Convert PDF to XRechnung – On-Premises

Treesoft PDF2XRechnung Converter

A simple PDF is not an e-invoice. If you want to convert your PDF invoice into an XRechnung so you can send an e-invoice, you don’t need to switch systems—you just need a clean conversion process. The Treesoft PDF2XRechnung Converter converts existing PDF invoices locally on your own system (on-premises) into structured e-invoices, validates them before saving, and, if desired, also handles filing, sending, and documentation.

This makes the solution particularly appealing to companies, microbusinesses, and SMEs that want to keep sensitive billing data in-house, do not want a cloud connection, and wish to continue using their existing software.

Treesoft has deliberately chosen a different approach here. You can continue to work with Excel, Word, LibreOffice, or your existing software. The Treesoft PDF2XRechnung Converter generates an XRechnung or ZUGFeRD invoice from the finished PDF invoice. When saved, the invoice is automatically validated, recorded in the outgoing invoice ledger, archived in compliance with GoBD, and stored in the database in a tamper-proof format—all locally on your system (on-premises).

This gives Excel and Word a solid foundation for day-to-day invoicing again:

• You'll keep using your usual templates and workflows.
• You don't have to enter invoices twice.
• You automatically verify the generated e-invoice before saving it.
• You automatically file the invoice according to your specifications.
• You must record each outgoing invoice in the outgoing invoice ledger in a way that allows for verification.
• You can also save the generated files to your hard drive in the desired formats.
• You also store the invoices in the database in a way that prevents them from being modified.
• For the tax audit, you provide a CSV export of the accounting data as a GDPdU data export.

So if you’re currently preparing invoices using Excel or Word, you don’t have to throw everything out the window. With the Treesoft E-Invoice Toolkit, you can continue using your existing workflow and add exactly the features needed to make your e-invoicing process GoBD-compliant.

Convert PDF to XML – in the correct e-invoice format

Whether you’re searching for “convert PDF to XML,” “convert PDF to XML,” or “convert PDF invoice to XML”: If you want to convert a PDF invoice into an XRechnung or ZUGFeRD invoice, just any XML file won’t do. You need a standardized e-invoice format—either an XRechnung in CII or UBL format, or a ZUGFeRD invoice with embedded XML.

The Treesoft PDF2XRechnung Converter generates exactly the formats you need for your invoicing process:

• XRechnung in CII format (Cross Industry Invoice)
• XRechnung in UBL format (Universal Business Language)
• ZUGFeRD Invoice (PDF/A-3 with embedded XML)
• All three formats at the same time, if desired

This is how the desire to convert a PDF to XML results in a technically accurate and ready-to-use e-invoice.

Generate e-invoices without changing existing processes

Whether it’s ERP, Word, Excel, LibreOffice, or a custom application: The Treesoft PDF2XRechnung Converter doesn’t rely on the authoring system, but rather on the finished PDF invoice. This is exactly why you can keep your existing processes in place while still setting up a seamless e-invoicing workflow.

The only important thing is that all content relevant to the e-invoice appears in the PDF file as text, not as an image. The company details that appear as images on the letterhead are stored in the configuration file and are retrieved from there.

The process can be carried out manually or fully automatically:

• You create the invoice as usual in your ERP system, in Excel, Word, or LibreOffice.
• You print the PDF invoice to a specified directory.
• The converter automatically recognizes and classifies the PDF invoice.
• It uses this data to generate XRechnung and/or ZUGFeRD.
• He validates the generated e-invoice before saving it.
• It assigns file names according to your specifications.
• It automatically files the documents and maintains the accounts receivable ledger.
• Upon request, he initiates the automatic sending of the email, including attachments.

How the Treesoft PDF2XRechnung Converter Works

One-time setup for your invoices

To ensure that the content of your PDF invoices is mapped to the appropriate BT fields (Business Terms in XRechnung), Treesoft will set up a custom configuration for your company. To do this, please submit a few typical sample invoices, such as:

• single-page invoices
• multi-page invoices
• Invoices Without Sales Tax
• EU and International Invoices
• Other scenarios from your day-to-day business

The setup includes the classification of typical document types such as invoices, credit memos, cancellation invoices, installment invoices, partial invoices, and final invoices. The one-time setup fee is 299.00 EUR.

Cost Estimation Assistance and Preliminary Review

With the cost estimation tool, you can estimate your projected costs in advance based on your workstations and annual invoices. To do so, use the form on this page and provide us with these exact figures. During the consultation, we’ll give you an estimate of your annual costs. Upon request, we’ll also check—free of charge—whether your PDF invoice is fully readable.

Open a PDF or process it fully automatically

Once set up, you can open individual PDF invoices directly or automate the entire process. As soon as the PDF is saved to a specified folder, the converter automatically handles the rest of the processing. The result is available immediately.

