SAP DRC & Tax Compliance

Germany's B2B e-Invoicing Mandate: ZUGFeRD, Peppol and the 2027 Deadline

Receiving has been mandatory since January 2025. Issuing becomes mandatory on 1 January 2027 for most companies. What that means for the invoices you send, the invoices you receive, and your SAP landscape.

Client briefing  ·  September 2026  ·  CFOs, Finance, PMs

Download Full Briefing (PDF, EN)

Since 2025

Every business must be able to receive e-invoices — no consent required

1 ene 2027

Issuing mandatory for companies with turnover above €800,000

1 ene 2028

All remaining businesses; the EDI transition ends

2 formats

ZUGFeRD and XRechnung — plus Peppol BIS as a channel format


Context

What the Law Changed

The Growth Opportunities Act (Wachstumschancengesetz) rewrote the invoice definition in German VAT law. From 2025 there are two categories: the e-invoice (structured, EN 16931-compliant, machine-readable) and the 'other invoice' — paper, PDF, image, anything else. For domestic B2B supplies between German-established businesses, only the first category will satisfy the law once the transition ends.

What has not changed: there is no state platform, no registration, no approval of service providers and no obligation to report invoice data to the tax administration. Germany deliberately separated the format reform (now) from a reporting system (expected with the EU's ViDA package, around 2030 and later).

1 ene 2025

E-invoice definition applies; receiving is mandatory for everyone

2025–2026

Transition: paper and PDF still allowed for issuing, with the customer's agreement

1 ene 2027

Issuing mandatory where prior-year turnover exceeds €800,000

1 ene 2028

All remaining businesses; EDI arrangements must also meet the standard

From 2030

EU-wide digital reporting under ViDA; a national reporting system is expected to follow

Obligations

All domestic businesses — including small ones and landlords with VAT-taxable supplies — must be able to receive e-invoices today. Turnover above €800,000 in the prior year: must issue from 1 Jan 2027. Everyone else: from 1 Jan 2028. Small businesses under the VAT small-business scheme are exempt from issuing — but must still receive them.

Out of Scope

Invoices up to €250 (small-amount invoices) and travel tickets. Certain VAT-exempt supplies (financial services, insurance, health, education, property). B2C invoices, and supplies where the customer is not established in Germany — these follow the other country's rules.

The Structured Part Leads

In a hybrid file the XML is decisive. If the PDF and the XML disagree, the XML is the invoice — and the difference is a compliance problem.

Complete Information in the Data

All mandatory VAT information must be inside the structured data, not only in an attached delivery note, contract or PDF layout.

Corrections Follow the Same Rule

A correction to an e-invoice must itself be electronic and structured.

Validation Is Strongly Advised

Both outgoing and incoming invoices should be validated, and the result documented — it is the evidence that you exercised due care.

Input VAT Deduction

Once the transition ends, deduction rests on receiving a proper e-invoice with complete information in the structured data.


How It Works

How a German e-Invoice Travels

There is no prescribed route. The law governs the content and format, not the channel — so the decision you actually have to make is which channel gives you control, proof of delivery and automation on both sides.

Peppol Network

Addressed delivery between access points, with confirmations.

EDI Connection

Established partners; must meet the standard from 2028.

Customer/Supplier Portal

Upload or download, often imposed by large customers.

E-mail with the File Attached

Legally sufficient — operationally the weakest option.

What the Law Requires

A structured invoice meeting EN 16931, complete VAT information in the data, and an unchanged structured file kept for the statutory retention period.

Why 'E-mail Is Enough' Is Expensive

An e-mail inbox satisfies the letter of the law, and the tax administration has said so. It gives you no delivery confirmation, no addressing standard, no duplicate control and no straight-through processing — so the cost moves from the project budget to the accounts payable team, every day, invoice by invoice.

Germany in Context

Germany
ModelDirect exchange, no platform
Authorities see invoices?Not today
LiveReceiving 2025 · issuing 2027–2028
France
ModelApproved platforms + public directory
Authorities see invoices?Invoice and status data
LiveSince 1 Sep 2026
Spain
ModelPrivate platforms + public repository
Authorities see invoices?Every invoice, as original or copy
LiveFrom 1 Oct 2027

The Formats

ZUGFeRD, XRechnung and Peppol BIS

Three names, one European standard underneath. They differ in what a human can see, who mandates them, and how they travel.

