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Creating Order Documents
Go to Service Panel > 3D Projects and select an existing order.
Select Add Order Document
Choose the type of Document you want to create:
Order Confirmation
Delivery Note
Invoice
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.
Past documents can be accessed from the order summary.
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To reference the correct Order Confirmation on the Delivery Notes and Invoices the Order Confirmation Number with the last created date is displayed in the documents.
Bulk-
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Creation of
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Order Documents
Go to the Orders table in the Service Panel
Select one or more orders
Select More Actions
Choose one of the following
Create invoices
Create delivery notes
Create confirmation notes
The generated PDFs…
…are automatically attached to each order.
…will be opened in a new tab each.
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In case you generated multiple order documents, but only one new tab opened, then please check if your browser prevented opening multiple tabs or pop-ups. |
Customizing
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Your Order Notes
You can fully customize the order notes using HTML templates. For more information see https://3yourmind.atlassian.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. 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 help you get started
Supported version and profile: ZUGFeRD 2.3.2 Extended
Enabling ZUGFeRD / Factur-X Invoices
To enable this functionality:
Go to
Admin Panel > Fulfillment Partners > Advanced Settings.Enable the setting: “Generate invoices in ZUGFeRD / Factur-X format”.
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:
Follow the steps in Downloading Invoices to generate an invoice.
The invoice will automatically be created in ZUGFeRD format, embedding XML data inside the PDF.
You can preview or download the invoice as usual.
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If the service generating the invoice is not located in Germany or France, the invoice will be generated in the regular PDF format, and a warning message will be shown. |