Challenge
Easily and automatically generating ESR/ISR code and references for use as part of Swiss invoicing.
Solution
Version 2.87 and up
In ADvendio, users can easily generate the ISR/ESR reference number through use of automated fields and
Invoice ISR/ESR fields
- ESR Type; Please choose the appropriate ESR document Type (i.e. 01 or 03)
- ESR Amount; Amount to be invoiced.
- ESR Id: Enter your Debtor's Invoice identification number. (Will stay for each debtor.)
- Can be filled automatically using the Mapping BA
- ESR Number - Your Customer Number (max 9 digits - it will stay the same and identifies your company)
- Can be filled automatically using the Mapping BA
- ESR Code: Calculated automatically
- ESR Reference Number: Calculated automatically
Where is this used on the PDF?
The ESR Reference and amount are used in the Swiss QR Code Payment section of the invoice.
Where the ESR code has been generated, it will show in the condition of payment section of the Invoice PDF
Setup
- When the other fields are set, ESR Reference and ESR Code will be generated automatically - no additional setup needed
- Other fields can be set using the Mapping BA
- or custom triggers - ESR Amount
More information:
about the ISR Numbering System here: