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Editing text for negative invoices in BIS #133

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Sep 27, 2023
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Editing text for negative invoices in BIS #133

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2 changes: 2 additions & 0 deletions guide/release-notes/v3.0.16.adoc
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Expand Up @@ -6,6 +6,8 @@ Release date:: 2023-11-01

* A recommendation has been added to the Sales Order Reference element for handling cases where there is no Purchase Order Reference. This clarifies what to do with the mandatory UBL element for Purchase Order Reference. Example file is added which illustrates this.

* Text in section 4.6 on negative invoices edited to remove historic comparison to BIS2 and justification for the change. No functional change.

== Changes to code lists and validation artefacts

* The validation rule identified as PEPPOL-EN16931-R006, which ensures that only one Invoice Object is allowed at the document level in an invoice/credit note, has been removed. This is because it duplicates the European standard rule UBL-SR-04, making it redundant and unnecessary.
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14 changes: 4 additions & 10 deletions guide/transaction-spec/functionality/negative-invoices.adoc
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= Negative invoices and credit notes


In line with requirements of {EN16931} this BIS supports negative grand totals. This represents a significant change in comparison to {openpeppol}’s previous specifications where invoices and credit notes have non-negative total.

The argument for negative invoices is to open up for a wider spectrum of invoicing processes.
In line with requirements of {EN16931} this BIS supports negative grand totals in order to open up for a wider spectrum of invoicing processes.

Examples of such processes are

* Preliminary (estimated) consumption invoice that is balanced out in a later meter-based invoice;
* Pre-payment (with or without VAT) is settled through a final invoice; and
* Preliminary (estimated) consumption invoice that is balanced out in a later meter-based invoice;
* Pre-payment (with or without VAT) is settled through a final invoice; and
* Some user communities prefer to use negative invoice rather than credit note when correcting transactions.

====
NOTE: Buyers who value automatic matching of e-invoices to orders or invoicing objects may wish to limit the areas and situations where complex transactions can be accepted and voice their requirements at time of procurement.
====

The decision has the following implications on the transaction format:
This has the following implications on the transaction format:

* The invoice (now with “negative invoice capacity”) can function as an alternative to the credit note. Invoice-generating systems may implement either option, while invoice-receiving systems have to support both of them.
* The transaction format for credit note has to be designed to accommodate for negative grand total, as well; this is because an entire negative invoice may have to be balanced out by means of a credit note.
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