For simple instructions on the data to include on your invoices, please start with this page and select your preferred invoice method. Our Invoice Guidelines are also a good place to start.
For a detailed view of the mandatory data we required, the validation rules (at the ‘field’ level) are below.
| Field | Level | Field Description | All Invoices |
| Sender Company name | Header | The name of the invoice sender (seller) | MANDATORY |
| Sender Company Address | Header | The Address of the vendor | MANDATORY |
| Receiver Tax number | Header | The Tax # reference from the customer | OPTIONAL |
| Sender Tax number | Header | The Tax # reference from the vendor | MANDATORY |
| Invoice date | Header | The date assigned by the vendor in which the Invoice was issued | MANDATORY |
| Invoice number | Header | An identifier for the Invoice assigned by the vendor | MANDATORY |
| Amount exc Tax | Header | The total of line amounts net of taxes and settlement discounts | MANDATORY |
| Tax total | Header | The total tax amount of the Invoice | MANDATORY |
| Currency | Header | The currency in which the Invoice is presented | MANDATORY |
| Amount total | Header | The total amount to be paid | MANDATORY |
| Attachment | Header | The capability to add an attachment | OPTIONAL |
| Due Date | Header | The Payment due date of the invoice | NOT ALLOWED |
| Delivery Date | Header | The date the goods / services are set to be delivered | OPTIONAL |
| Order Number | Header | Customer Purchase Order | CONDITIONAL |
| Contract Number | Header | The Customer Contract Number issued | OPTIONAL |
| Cost Center | Header | The Customer Cost Center, as a reference | OPTIONAL |
| Person reference | Header | A person reference such as name or email | CONDITIONAL |
| Payment Means | Header | Payment means | OPTIONAL |
| Charges & Discounts | Header | NOT ALLOWED | |
| Description | Line | MANDATORY | |
| Unit | Line | MANDATORY | |
| Quantity | Line | MANDATORY | |
| Unit Price | Line | MANDATORY | |
| Tax Percentage' | Line | MANDATORY | |
| Amount | Line | MANDATORY | |
| PO line reference | Line | CONDITIONAL |