E-Invoice / XRechnung extension for Vtiger CRM
E-invoicing made simple and compliant
Our XRechnung Extension for vTiger CRM enables your organization to generate and send XRechnung-compliant e-Invoices directly from the Invoice module.
Not familiar with Vtiger?? Vtiger CRM is a free, fully-featured, open-source Customer Relationship Management system designed for small and medium-sized businesses.
XRechnung features
Start using E-Invoice now!
E-Invoice/XRechnung module view
Module list view offer a clearer and more efficient way to manage your invoices across the system. The new list view provides a complete overview of all generated invoices, including key details and quick actions.
🔍 Displayed Columns:
Invoice No – Unique invoice identifier
Subject – Invoice subject or title
Organization Name – Linked customer/partner organization
Supplier Name – Issuer or supplier associated with the invoice
⚙️ Available Actions:
Preview XML – Instantly view the E-Invoice / XRechnung structure via the preview icon
Download XML – Quickly download the invoice in XML format using the download icon
Open Record – Jump directly to the detailed record from the list view by clicking the invoice number, subject or organization
This improvement ensures smoother navigation, faster access to XML documents, and full visibility over your electronic invoicing records.
Sending XML Invoices via Email
With the E-Invoice / XRechnung extension for Vtiger CRM, you can easily send invoices in XML format via Email Maker or PDF Maker.
🔧 Requirements
To use this feature, make sure the following modules are installed and up to date:
Email Maker, PDF Maker, Emails modules
You can install or update them using the Installer.
✉️ How it Works
When composing an email (via Email Maker or PDF Maker), a new option will appear in the Compose Email window:
✅ Attach E-Invoice XML checkbox
If this option is checked, the system will automatically generate and attach the XML version of the invoice.
⚠️ Validations
The checkbox will only appear if all required invoice fields are filled in.
If any mandatory data is missing, you will be alerted, and the checkbox will be hidden.To generate XML invoices, it’s mandatory to select a Supplier Name / Organization in the Electronic Invoice Information section of the Invoice module.
Electronic Invoice Information block
To support the creation of electronic invoices like XRechnung, we’ve added a dedicated section in the Organizations and Invoice modules called “Electronic Invoice Information.”
🧾 This block allows you to store essential company data required for generating valid and compliant XML e-invoices.
Fields and Their Purpose
🏢 Organization module fields:
- Company Identifier: A unique company registration number (e.g., national business ID or DUNS) used to identify the organization in e-invoicing networks.
- Netto Days: Number of days for payment terms (e.g., 14, 30). Used to calculate the due date on the invoice based on the invoice issue date.
- Bank BIC: The BIC (Bank Identifier Code or SWIFT code) of the recipient’s bank. Required for SEPA payments and international transfers.
- TAX Number: The organization’s VAT or tax identification number (e.g., USt-IdNr. in Germany). This is mandatory in most invoicing formats.
- Bank Name: Name of the organization’s bank. Included as part of the payment information for readability (optional in some formats).
- Bank IBAN: The recipient’s International Bank Account Number used for receiving payments. Required if SEPA is selected as the payment method.
🧾 Invoice module field:
- Supplier Name: The “Supplier Name” field in the Invoice must be filled in with an Organization.
This Organization must also have all required fields completed in its Electronic Invoice Information block, as this data is essential for generating a valid e-invoice in XML format.
Validate your e-documents
To ensure your electronic invoices (E-Invoices) generated from Vtiger CRM comply with legal and technical standards, users can validate the XML files before sending them to recipients or authorities.
For users working with the XRechnung format, especially in Germany and EU countries where electronic invoicing is regulated, it’s important to check that your XML structure is correct and meets the latest requirements.
You can easily validate your exported XML files using the following free online tools:
✅ B2B Router XML Validation
This service checks your invoice against the XRechnung standard and highlights any errors or warnings in the structure.
(More recommended for a preview of the invoice, but still checking the document.)✅ eRechnungs-Validator Baden-Württemberg
An official validator provided by the German government for verifying electronic invoices in XRechnung format.
(This validator is our recommendation for verifying invoices.)
These tools help you identify issues in your XML file, such as missing required fields, incorrect formatting, or outdated schema versions.
