Invoice Generation Agent
Generate outgoing invoices - Paragraph 14 UStG, e-invoicing, GoBD-archived.
Creates outgoing invoices from service data, determines VAT rates, selects the e-invoice format, assigns sequential invoice numbers and archives in GoBD-compliant format. Fully rule-based.
Score Dashboard
What This Agent Does
Outgoing invoicing is the mirror image of invoice receipt. Every outgoing invoice must contain the mandatory fields per Paragraph 14 UStG, show the correct VAT rate, be sent in the right format and be archived GoBD-compliantly. The number range must be sequential and gap-free - a core GoBD requirement.
The Decision Layer breaks invoice creation into eight decision steps - all fully rule-based. Service data is retrieved from the source system, mandatory fields assembled, VAT rate determined, e-invoice format selected, payment terms inserted, invoice number assigned, sent and archived.
The result: highest readiness in the entire Finance catalog. Zero AI decisions, zero human decisions. Every outgoing invoice is formally correct, in the right format and GoBD-compliantly archived. The error rate for outgoing invoices drops to zero.
Micro-Decision Table
Retrieve service data Which services are billed? Rules Engine
Database query from order or contract
Decision Record
Challengeable: Yes - rule application verifiable. Objection possible for incorrect data or wrong rule version.
Assemble mandatory fields Are all mandatory fields per Paragraph 14 UStG present? Rules Engine Auditor
Population from template and master data
Decision Record
Challengeable: Yes - rule application verifiable. Objection possible for incorrect data or wrong rule version.
Challengeable by: Auditor
Determine VAT rate 19%, 7%, intra-community or third country? Rules Engine Auditor
UStG rules by service type and customer location
Decision Record
Challengeable: Yes - rule application verifiable. Objection possible for incorrect data or wrong rule version.
Challengeable by: Auditor
Select e-invoice format XRechnung, ZUGFeRD or PDF? Rules Engine
Configuration from customer master data
Decision Record
Challengeable: Yes - rule application verifiable. Objection possible for incorrect data or wrong rule version.
Insert payment terms Which payment terms apply? Rules Engine
From customer contract data
Decision Record
Challengeable: Yes - rule application verifiable. Objection possible for incorrect data or wrong rule version.
Assign invoice number Which invoice number is assigned? Rules Engine Auditor
Gap-free, sequential - core GoBD requirement
Decision Record
Challengeable: Yes - rule application verifiable. Objection possible for incorrect data or wrong rule version.
Challengeable by: Auditor
Dispatch How is the invoice sent? Rules Engine
Dispatch method from customer configuration (email, portal, EDI)
Decision Record
Challengeable: Yes - rule application verifiable. Objection possible for incorrect data or wrong rule version.
GoBD-compliant archiving Is the invoice immutably archived? Rules Engine Auditor
Automatic archiving with timestamp
Decision Record
Challengeable: Yes - rule application verifiable. Objection possible for incorrect data or wrong rule version.
Challengeable by: Auditor
Decision Record and Right to Challenge
Every decision this agent makes or prepares is documented in a complete decision record. Affected parties (employees, suppliers, auditors) can review, understand, and challenge every individual decision.
Prerequisites
- ERP system with order or contract data
- Customer master data with e-invoice preferences
- Configured number range
- GoBD-compliant archiving system
Governance Notes
GoBD relevance: high - outgoing invoices are tax-relevant documents. The gap-free number range is a core GoBD requirement and frequent audit point. Paragraph 14 UStG defines the mandatory fields. E-invoicing obligation (XRechnung) for B2G since 2020, for B2B phased in from 2025. The agent is fully rule-based (0H/8R/0A) - highest readiness and lowest governance complexity in the catalog.
§203 StGB-relevant data is encrypted end-to-end and never passed to AI models in plain text.
Process Documentation Contribution
Infrastructure Contribution
The Invoice Generation Agent builds the AR infrastructure. The e-invoice generation (XRechnung/ZUGFeRD) is reused for all outgoing documents. The gap-free number range becomes the standard for all agents requiring sequential numbers. The dispatch infrastructure (email, portal, EDI) is shared with the Dunning Agent.
Related Agents
Dunning Agent
Monitor due dates, determine dunning levels, calculate default interest - automatically escalated.
Cash Application Agent
Read incoming payments, assign to debtors, clear invoices - automatically reconciled.
Receivables Management Agent
Analyse receivables portfolio, assess default risks, determine bad debt allowances.
Frequently Asked Questions
Are e-invoices supported?
Yes - XRechnung and ZUGFeRD. The format is configured per customer. B2G customers receive XRechnung, B2B customers ZUGFeRD or PDF per agreement. The e-invoicing obligation is automatically complied with.
What happens with a gap in the number range?
The agent prevents gaps architecturally - numbers are assigned sequentially and never skipped. Cancelled invoices keep their number and are marked as cancelled. This keeps the number range gap-free, as required by GoBD.
Can different number ranges be used for different business units?
Yes. Multiple number ranges per entity, business unit or invoice type are configurable. Each number range is independently gap-free. Assignment is automatic per configured rules.
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