1. Conditions and Purpose of the Feature

1. Why This Feature Is Needed

   • It enables you to automatically create a PDF invoice in ZUGFeRD format from an Patricia RTF invoice.
   • It simplifies the process of generating electronic invoices that comply with the ZUGFeRD standard.

2. Availability Condition

   • A valid Letterhead for ZUGFeRD must be defined in the DMS settings.
   • If multiple Letterheads are available, the user can choose the required option before creating the invoice.

2. Letterhead and Seller Details

1. Seller

   • Specified in the Letterhead itself.
   • Cannot be changed by the user when forming the invoice.
   • If you need to change the seller, administrator must do so by creating or editing a new Letterhead.

2. Choosing a Letterhead

   • When several Letterheads are configured in DMS, the user selects from the available list.
   • The choice affects the seller’s details and the final PDF layout.

3. Data Sufficiency and Possible Errors

1. Required Data

   • Patricia must contain enough information about the invoice (line items, prices, parties’ details, tax data, etc.).
   • The specific list of mandatory fields may vary but typically includes the seller’s information, buyer’s information, and details of goods/services.

2. Consequences of Insufficient Data

   • If some critically important data is missing, the system may:
     • Return an error (if generation is impossible without these data), or
     • Create an invalid invoice (if the system allows partial completion, but the final document will not conform to the ZUGFeRD standard).

3. Result of Successful Generation

   • Upon successful completion of the operation, a PDF file with the suffix _ZUGFeRD.pdf is created in the current case.
   • This makes it easier to locate and identify ZUGFeRD-compliant invoices within the DMS.