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</style><p id="isPasted"><strong>In this guide we will cover:</strong></p><p><strong>- eInvoicing</strong></p><p><strong>- How to embed an XML Attachment to an invoice PDF</strong></p><p><br></p><p><br></p><p><strong><span style="font-size: 14pt;">eInvoicing</span></strong></p><p>Commencing January 1st 2025, the European Union will begin to implement eInvoicing.</p><p>Compliance for this will be optional for 1 year.</p><p>Commencing January 1st 2026, eInvoicing will be made mandatory for all customers in the EU. This will be any clients hosted on our DE server group.</p><p><br></p><p>More information can be found on the EU official eInvoicing page: <a data-fr-linked="true" href="https://ec.europa.eu/digital-building-blocks/sites/display/DIGITAL/eInvoicing">https://ec.europa.eu/digital-building-blocks/sites/display/DIGITAL/eInvoicing</a></p><p><br></p><p>This functionality is available as of v2.170 and will be available on all Stable builds by January 1st 2026 to comply with the regulations.</p><p><br></p><p><br></p><p><span style="font-size: 14pt;"><strong>How to embed an XML Attachment to an invoice PDF<br></strong></span></p><p>This functionality can be used when you are required to have invoice details in an XML format embedded into your PDF invoices. </p><p><br></p><p>The XML template we provide is based on the EN16931 specification's 'Basic' template. Please note that you may need to adjust this template to match your required specification.</p><p><br></p><p><strong><span style="font-size: 12pt;">Customising the XML template</span></strong></p><p>To customise the template that is is used for the invoice head to configuration > reporting > PDF templates > change the entity to 'Invoice XMLs'. </p><p><br></p><p>Here, you will see the default XML Template, you can either edit this template, or create a new one. Select the template you would like to edit, head to the 'XML attachments' tab and edit the line in the table. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijg2N2Y1ZmQ0LWI5YmQtNGQzOC1iYTEyLTA4MTBkNDkwNDYxZiJ9.6TuNVm1sqVNi3FFKvlpicObETg-gsyAmcW8B_FXHHM0" class="fr-fic fr-fil fr-dib" width="1445" style="width: 1447px; height: 596.379px;" height="596"></p><p><br></p><p><strong><span style="font-size: 10pt;">Fig 1. Edit XML invoice template</span></strong></p><p><br></p><p>Now you will be able to see the XML for the template. This already includes variables such as $-INVOICEDATE, $-INVOICETOTAL, $invoiceaddress1 to pull through the key details of the invoice , but additional variables can be added in here to pull though more data if required. To see a list of available variables select the 'View $-variables' button on the template configuration page. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImNkOGVlN2RkLWUxMzgtNDdmOC05MDk2LWVhMGM0MDBjOWQ2NyJ9.WB0sioWoSKTUmKA0uKEtwJNMIPu9wuGRxs-ABnCjJNY" class="fr-fic fr-fil fr-dib" width="1632" style="width: 1634px; height: 800.692px;" height="801"></p><p><strong><span style="font-size: 10pt;">Fig 2. XML for template</span></strong></p><p><br></p><p>XML for invoice lines can be set under the 'Invoice line XML' section of the editor. The variable $-INVOICEXMLLINES can be used to pull through this XML. </p><p><br></p><p>XML for Tax codes can be set under the 'Tax detail XML' section of the editor. The variable $-TAXXMLDETAIL can be used to pull through this XML. </p><p><br></p><p>Once you are happy with your template save the editor screen and save the overall template. </p><p><br></p><p><strong><span style="font-size: 12pt;">Apply an XML template to an invoice PDF</span></strong></p><p>In order for an invoice PDF to have the invoice details in XML format embedded against it, an XML template must be set against the invoice template being used. </p><p><br></p><p>Head to configuration > reporting > PDF templates > change the entity to invoices > select a template, edit the page and under the details tab you will see the setting 'XML Attachment Template'. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjdjMzU5MWQzLTAzODEtNGI5NC05MzYzLTI1MDk0YzY3YjllMCJ9.TkBlPeYjNc8npYvWIkbUTnCM3z8zKNEB2iAnE4Thve0" class="fr-fic fr-fil fr-dib" width="1432" style="width: 1434px; height: 830.855px;" height="831"></p><p><strong><span style="font-size: 10pt;">Fig 3. Assign XML template to invoice PDF template</span></strong></p><p><br></p><p>Here, set the XML template you would like to use, hit save. </p><p><br></p><p>Now, when you generate an invoice PDF (using this PDF template) it will automatically have the XML template added as an embedded XML attachment. </p><p><br></p><p><strong><em>Note: only specific PDF readers can show attachments embedded in a PDF. For example, you can see them in Adobe, but you cannot in native readers in browsers.</em></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Display a warning when there is a discrepancy between the Total tax or Revenue on the PDF and XML (<strong id="isPasted">recommended)</strong></span></strong></p><p>This can be used for additional monitoring, we recommend this is enabled.</p><p><br></p><p>Head to Configuration > Billing > Invoice Creation, enable the setting 'Enable XML Attachment generation warnings'</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImM5ZDUyOGRhLTJhOTctNGJhNS05YzJiLWE5OGVmYTQzZGYwNCJ9.4zjT45snotCDbJoHwgwa5T5Cov_dINEo-ou0GBXQceU" class="fr-fic fr-fil fr-dib" width="476" height="233"></p><p><strong><span style="font-size: 10pt;">Fig 4. Enable XML Attachment generation warnings</span></strong></p><p><br></p><p>Once enabled, a pop up message will appear if there is a discrepancy between the total tax or revenue on the invoice PDF and the invoice XML. This will be checked each time an invoice PDF is generated. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjEwYzZiMGJjLTFjZjQtNDg1ZC04NGQyLWEzYjcxZmQ1NjBhYSJ9.leEjZOPmYB_4WitY5ApYZiZwhkm-Ts5iE04FPfTxpmg" class="fr-fic fr-fil fr-dib" width="832" style="width: 834px; height: 136.182px;" height="136"></p><p><strong><span style="font-size: 10pt;">Fig 5. Pop up warning for discrepancy between the total tax or revenue</span></strong></p>
