E-Invoice Preparation Kit | Roadmap 2026–2028 & Incoming Invoice Log | For Small Businesses | Instant Download

📅 E-INVOICING PREPARATION KIT — Roadmap, Incoming Log & Checklist for the 2025–2028 Transition

The mandatory use of e-invoices is coming in stages: You've been required to receive them since January 1, 2025, and issuing them will become mandatory from 2027/2028. This kit brings order to the transition — with a decision tree, an incoming invoice log, and a checklist that automatically tracks your progress.

✔ WHAT'S INSIDE
• Timetable sheet: Decision tree in 3 questions shows your personal deadline — including deadline table (obligation to receive since 01/01/2025; obligation to issue from 01/01/2027 for previous year's turnover exceeding €800,000; obligation for everyone from 01/01/2028) and special cases (small-value invoices up to €250, small businesses, B2C)
• Incoming invoice log: Date, sender, amount, format (XRechnung/ZUGFeRD/PDF/Paper via dropdown), storage location, "XML archived?", paid on, input tax — with automatic evaluation (recorded invoices, genuine e-invoices, missing archiving)
• Readiness checklist: Receipt, archiving, migration, communication — progress (“X of Y completed”) is automatically calculated from your status information.
• Neutral provider comparison grid (costs, XRechnung/ZUGFeRD, GoBD archive, DATEV export) — we deliberately do not recommend any provider
• Word document (E_Rechnung_Fahrplan.docx): Timetable + checklist compact on 2 pages for printing or sharing with the team
• Instruction sheet in simple German + realistic sample data

✔ FOR WHOM
Small business owners and self-employed individuals who want to prepare for the mandatory e-invoicing in good time and without panic — regardless of whether their own deadline is 2027 or 2028.

✔ FORMAT
Excel (.xlsx) + Word (.docx) — also works with Google Sheets/Docs and LibreOffice. Instant download after payment. All fields are fully customizable.

⚠ IMPORTANT & HONEST
This template DOES NOT CREATE an e-invoice (no XML)! A true e-invoice (XRechnung or ZUGFeRD) is a structured XML file—no Excel or Word template can reliably provide this. Our kit handles receipt, archiving, and conversion. To issue your own e-invoices, you will need suitable software from your effective date—there are many free and inexpensive options (see the provider comparison grid for assistance). This is not legal or tax advice. Information provided without guarantee, current as of July 2026—please briefly review transitional rules before important decisions (e.g., the German Federal Ministry of Finance's FAQ on "E-Invoicing").

🦊 TEMPLATE FOX — designed by us, created with AI support, carefully checked.
Part of the Fuchs family of useful tools. Questions? Write to us — we'll help quickly.