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  2. ZUGFeRD with Excel – Create review-required E-Invoices – test first, then request access

ZUGFeRD with Excel – Create review-required E-Invoices – test first, then request access

📢 Important notice: ZUGFeRD conversion with 7-PDF Attach Extract and Remove + API token is available only after testing, request and subject to availability.

PDF-to-ZUGFeRD conversion is a specialized solution for suitable, machine-readable PDF invoices and controlled manual invoice runs. Please test with your own invoices before submitting a request. Licenses and API tokens can only be provided after review.

ℹ️ Test first, then request access

The AI-assisted conversion does not replace invoicing, accounting or ERP software and is not intended for unlimited bulk conversion, unattended dark processing, SaaS/portal/managed-service use or arbitrary/scanned PDFs.

If parser errors occur during the trial, or if the generated ZUGFeRD data is not fully correct, you should not purchase a license or subscription and should use a native e-invoicing solution instead.

📥 Open guide – Use ZUGFeRD with Excel and prepare e-invoices in a controlled workflow

Create ZUGFeRD e-invoice from Excel via PDF print ZUGFeRD with Excel can be relevant for users who want to use existing Excel invoices as the starting point for a controlled PDF/ZUGFeRD workflow. With 7-PDF Printer Professional and the AI-assisted service 7-PDF Invoice Extractor, suitable, machine-readable Excel invoices can be prepared via PDF printing and then converted into a review-required PDF/ZUGFeRD e-invoice.

The required PDF/A-3b for this workflow can be created with 7-PDF Printer. After PDF/A creation, the PDF printer can trigger the AI-assisted processing step via 7-PDF Attach Extract and Remove (CLI). The AI function is available in this tool via both GUI and command line.

Through controlled PDF printing, a PDF/A-3 with an embedded XML file in the ZUGFeRD format can be prepared. Invoice data is detected from suitable documents using AI-assisted analysis and must then be checked professionally, formally and technically.

Important: This solution does not replace native invoicing, accounting or ERP software with its own e-invoice generation. It is intended for controlled manual invoice runs with subsequent review.

🎁 Test first: The trial version includes 10 free processing runs for an initial suitability test with your own Excel invoices or PDF invoices. An API token/subscription is only available afterwards upon request, review and availability.

Further details on the required components, licenses, API token and prerequisites can be found in our FAQ. Please read these notes completely before submitting a request.

💡 Step-by-step instructions

You’ll find the setup steps and downloads here:

👉 Quick Guide - Setting up ZUGFeRD4Excel

  • 🖨 Configure PDF/ZUGFeRD printing with the OptionSet “Invoice Extractor”

    👉 via 7-PDF Printer (see Quick Guide - Setting up ZUGFeRD4Excel)

  • 📂 Open your Excel invoice or use our demo invoice as an example
  • 🤖 AI-assisted analysis of suitable invoice data – without additional macros or VBScript changes in the Excel file
  • 📄 Create a PDF/A-3 with embedded XML based on suitable source data
  • ✅ Check the generated file afterwards – optionally also with the 7-PDF e-invoice Validator

🌐 Alternative: ZUGFeRD Online Portal

Alternative use: Suitable PDF invoices can also be processed in the online portal. Use our ZUGFeRD Online Portal at https://konverter.zugferd-rechnungen.de/en/

  • 📄 Save your Excel or Word invoice as PDF
  • 🔼 Upload PDF – convert with AI support into a review-required PDF/ZUGFeRD e-invoice
  • 💾 Download the PDF with embedded XML and check it afterwards

To use the service, you need an approved 🔐 API token for our AI-assisted invoice data extractor (7-PDF Invoice Extractor). API token packages are only available after prior testing, request, review and availability check.

✅ GDPR-oriented processing
🌐 Browser-based processing of suitable PDF invoices
📲 OS-independent – also usable on tablets, smartphones & more
🇩🇪 German server location
🔐 SSL-encrypted data transfer
👨‍💻 We do not store invoice data permanently

🌐 Open ZUGFeRD Portal

🎬 Video: ZUGFeRD Online Portal

🎯 Conclusion

ZUGFeRD with Excel can be a controlled way to convert suitable, machine-readable Excel invoices into review-required PDF/ZUGFeRD e-invoices. Before productive use, your own invoices should be tested in trial mode and all generated results should be checked carefully.

⚠️ Manual review required

AI-assisted ZUGFeRD e-invoices must always be checked visually, technically and content-wise before being forwarded. Responsibility for the invoice remains with the user.

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