The package is currently supporting two file formats, which are — PDF and ZUGFeRD (XML embedded in PDF).
There are two new picklists on the Order object required for E-Invoicing: cwharf_sevdesk__FileFormat__c and cwharf_sevdesk__PaymentMethod__c.
These fields have the following field values:
| cwharf_sevdesk__FileFormat__c | cwharf_sevdesk__PaymentMethod__c |
| SEPA Überweisung | |
| ZUGFeRD | SEPA Lastschrift |
| Bargeld | |
| Schuldenausgleich zwischen beiden Parteien | |
| Scheck |
Here is the list of the fields required for e-invoicing, if some of these fields are blank, a validation error will appear:
| Salesforce Feld | sevdesk Feld |
|---|---|
| Auftrag → Rechnungsanschrift | Rechnung → Anschrift |
| Auftrag → Zahlungsmethode | Rechnung → Zahlungsmethode |
| Account → Email | Rechnung → E-Mail-Adresse |
| Kontakt für Rechnung → E-Mail | Rechnung → E-Mail-Adresse |
To make it easy to use, add all the necessary fields to the appropriate page layouts.