ZUGFeRD

= Factur-X in France. A hybrid file: a PDF a person can read, with the structured XML embedded inside it. One file, two audiences. For B2B customers of every size.

XRechnung

Pure XML, the German public-sector specification of EN 16931. No visual layer. Mandatory for invoices to federal public bodies.

Peppol BIS

The EN 16931-compliant format used on the Peppol network (pure XML). A channel-native format: what travels when you send through Peppol.

ZUGFeRD Profiles: the Detail that Decides Compliance

MINIMUMNot Valid

Only booking-level data — not a complete invoice.

BASIC WLNot Valid

Header data without invoice lines.

BASICValid

Simple invoices with lines, a subset of the standard. Valid for simple cases.

EN 16931 (COMFORT)Valid

The full European standard — the usual target.

EXTENDEDValid

Adds industry and cross-border detail beyond the standard.

XRECHNUNGValid

The XRechnung specification inside a ZUGFeRD container.

Many accounting tools still default to MINIMUM or BASIC WL because it is enough to book an invoice. Check what your systems actually produce — and what your suppliers send you.

Still Valid

XRechnung 3.x and ZUGFeRD 2.3 / 2.4 remain valid for domestic invoicing. Nothing you send today becomes invalid on 1 January 2027.

The 2026 Revision

EN 16931 received its largest update since 2017 — more business terms, designed to be ready for ViDA reporting.

New Releases

ZUGFeRD 2.5 (mid-2026) implements the new standard; XRechnung 4.0 follows for the public sector. Plan an upgrade path, not a rush.


The Channel

Peppol: the Channel Germany Did Not Mandate

Peppol is an international network for exchanging business documents. You connect once to an access point, your partners connect to theirs, and documents travel between them using agreed formats and addresses — like e-mail, but with identity, structure and delivery confirmation. Germany uses it for public-sector invoicing and it is spreading through B2B.

Peppol
Proof of deliveryYes, confirmed
Cross-border reachStrong across the EU and beyond
E-mail Attachment
Proof of deliveryNo
Cross-border reachNone
EDI
Effort per new partnerHigh — a project each
Fits the mandate?Until 2028, then must meet the standard
Customer Portals
Proof of deliveryScreen, not system
Cross-border reachNone

A Common Trap

The realistic German set-up: most companies end up with a channel mix — Peppol for partners who are reachable there and for the public sector, EDI where it already runs, and ZUGFeRD by e-mail as the fallback for the long tail of smaller customers and suppliers. The goal is not one channel — it is one place in SAP where all of them are visible.


The Two Sides

Invoices You Issue, Invoices You Receive

Issuing and receiving have different deadlines, owners and failure modes. From 1 January 2027 every domestic B2B invoice you issue must be a compliant e-invoice; receiving has been mandatory since 2025, and volume will jump sharply as your suppliers make the transition.

Issuing (Your Customers)

Format and channel per customer, held in the customer master. Completeness of VAT data inside the XML. Corrections and credit notes in the same format and channel. Archiving of the structured file, unchanged, for the statutory period.

Receiving (Your Suppliers)

Read the XML, not the PDF, to post. Compare PDF and XML in hybrid files and stop discrepancies. Check the ZUGFeRD profile on arrival. Duplicate control across channels.

A Migration Plan that Fits the Time Left

Now

Public-sector customers and the largest automated customers

Q4 2026

Top customers by volume and by revenue

December 2026

The long tail, by default format

January 2027

First invoice run under the obligation

Structured Share

Percentage of supplier invoices arriving as valid e-invoices

Touchless Rate

Invoices posted without anyone opening them

Exception Ageing

How long blocked or invalid invoices sit before resolution

Days to Post

From arrival to posting — protects early-payment discounts


The SAP Side

Impact on SAP

SAP Document and Reporting Compliance (DRC) covers Germany: it creates the electronic invoice from the billing document, produces XRechnung or ZUGFeRD, connects to Peppol through SAP Business Technology Platform, and shows every document and its status in one monitor — the eDocument Cockpit.

Outbound Formats

Format determination per customer: ZUGFeRD, XRechnung or Peppol BIS.

Channels

Peppol through SAP BTP; e-mail, EDI or portal for the rest.

Inbound

Incoming e-invoices into the cockpit, then invoice verification (MM, VIM or Ariba).

