.cbc:ID

"VAT"

 

cac:LegalMonetaryTotal.cbc:LineExtensionAmount

Invoice.SubtotalAmount

 

cac:LegalMonetaryTotal.cbc:TaxExclusiveAmount

Invoice.SubtotalAmount

 

cac:LegalMonetaryTotal.cbc:TaxInclusiveAmount

Invoice.TotalAmount-RoundingAmount

 

cac:LegalMonetaryTotal.cbc:PayableRoundingAmount

Invoice.RoundingAmount

 

cac:LegalMonetaryTotal.cbc:PayableAmount

Invoice.TotalAmount

 

cac:InvoiceLine.cbc:ID

InvoiceLine.LineNumber

 

cac:InvoiceLine.cbc:InvoicedQuantity

1

 

cac:InvoiceLine.cbc:LineExtensionAmount

InvoiceLine.ServicePeriodStartDate

 

cac:InvoiceLine.cac:InvoicePeriod

InvoiceLine.ServicePeriodEndDate

 

cac:InvoiceLine.cac:Item.cbc:Name

InvoiceLine.ProductName, InvoiceLine.Description

 

cac:InvoiceLine.cac:Item.cac:ClassifiedTaxCategory.cbc:ID

"E" when Tax amount = 0, "Z" when subtotal = 0, otherwise "S"

 

cac:InvoiceLine.cac:Item.cac:ClassifiedTaxCategory.cbc:Percent

Tax percent for the Tax category

 

cac:InvoiceLine.cac:Item.cac:ClassifiedTaxCategory.cac:TaxScheme.cbc:ID

"VAT"

 

cac:InvoiceLine.cac:Price

InvoiceLine.SubTotalAmount