Configuration Guide

Configure the extension at Stores > Configuration > MageB2B > E-Invoice.

Screenshot placeholder: resources/kb/e-invoice/_screenshots/admin-config-einvoice.png

General Settings

Setting	Default	Notes
Enable E-Invoicing	No	Master switch per store view
Default B2B Format	ZUGFeRD	Used as the default invoice format

Invoice Settings

Setting	Default	Notes
Generation Mode	Immediate	`disabled`, `immediate`, `queued`, `cron_hourly`, `cron_daily`
Generation Trigger	On Invoice Creation	`invoice_create`, `invoice_pay`, `manual_only`
Document Type Code	380	UN/CEFACT invoice document type
Block Invoice on E-Invoice Error	No	If enabled, invoice creation is blocked on generation failures
Attach E-Invoice to Invoice Email	No	Attaches XML/PDF to the invoice email
Attachment Strategy	auto	`auto`, `xml_only`, `pdf_only`, `both`
Daily Cron Batch Size	100	Only relevant for `cron_daily`
Invoice Filename Pattern	`invoice-{invoice_increment_id}-{format}.{type}`	See “Filename Variables”

Credit Memo Settings

Credit memo generation is disabled by default and must be enabled per store view.

Setting	Default	Notes
Enable Credit Memo E-Invoicing	No	Required to show actions on credit memo view
Generation Mode	Immediate	Same options as invoices
Generation Trigger	On Credit Memo Creation	`creditmemo_create`, `manual_only`
Document Type Code	381	UN/CEFACT credit memo type
Block Credit Memo on E-Invoice Error	No	If enabled, credit memo creation is blocked on generation failures
Attach E-Invoice to Credit Memo Email	No	Attaches XML/PDF to the credit memo email
Attachment Strategy	auto	`auto`, `xml_only`, `pdf_only`, `both`
Daily Cron Batch Size	100	Only relevant for `cron_daily`
Credit Memo Filename Pattern	`creditmemo-{creditmemo_increment_id}-{format}.{type}`	See “Filename Variables”

Note: Credit memos support ZUGFeRD and XRechnung formats.

Document Storage

Setting	Default	Notes
Storage Strategy	Permanent Storage	`permanent` or `on_demand`
File Storage Path	`einvoice`	Relative to `pub/media/`

Storage locations (default settings):

Invoices: pub/media/einvoice/
Credit memos: pub/media/einvoice/creditmemo/

Filename Variables

Use these variables in filename patterns:

Variable	Invoice	Credit Memo
`{invoice_increment_id}`	✓	-
`{creditmemo_increment_id}`	-	✓
`{order_increment_id}`	✓	✓
`{format}`	✓	✓
`{type}`	✓ (`xml`/`pdf`)	✓ (`xml`/`pdf`)
`{date}`	✓ (`YYYY-MM-DD`)	✓ (`YYYY-MM-DD`)

Field	Notes
VAT ID	Required
Tax Number	Required for German formats
Company Registration Number	HRB/HRA
SIRET Number	Required for Factur-X (France)
Bank IBAN / Bank BIC/SWIFT	Used in payment instructions
Default Payment Terms (Days)	Optional
Seller Contact (Name/Phone/Email)	Required for XRechnung (BR-DE-2)
Seller Trading Name (BT-28)	Optional alternative business name
Seller GLN	Global Location Number (ISO 6523 scheme 0088)
Seller DUNS Number	Dun & Bradstreet identifier (scheme 0060)
Seller Leitweg-ID	Only when the seller itself is a public entity (scheme 0204)

Tax Representative

Non-EU sellers with EU VAT obligations can declare a fiscal representative (BG-11 / BT-63). Off by default.

Setting	Notes
Enable Tax Representative	Master switch
Representative Name	Legal entity name
Representative VAT ID	Mandatory when enabled
Street / Postcode / City / Country	Representative's address

VAT Classification

Controls the EN16931 BT-151 category (S / Z / E / AE / K / G / O) emitted per invoice line.

