E-Invoicing & Compliance

Export structured e-invoices (UBL, CII, Peppol) and manage your data under GDPR

E-Invoicing & Compliance Overview

Invotify helps you meet two modern requirements at once: machine-readable structured e-invoices for B2B and government billing, and full control over your own data under GDPR.

Structured e-invoicing (Pro): Alongside the usual PDF, Invotify can generate a standards-compliant XML version of any invoice. You download the XML file and send or upload it wherever your buyer or tax authority needs it. Three formats are supported: UBL 2.1, CII (UN/CEFACT), and Peppol BIS 3.0.

Data & privacy (all plans): Every account can export its data — as ready-to-open CSV files for your accountant, or as one complete JSON archive — and can permanently delete the account when you no longer need it.

E-invoice export is a Pro feature (also included with Lifetime). Data export and account deletion are available on every plan — and the full JSON archive plus account deletion work even if your subscription has lapsed.

Structured XML export

Generate UBL 2.1, CII, or Peppol BIS 3.0 XML from any invoice (Pro)

EU standards

EN 16931-aligned formats for cross-border and government e-invoicing

Data export (GDPR)

CSV exports for customers, invoices, and payments, plus a full JSON archive

Account deletion

Permanently erase your account and all associated data

Tips
  • The PDF is still the human-readable copy — the e-invoice XML is the machine-readable companion for your buyer or tax authority.
  • E-invoice export appears on the invoice detail page; quotes are not exported as e-invoices.

E-Invoice Formats (UBL / CII / Peppol)

Invotify generates three structured e-invoice formats. All three are produced from the same invoice data, so you can pick whichever your recipient or jurisdiction requires.

UBL 2.1: The OASIS Universal Business Language standard. Widely accepted across the EU and the most common starting point for structured e-invoicing.

CII (UN/CEFACT): Cross Industry Invoice, aligned with EN 16931. This is the format behind XRechnung (Germany) and Factur-X (France), so choose CII when billing German or French public-sector and many B2B recipients.

Peppol BIS 3.0: A profile of UBL 2.1 with Peppol-specific metadata — the CustomizationID and ProfileID plus mandatory EndpointID identifiers on both the supplier and the buyer. Use this when your recipient asks for a Peppol invoice.

Important — Invotify generates the file, it does not transmit it. The Peppol export produces a valid Peppol BIS 3.0 XML document. Actually delivering it onto the Peppol network requires a Peppol Access Point provider (for example Pagero, Basware, or Storecove). Invotify hands you the XML; sending or uploading it is your final step.

UBL 2.1

OASIS standard XML, accepted across most EU countries

CII (UN/CEFACT)

EN 16931 — powers XRechnung (Germany) and Factur-X (France)

Peppol BIS 3.0

UBL 2.1 plus Peppol CustomizationID, ProfileID, and EndpointIDs

Which format should I use?

Use UBL 2.1 by default. Choose CII if you bill German (XRechnung) or French (Factur-X) recipients, and Peppol BIS 3.0 when a buyer specifically requests a Peppol invoice.

Are the e-invoices EN 16931 compliant?

The CII format is aligned with EN 16931, and Peppol BIS 3.0 is the EN 16931-compliant Peppol profile. Always validate against your recipient’s exact requirements before sending.

Does the e-invoice replace the PDF?

No. The PDF remains the human-readable invoice. The e-invoice XML is the structured, machine-readable companion that systems and tax authorities can parse automatically.

Tips
  • When unsure, UBL 2.1 is the safest default — CII is mainly needed for German/French requirements.
  • Peppol BIS 3.0 is the right choice only when your buyer explicitly asks for a Peppol invoice.
Important
  • Invotify does not connect to the Peppol network. To deliver a Peppol invoice you need your own Peppol Access Point provider; Invotify only produces the XML.

Exporting an E-Invoice

You export an e-invoice from an individual invoice. The export downloads an .xml file named after the invoice number and format (for example INV-001-ubl.xml).

This is a Pro feature and is available for invoices only — quotes cannot be exported as e-invoices.

Steps

  1. 1

    Open the invoice

    Go to Invoices and open the invoice you want to export. E-invoice export lives on the invoice detail page.

  2. 2

    Find the E-Invoice Export section

    In the actions panel you will see UBL, CII, and Peppol buttons grouped under "E-Invoice Export".

  3. 3

    Choose a format

    Click UBL, CII, or Peppol depending on what your recipient or tax authority requires.

  4. 4

    Download the XML

    Invotify generates the document and downloads an .xml file to your computer.

  5. 5

    Send or upload it

    Email the XML to your buyer, upload it to a government portal, or pass it to your Peppol Access Point — whatever your workflow requires.

Can I export a quote as an e-invoice?

No. E-invoice export is for invoices only. Convert the quote to an invoice first, then export the invoice.

What does the downloaded file contain?

A single XML document with your company (supplier), the customer (buyer), invoice header data, line items, tax breakdown, and totals, structured according to the chosen format.

Tips
  • Make sure your company tax ID, address, and (for Peppol) PEPPOL ID are filled in under Settings before exporting, so the generated XML is complete.
  • Generating an e-invoice does not change the invoice itself — you can re-export in a different format at any time.
Important
  • E-invoice export requires the Pro plan (included with Lifetime).
  • E-invoice downloads require an active Pro or Lifetime subscription.

Setting Your PEPPOL ID

Peppol invoices identify each party with a Peppol participant identifier called an EndpointID. For the supplier side, that identifier comes from your company’s PEPPOL ID, which you set once in Settings.

