Invoide Data Overview

When starting a new e-invoice entry, a form opens where you must enter the basic invoice details. Some fields - such as the invoice number, issue date and currency - are pre filled. However, most of the data must be entered manually.

Fields to Complete:

• Invoice Type
  Choose the appropriate document type. Always use positive values for prices and quantities, regardless of the document type.
  Available types:
  • Invoice - Standard document for delivered goods or services.
  • Pro Forma Invoice - Informational, without tax value; not legally considered an invoice.
  • Credit Note - Used to correct or reduce an amount on a previously issue invoice.
  • Summary Invoice - Covers multiple deliveries or services under a single billing.
  • Advance Invoice - Issued for prepayments before delivery.
  • Payment Request (UJP only) - A special document type used in Slovenia's public sector (not a regular invoice).
    
    
• Due Date
  Date by which the buyer must settle the payment.
  
  
• Delivery or Service Date
  Can be a single date or a date range when the service or delivery was completed.
  
  
• Business Process
  Indicates the related business process. The most common is P1 - Billing based on contract/order.
• Reference Document
  Required when a Business Process is selected. One of the following must be filled in: contract, order or delivery note.
• Purpose Code
  Selected from a list of standardized codes. Often required when using business processes.
• Structured Reference
  Must begin with SI or RF and contain maximum of 12 characters. No hyphens or spaces in the 5th position, and no more than two hyphens overall!
• Payment Method
  Select the payment method.
• Payment Purpose
  Optional description explaining the nature of the payment.

Important: All of the above fields are mandatory when invoicing public sector recipients (UJP) or banks, so we recommend always completing them.