Mandatory details on an invoice

Mandatory details

A proper invoice includes, among other things:

• Full name and address of you and your customer
• Tax number or VAT ID
• Invoice date and a sequential invoice number
• Quantity and type of the service, plus the service date
• Net amount, tax rate, and tax amount or a note for tax exemption or the small-business scheme

Small-amount invoices

Up to €250 gross, simplified details apply. A German small-amount invoice does not need the customer's name and address.

To create one without a customer:

1. Create a new invoice.
2. Open the customer selector under Create for.
3. Select No client.
4. Complete the invoice and keep its gross total at or below €250.

Norman removes the complete recipient block from the document. If the gross total exceeds €250, Norman tells you that the invoice must name its recipient. This message gives guidance and does not block you from continuing.

An invoice without a client cannot contain a valid ZUGFeRD data set. Norman creates a plain PDF when the data required for an e-invoice is missing.

With Norman

Norman fills in mandatory details during the invoicing flow. If all required e-invoice details exist, Norman adds a ZUGFeRD data set. Read Create, send and receive e-invoices.

Use a saved client for a regular invoice. A business client can also have an optional contact person. Norman prints this person below the client's legal name.

For the date settings, see Service dates or delivery date on an invoice.