Enter your registered participant number only — for example 1234567890123 — and Invotify applies the GLN scheme (0088) automatically when it writes the supplier EndpointID on every Peppol BIS 3.0 export. Don't prefix the scheme code yourself. If you leave the field blank, Invotify falls back to your company email as the endpoint, which most Peppol recipients will not accept.

Your PEPPOL ID is part of your business profile, so it is shared across your whole company and is reused on every Peppol export — you do not re-enter it per invoice.

Steps

  1. 1

    Open Settings

    Go to Settings → Business Information.

  2. 2

    Enter your PEPPOL ID

    Fill in the PEPPOL ID field with your registered participant number (for example 1234567890123 — the GLN scheme is applied automatically).

  3. 3

    Set your Tax Scheme if needed

    Confirm the Tax Scheme (e.g. VAT) so the e-invoice tax categories are labelled correctly.

  4. 4

    Save

    Save your business profile. The PEPPOL ID is now applied to every Peppol export.

Where do I get a PEPPOL ID?

From a Peppol Access Point provider. They onboard your business to the Peppol network and assign you a participant identifier you then enter in Invotify.

Do I set a separate PEPPOL ID for each customer?

You set your own company PEPPOL ID once in Settings; it is used as the supplier endpoint on every Peppol export. Confirm with your buyer that their party details are correct for the recipient endpoint.

Tips
  • Get your PEPPOL ID from your Peppol Access Point provider — they register your business on the network and issue the identifier.
  • Also keep your company tax ID and address up to date; Peppol invoices require complete supplier party details.
Important
  • A PEPPOL ID must be globally unique on the Peppol network — no two businesses share the same identifier.
  • Without a PEPPOL ID, Peppol exports fall back to your email as the endpoint, which is not valid for real Peppol delivery.

Data Export (GDPR)

Invotify gives you full access to your own data, in support of the GDPR right to data portability (Article 20). There are two complementary ways to get your data out, available on every plan.

CSV exports (for your accountant): Download focused spreadsheets you can open in Excel, Numbers, or any accounting tool. These live where the data lives and require an active subscription: - Customers — exported from the Customers page (Export CSV): name, email, phone, tax ID, full address, and created date. - Invoices — exported from the invoice list: invoice number, status, dates, customer, currency, subtotal, tax, discount, totals, paid amount, payment provider/status, and notes. You can filter by date range and status.

Full JSON archive (complete backup): One structured JSON file containing everything you have visibility into — your account and business profile, customers, all documents (invoices, quotes, credit notes, expenses), templates, recurring schedules, payments and tax presets, bank connections, products and stock movements, customer files and notes, and an audit trail. Field names are aliased so the archive is readable and does not expose internal database details. The archive is downloaded from Settings → Privacy & Data and works even if your subscription has lapsed.

Steps

  1. 1

    CSV: open the matching page

    Export customers from the Customers page and invoices from the invoice list, using their Export CSV actions.

  2. 2

    Full archive: open Privacy & Data

    Go to Settings → Privacy & Data and click "Download My Data" for the complete JSON archive.

  3. 3

    Download

    Invotify generates the file and downloads it to your computer — CSV files open in any spreadsheet app; the JSON archive opens in any text editor.

Is data export available on the Starter plan?

Yes. CSV exports and the full JSON archive are available on every plan. The JSON archive (and account deletion) stay available even if your subscription has lapsed; the CSV exports require an active subscription.

What format is the data in?

CSV for the customer, invoice, and payment exports (open in any spreadsheet), and a single structured JSON file for the complete archive.

Does the export include sensitive credentials?

No. The archive intentionally omits sensitive internal values such as payment-processor customer IDs and access tokens — it contains your business data, not secret keys.

Tips
  • Export your data regularly as a backup, and always before cancelling or deleting your account.
  • Use the dated CSV exports to hand clean records to your accountant at period end.
  • Company-wide JSON data is restricted to owners and admins so a member cannot export everyone else’s records.

Account Deletion

When you no longer need Invotify, you can permanently delete your account in support of the GDPR right to erasure (Article 17). This is available on every plan.

Deletion is irreversible. To prevent accidents, you must type the exact phrase DELETE MY ACCOUNT to confirm. Once confirmed, Invotify: 1. Cancels any active subscription (best effort). 2. Purges your company data and the company record (if you are the owner). 3. Purges your personal data, profile, and login. 4. Clears your uploaded files from storage. 5. Signs you out.

If you are a member of a company you do not own, deleting your account removes your membership but leaves the company and its data intact for the remaining team.

Steps

  1. 1

    Back up first

    Export your data (CSV and/or the full JSON archive) before you delete — deletion cannot be undone.

  2. 2

    Open Privacy & Data

    Go to Settings → Privacy & Data and choose to delete your account.

  3. 3

    Type the confirmation phrase

    Enter DELETE MY ACCOUNT exactly to confirm you understand the action is permanent.

  4. 4

    Confirm deletion

    Invotify cancels your subscription, erases your data, clears your files, and signs you out.

Can I recover my account after deleting it?

No. Deletion is permanent and your data cannot be restored. Export everything you need first.

What happens to my subscription when I delete my account?

Invotify cancels any active subscription as part of the deletion process so you are not billed again.

I am on a team I don’t own — what gets deleted?

Only your personal account and membership are removed. The company you belong to and its data remain intact for the rest of the team.

Important
  • Account deletion is permanent and cannot be reversed.
  • All invoices, quotes, customers, products, templates, files, and other records are permanently erased.
  • Always download a data export before deleting your account.