This way, you can convert a PDF invoice into an XRechnung, create an XRechnung from a PDF, or convert a PDF invoice into ZUGFeRD without having to re-enter items, amounts, addresses, or tax information manually.

Validate automatically before saving

Before the generated invoice is saved, the toolkit automatically validates it. If any errors are displayed, you can cancel the process, make corrections, and check it again.

• You spot problems right away.
• You can cancel the process if necessary.
• If validation fails, no tokens will be deducted.
• The transaction is not charged until it has been successfully validated and saved.

Save it in the format you need

If the validation is successful, save the invoice in exactly the format you need:

• as an XRechnung in CII format
• as an XRechnung in UBL format
• as a ZUGFeRD invoice
• or in all three formats at the same time

Automated Shipping and Flexible Workflows

Not only can the sending process be automated—the entire conversion process can be automated. You define exactly how your workflow should proceed. Email texts, subject lines, file names, attachments, and follow-up steps can all be customized to meet your needs.

The process remains flexible:

• You are free to write the email messages yourself.
• You can customize the subject line, mailing logic, and workflows to meet your needs.
• You can automatically include additional attachments.
• You can extend the workflow using a scripting language.
• Upon request, Treesoft can program customized workflows for your company.

For example, you can attach copies of supporting documents, measurement lists, the validation report, or other supplementary documents directly to the invoice.

Video: PDF2XRechnung Converter – Explained Quickly and Concisely

Video: PDF2XRechnung Converter – Features in Detail

More Than Just Conversion: Validation, Archiving, and Auditing

The Treesoft PDF2XRechnung Converter doesn’t stop at converting the file. It supports the entire output process.

• Automatic validation of the generated invoice
• Automatic entry in the outgoing invoice ledger
• GoBD-compliant filing of outgoing invoices
• Immutable storage in the database
• Additional storage on the hard drive in the desired formats
• Well-organized archiving instead of a mere collection of files
• CSV export of accounting data for the tax audit as a GDPdU data export

This makes the converter not just a tool for conversion, but a solution for creating, validating, sending, storing, and archiving outgoing invoices.

Save Money with XRechnung Templates

You can save on setup costs by using the XRechnung templates created by Treesoft for invoicing. These templates already include the configuration required for the PDF2XRechnung Converter.

Who Will Find the PDF2XRechnung Converter Especially Useful

The Treesoft PDF2XRechnung Converter is particularly useful for:

• Companies using ERP software that cannot process e-invoices at all or can do so only to a limited extent
• Companies using custom software without full e-invoicing functionality
• Microenterprises and SMEs
• Businesses that create invoices using Excel, Word, or LibreOffice
• Accounts Receivable
• Accounts Payable
• Audit
• Business decision-makers who are looking for a local (on-premises) solution instead of a cloud solution

This solution is particularly effective in situations where ready-made PDF invoices are already available and need to be quickly, accurately, and transparently converted into e-invoices.

Convert PDF to XRechnung Now

The Treesoft PDF XRechnung Converter is the right solution if you want to quickly and transparently convert existing PDF invoices into XRechnung or ZUGFeRD format locally on your own system (on-premises). You can keep your existing software, avoid duplicate data entry, and gain a complete workflow for validation, sending, filing, the outgoing invoice ledger, and GoBD-compliant archiving.

• Preliminary Readability Check: Free of Charge
• One-time setup fee: 299.00 EUR
• Processing: locally on your system (on-premises)

Download the Treesoft E-Invoicing Toolkit now, use the cost calculator, and talk to Treesoft about your estimated annual costs.

Prices and Token Costs

Depending on the version you choose—FREE, BASIS, PLUS, or PRO—in combination with the token package you select, the cost of conversion, including validation and generating a ZUGFeRD invoice, ranges from 0.56 EUR to 4.00 EUR—the choice is yours.

FAQ – Frequently Asked Questions About the Treesoft PDF2XRechnung Converter

Additional Modules in the Treesoft E-Invoice Toolkit

The Treesoft PDF2XRechnung Converter is a module in the Treesoft E-Invoice Toolkit. Depending on your needs, you can add additional modules to the workflow:

• XRechnung Viewer for opening, reading, and structured archiving
• XRechnung Validator for validating an XRechnung
• XRechnung Editor for editing and adding missing information
• XRechnung Creator for manually creating new XRechnungen
• ZUGFeRD Creator for creating a ZUGFeRD invoice (XRechnung + PDF invoice)

This way, the solution grows with your needs—from verifying individual invoices to a complete e-invoicing workflow.

Fleyer, Price List, and Documentation

• Flyer
• Price List
• Sample Calculation
• Cost Estimation Guide

Documentation

Treesoft E-Invoice Toolkit User Manual

Order tokens from the online store

• Online Store

Downloading the e-invoice toolkit and setting up a token account does not entail any obligation on your part.