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Practical guide: ZUGFeRD validation checklist before sending

A compact checklist for daily invoicing operations: required fields, tax logic, file consistency, and pre-send validation.

Use this short checklist to reduce avoidable invoice rejections.

1) Validate required fields

  • unique invoice number
  • service/performance date present
  • plausible tax rate and tax amount
  • clear payment terms

2) Validate totals and tax logic

  • line sums match intermediate totals
  • tax amounts are rounded consistently
  • grand total matches the final invoice amount

3) Validate send readiness

  • recipient accepts the selected format
  • file was not post-processed in a way that breaks consistency
  • document is stored in an archive-ready way

A repeatable pre-send checklist usually lowers correction effort significantly.

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