Bruno Koch, Founder
Electronic Bill Presentment & Payment
Electronic Invoice Presentment & Payment
Electronic Statement Presentment
Electronic eXchange
E-Billing
E-Invoicing
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* Welcome * Hoşgeldiniz * Boa vinda * Benvenuti * Velkommen * Bienvenido * Welkom * Bem-
Vindo * здравствулте * Välkommen * Herzlich Willkommen * Tervetuloa * υποδοχή *
Witamy * Üdvözöljük * Bienvenue * Vítejte * Vitajte* Bine ati venit * Isten Hozott * Fàilte * Tervetuloa *
…to delegates coming from these 31 countries:
* USA * France * Chile * Spain * Canada * Denmark * Mexico * Norway * The United Kingdom * China * Portugal
* Switzerland * Russia * India * Finland * Bulgaria * Greece * Germany * Ireland * Czech Republic * Poland *
Austria * Sweden* Slovenia * Hungary * Luxembourg * Belgium * Italy * The Netherlands * Estonia * United Arab
Emirates * Romania *
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Summit 2009: Participants per country
30+ 20-29 1-910-19
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E-Invoicing market dynamics in Europe
2008
• Roughly 1 million businesses use E-Invoicing (in a tax
compliant manner)
• 25 million consumers
• One billion electronic invoices
Expectation for 2009, every day
• 1,200 businesses
• 11,000 consumers
will become new E-Invoicing users
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0
10
20
30
40
50
60
70
80
90
Finland
n=245
Sweden
n=198
Germany
n=341
Norway
n=235
Denmark
n=229
% S
ME
s is
su
ing
ele
ctr
on
ic i
nvo
ices
2006
2008
Plans for 2010/2011
Source: tns gallup
on behalf of Itella, 2008
E-Invoice usage of small/mid-sized senders
SMEs as new E-Invoicing users (1)
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SMEs as new E-Invoicing users (2)
0
5
10
15
20
25
30
35
40
1-2 emp.n=1463
3-5 emp.n=824
6-9 emp.n=535
10-49 emp.
n=618
50-249 emp.
n=208
% S
ME
s i
ssu
ing
ele
ctr
on
ic
invo
ices
2008
Plans for 2010/2011
Source: AETIC/everis, 2008
E-Invoice usage of Spanish small/mid-sized senders
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Electronic invoice data exchange
Service Provider exch.
Tax compliant
2004 2009
Bilateral el. exchange
Tax compliant
Bilateral el. exchange
Not Tax compliant
- missing authentication
- missing integrity
- Original deleted and
copy archived
Paper
invoices
Source: Billentis
% o
f all in
vo
ices
10 --
20 --
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Electronic Invoice Exchange in companies of 7 EU countries
Source: European Commission
The European e-Business Report 2008
Outlook:
PDF or EDI or both?
Roundtable 1
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Trends for large organisations
Today Next steps
Large trading parties already on
board
SMEs, by considering their special
situation regarding skills, systems,
processes
Domestic trading parties International suppliers/customers
Opt-In roll-out Change to Opt-Out: Declare E-
Invoicing as mandatory, sanctions
for unwilling counterparts
Dematerialisation of invoices Full integration & process
automation
Proprietary solutions International standards
Standard features of ERP providers
Interconnection among service
providers: limited number and
based on bilateral solutions
Large accounts increase the
pressure for improvement
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Solutions for SMEs (1)
Rich offering for bilateral or service provider model is
available:
• Users of accounting or ERP systems
E-Invoice Management features integrated parts or
Add-Ins (SAP, Microsoft, …)
• Invoicing portals
with modular packages, most with a limited number of
free e-Invoices per months
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Solutions for SMEs (2)
• Client software (comparable to Outlook) for inbound
orders and outbound invoices, most with Purchase
Order flip feature
• Printer drivers
• PDF Mailers with or without enrichments (signature,
structured data mapping, etc.)
• Office Tools / Add-Ins, e.g. ebInterface (AT), WinDTE
(CL), FactOffice (SP)
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FactOffice: http://factoffice.codeplex.com/
Solutions for SMEs (3)Office Word feature: Open Source Add-In
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Obstacles for faster market development
• Lack of interest
• Missing transparency
• Inappropriate respectively confusing marketing
communication of stakeholders
• Insufficient collaboration among various stakeholders
• Heterogeneous international legislation
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Legislation Region
Strictest rules Many countries in Latin America
Strict rules Germany, Italy, Switzerland, …
Moderate rules Nordic countries, The Netherlands,
United Kingdom
North America
Australia
Not yet finalized and official rules Most countries in
Asia
Africa
Heterogeneous international legislation
For detailed guidance in terms of national legislation, see
http://ec.europa.eu/taxation_customs/taxation/vat/traders/invoicing_rules/index_en.htm
Equal treatment of paper and electronic invoices Roundtable 2
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Accelerators for market development
• Recession and the resulting pressure for cost
reduction; interesting business case for users
• Private sector– Large issuers and recipients
– Providers with their rich offerings of applications and
services
• Public sector– Projects on national level, declaring E-Invoicing as
mandatory
– Projects on EU level• Developing pilots which can be adopted by others
• Pushing harmonisation
• Pushing standardisation
• Pushing interconnectivity among service providers
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Soon the perfect environment?
Unique situation in 2009
• Initiatives involve all major stakeholders
• Well coordinated regarding content and timing
• Market awareness, recognition and maturity sharply
increasing
• Right ingredients at the right time in whole Europe
Ideal environment for a strong uptake of the market
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Are you still waiting and
thinking about E-Invoicing?