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Receiving and keeping e-invoices

XRechnung and ZUGFeRD: store the structured original unchanged, have it checked locally and keep the evidence.

Who this is for:
Owners
Editors
 1 min readUpdated: 02/09/2026
Document list in ImmoDok: a received e-invoice with the amounts read out and its validation status

Step by step

  1. Upload the e-invoice, as XML (XRechnung, UBL) or as a PDF with embedded data (ZUGFeRD, Factur-X).Just like any other document
  2. Let ImmoDok read the invoice data: amount, date, issuer and VAT are prefilled.The original is never modified
  3. Check the verdict in the document details: valid, with notes, invalid, or not checked.Validation runs locally, no third parties
  4. Keep the original: the retention duty of § 14b UStG attaches to the structured file itself.ImmoDok stores it byte-identical with checksum

The result: The structured original sits unchanged with validation report and checksum, and the amounts count in the yearly summary.

Open in the product

DocumentsFolder

What if it does not work?

The status stays "not checked".
Formal validation requires the locally installed validator. Without it the invoice is still fully stored and read, only the verdict is missing.
Amounts were not read.
Not every PDF carries structured data. In that case add amount and date by hand in the metadata dialog.

Related guides

Recording an invoice as a receiptAmount, date, issuer and factual category: turning the invoice PDF into a receipt the yearly summary counts.Versions, corrections and the archiveA better copy never overwrites the original: replacing creates a new version, and every earlier one stays retrievable with its checksum.