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Creating Order Documents

1. Go to Service Panel > 3D Projects and select an existing order.

2. Select Add Order Document

3. Choose the type of Document you want to create: 

   1. Order Confirmation

   2. Delivery Note

   3. Invoice

4. Each document that is created will include creation details that show the type, a unique identification number, the employee who created the document, and the date it was generated.

5. Past documents can be accessed from the order summary.

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You can fully customize the order notes using HTML templates. For more information see https://3yourmind. To apply your custom templates, add them in the Admin Panel under:

Home › B3_Pdf › Order note templates

You can reach out to our Customer Support to obtain a template from which to startatlassian.net/l/cp/nhTiSXHF .

Generating Invoices in ZUGFeRD / Factur-X Format

In compliance with German and French regulations on e-Invoicing, we also support generating invoices in ZUGFeRD / Factur-X format. This hybrix format includes embedded XML data in a regular PDF, ensuring machine-readability for automated processing.

Supported version and profile: ZUGFeRD 2.3.2 Extended

Enabling ZUGFeRD / Factur-X Invoices

To enable this functionality:

1. Go to Admin Panel > Fulfillment Partners > Advanced Settings.

2. Enable the setting: “Generate invoices in ZUGFeRD / Factur-X format”.

3. Ensure your service’s Contact Information is set to an address in Germany or France and that you have provided a VAT number.

Creating a ZUGFeRD / Factur-X Invoice

Once the setting is enabled:

1. Follow the steps in Downloading Invoices to generate an invoice.

2. The invoice will automatically be created in ZUGFeRD format, embedding XML data inside the PDF.

3. You can preview or download the invoice as usual.