Hi everyone,

As many of you may know, starting January 1, 2025, eInvoicing will become mandatory for European companies in the B2B sector. This new regulation aims to streamline processes, enhance tax compliance, and standardize invoicing across the EU.

For those of us using Perfex CRM, this raises a crucial question:
When can we expect support or an update from Perfex to ensure compliance with this new requirement?

Since electronic invoicing will no longer be optional, having a system in place that can handle compliant eInvoices (such as PEPPOL or other formats mandated by the EU) will be essential. Without this, businesses may struggle to meet the new legal requirements or risk penalties.

Does anyone have insights or updates from Perfex on this?
• Are there plans for an update?
• If so, when can we expect it?
• If not, has anyone implemented a workaround or integration with third-party solutions to prepare for this transition?

Primary Requirements for eInvoicing as of January 1, 2025

As of January 1, 2025, electronic invoicing (eInvoicing) will become mandatory for companies within the European Union in the B2B sector. This means that businesses must issue, transmit, and receive invoices in a structured electronic format that allows for automated processing.

Key Requirements for eInvoicing Starting January 1, 2025:
1. Structured Electronic Format:
Invoices must be issued in a structured format that complies with European standards, such as EN 16931. Formats like XRechnung or ZUGFeRD are suitable for this purpose.
2. Electronic Transmission:
The transmission of invoices must occur electronically, for instance, via email or specialized e-invoicing platforms. Paper invoices or simple PDF files without a structured dataset will no longer be acceptable.
3. Readiness to Receive:
Businesses must be capable of receiving and processing electronic invoices. This requires appropriate technical systems and processes to ensure compliance.
4. Transition Periods:
Certain businesses, particularly smaller enterprises, may have staggered transition periods. However, all companies are strongly advised to prepare for the change in advance to avoid disruptions.

It is crucial for businesses to adapt their internal processes and IT systems in a timely manner to meet the new legal requirements and ensure a smooth transition to mandatory eInvoicing.

Looking forward to hearing your thoughts and suggestions!

Thanks in advance.