Setting	Default	Notes
Kleinunternehmer (§19 UStG)	No	When enabled, every line is classified as `E` regardless of tax
Default Category for 0% Lines	Z	Used when a 0% line does not match intra-community (K) or export (G) rules
Treat Magento Giftcards as Multi-Purpose Voucher	Yes	Adobe Commerce `giftcard` products → `O`
Voucher Override Product Attribute	(empty)	Product attribute code whose value `multi_purpose` / `single_purpose` overrides detection
Exemption Reason: Intra-Community (K)	Innergemeinschaftliche Lieferung (§4 Nr. 1b UStG)	Override text for BT-120
Exemption Reason: Export (G)	Ausfuhrlieferung (§4 Nr. 1a UStG)	Override text for BT-120
Exemption Reason: Exempt (E)	Kleinunternehmer (§19 UStG)	Override text for BT-120
Exemption Reason: Reverse Charge (AE)	Steuerschuldnerschaft des Leistungsempfängers (§13b UStG)	Override text for BT-120
Exemption Reason: Out of Scope (O)	Mehrzweck-Gutschein (§3 Abs. 15 UStG)	Override text for BT-120

See VAT Classification for the full decision tree.

The intra-community / export rules rely on Magento's built-in EU country list under Stores > Configuration > General > Countries Options.

Payment Terms Mapping

Use this section to map payment-method-specific terms and payment means codes.

Setting	Notes
Default Payment Terms Template	Supports `{due_days}`, `{due_date}`, `{invoice_date}`, `{payment_method}`
Default Payment Means Code	Example: `58` (SEPA transfer), `59` (SEPA direct debit)
Default Payment Means Code (No IBAN)	Fallback when no IBAN is configured (example: `1`)
Payment Method Mapping	Override terms and means code per payment method

Accounting

Use this section to provide line-level accounting references (BT-133).

Setting	Notes
Accounting Source Type	`none`, `order_item_field`, `product_attribute`, `customer_attribute`
Order Item Field	Selectable when source type is `order_item_field`
Product Attribute	Selectable when source type is `product_attribute`
Customer Attribute	Selectable when source type is `customer_attribute`

Validation & Error Handling

Setting	Default	Notes
Validation Level	Standard	`minimal`, `standard`, `strict`
Strict XSD Validation	No	Enables strict schema validation
Enable Error Notifications	No	Sends emails on failures
Error Notification Email	(empty)	Required when notifications are enabled
Error Notification Threshold	3	Consecutive failures before sending
Retry Failed Generations	Yes	Retries failures via cron job
Max Retry Attempts	3	Per invoice/credit memo

REST API Settings

Setting	Default	Notes
Include E-Invoice in Invoice API	No	Adds `einvoice_xml` and `einvoice_pdf` to `GET /V1/invoices/{id}`
Include E-Invoice in Credit Memo API	No	Adds `einvoice_xml` and `einvoice_pdf` to `GET /V1/creditmemos/{id}`

See: REST API

ZUGFeRD / Factur-X Configuration

Setting	Notes
ZUGFeRD Profile	Applies to invoices and credit memos

PEPPOL BIS Billing 3.0

Settings for UBL-based PEPPOL delivery. Applied when Default B2B Format is PEPPOL BIS.

Setting	Notes
Seller Endpoint Scheme (EAS)	70+ PEPPOL codes (9930 DE VAT, 0088 GLN, 9914 AT VAT, 0204 Leitweg-ID, …)
Seller Endpoint ID	Identifier matching the selected scheme
CustomizationID override	Leave empty for PEPPOL BIS Billing 3.0 default
ProfileID override	Leave empty for `billing:01:1.0` default

See PEPPOL BIS Billing 3.0.

XRechnung Configuration

Setting	Default	Notes
XRechnung Version	3.0	`2.2`, `2.3`, `3.0`

Configuration Testing

Use the built-in buttons:

Test Configuration
Test XSD Schemas
Test Company Data