Master Data

Peppol IDs, Leitweg-ID, VAT IDs, bank data, invoice-receipt addresses.

Archiving

Structured originals and validation results kept and retrievable.

Monitoring

Daily review of errors and rejections, with an owner.

What Changes, by Role

CFO

A deadline with VAT consequences, and a cost question on both sides of the ledger.

Accounting & Tax

Format compliance, corrections, archiving and input VAT evidence.

Accounts Receivable

Customer master data becomes routing data; rejected files come back to billing.

Accounts Payable

Structured invoices replace PDFs; the XML drives the posting.

PM & IT

DRC set-up, BTP connectivity, roles, testing and monitoring.

Lessons from SAP e-Invoicing Projects

Master data first. Most rejected invoices trace back to a missing identifier or address. Stay on standard. Custom conversions age badly — new format versions arrive regularly. Plan roles and connectivity early; they delay more projects than mapping does. Test with real partners, not only with sample files. Close the side doors — every bypass channel becomes an audit finding. One design, several countries. Germany, France and Spain share the same building blocks.


How We Help

How 30 Advisory Can Help

A founder-led boutique specialised in SAP DRC & e-invoicing compliance, S/4HANA Finance optimisation and CFO/CIO strategic advisory, delivering across European mandates.

1 · Prepare

Readiness assessment for both sides

What you issue today, what you receive, and where each stands against 2027. Format and channel strategy: ZUGFeRD as default, XRechnung where required, Peppol where it pays.

2 · Explore

Fit-gap against EN 16931

Customer and supplier segmentation by channel. Finance design: billing content, master data, corrections, validation and archiving.

3 · Realize

SAP DRC implementation and Peppol connectivity

SAP DRC implementation and configuration, Peppol connectivity through SAP BTP, inbound automation into invoice verification.

4 · Deploy

Partner testing before the 2027 cut-off

Training for AR and AP teams, operating procedures and an evidence pack for auditors.

5 · Run

Ongoing monitoring and roadmap to 2028

SAP notes, new format versions (ZUGFeRD 2.5, XRechnung 4.0), KPIs and hypercare.

Short on Time Before 2027?

A focused four-week assessment gives you the gap list, the format and channel decision, and a migration plan for your largest customers — enough to protect the January invoice run.

Founder-led

Finance + SAP DRC depth

Multi-country: Italy, Turkey, Spain

Boutique agility


Governance

Roles, Key Dates and Next Steps

The State does not certify your software or your processes. Proving that your invoicing, reporting and archiving are compliant remains your responsibility.

Tax Advisors

Scope and exemptions, VAT treatment, input VAT and correction rules.

Auditors & Internal Control

Retention requirements and the audit-proof archive. Controls over validation, completeness and archiving.

SAP Advisor · 30 Advisory

Design, build and run the SAP and channel solution for both sides. Produce the evidence auditors ask for.

Key Dates

1 ene 2025

Receiving mandatory for every domestic business

1 ene 2027

Issuing mandatory where prior-year turnover exceeds €800,000

1 ene 2028

All remaining businesses; EDI must meet the standard

1 sep 2027

France: SMEs must issue (relevant for groups with French entities)

1 oct 2027

Spain: B2B mandate starts for companies above €8M turnover

From 2030

EU ViDA digital reporting; a German reporting system is expected to follow

Next Steps

1. Confirm which entities cross the €800,000 threshold — the test is prior-year turnover, per entity. 2. Decide the default format and channel, and where Peppol earns its place. 3. Clean customer and supplier master data, including routing identifiers. 4. Automate the inbound side so 2027 volumes do not land on the AP team. 5. Prove archiving and validation — pick five invoices and try to produce the originals. 6. Plan the 2028 wave and the new format versions as a recurring cycle, not a project.

Three Questions We Get Asked Most

Can we keep sending PDFs in 2027?

Only where the customer is out of scope, the invoice is exempt or under €250, or your entity is still in the 2028 group.

Do we need a service provider?

Not legally. In practice, one is what gives you Peppol reach, delivery evidence and one channel instead of four.

Is ZUGFeRD enough?

Yes, in a compliant profile — provided the structured data is complete and matches the PDF a customer reads.

Not Sure What This Means for Your SAP Landscape?

We'll map your issuing, receiving and channel strategy against the German mandate in a 1-hour diagnostic session.

Schedule Assessment (1 hour)