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Bruno Koch, Founder Electronic Bill Presentment & Payment Electronic Invoice Presentment & Payment Electronic Statement Presentment Electronic eXchange E-Billing E-Invoicing

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Page 1: E X E-B E-Invoicing - Billentis Home - elektronische · PDF fileDematerialisation of invoices Full integration & process automation Proprietary solutions International standards

Bruno Koch, Founder

Electronic Bill Presentment & Payment

Electronic Invoice Presentment & Payment

Electronic Statement Presentment

Electronic eXchange

E-Billing

E-Invoicing

Page 2: E X E-B E-Invoicing - Billentis Home - elektronische · PDF fileDematerialisation of invoices Full integration & process automation Proprietary solutions International standards

© Bruno Koch, Billentis - Reproduction is authorised provided the source is acknowledged. page 211.10.2009

* 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 *

Page 3: E X E-B E-Invoicing - Billentis Home - elektronische · PDF fileDematerialisation of invoices Full integration & process automation Proprietary solutions International standards

© Bruno Koch, Billentis - Reproduction is authorised provided the source is acknowledged. page 311.10.2009

Summit 2009: Participants per country

30+ 20-29 1-910-19

Page 4: E X E-B E-Invoicing - Billentis Home - elektronische · PDF fileDematerialisation of invoices Full integration & process automation Proprietary solutions International standards

© Bruno Koch, Billentis - Reproduction is authorised provided the source is acknowledged. page 411.10.2009

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

Page 5: E X E-B E-Invoicing - Billentis Home - elektronische · PDF fileDematerialisation of invoices Full integration & process automation Proprietary solutions International standards

© Bruno Koch, Billentis - Reproduction is authorised provided the source is acknowledged. page 511.10.2009

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)

Page 6: E X E-B E-Invoicing - Billentis Home - elektronische · PDF fileDematerialisation of invoices Full integration & process automation Proprietary solutions International standards

© Bruno Koch, Billentis - Reproduction is authorised provided the source is acknowledged. page 611.10.2009

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

Page 7: E X E-B E-Invoicing - Billentis Home - elektronische · PDF fileDematerialisation of invoices Full integration & process automation Proprietary solutions International standards

© Bruno Koch, Billentis - Reproduction is authorised provided the source is acknowledged. page 711.10.2009

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 --

Page 8: E X E-B E-Invoicing - Billentis Home - elektronische · PDF fileDematerialisation of invoices Full integration & process automation Proprietary solutions International standards

© Bruno Koch, Billentis - Reproduction is authorised provided the source is acknowledged. page 811.10.2009

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

Page 9: E X E-B E-Invoicing - Billentis Home - elektronische · PDF fileDematerialisation of invoices Full integration & process automation Proprietary solutions International standards

© Bruno Koch, Billentis - Reproduction is authorised provided the source is acknowledged. page 911.10.2009

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

Page 10: E X E-B E-Invoicing - Billentis Home - elektronische · PDF fileDematerialisation of invoices Full integration & process automation Proprietary solutions International standards

© Bruno Koch, Billentis - Reproduction is authorised provided the source is acknowledged. page 1011.10.2009

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

Page 11: E X E-B E-Invoicing - Billentis Home - elektronische · PDF fileDematerialisation of invoices Full integration & process automation Proprietary solutions International standards

© Bruno Koch, Billentis - Reproduction is authorised provided the source is acknowledged. page 1111.10.2009

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)

Page 12: E X E-B E-Invoicing - Billentis Home - elektronische · PDF fileDematerialisation of invoices Full integration & process automation Proprietary solutions International standards

© Bruno Koch, Billentis - Reproduction is authorised provided the source is acknowledged. page 1211.10.2009

FactOffice: http://factoffice.codeplex.com/

Solutions for SMEs (3)Office Word feature: Open Source Add-In

Page 13: E X E-B E-Invoicing - Billentis Home - elektronische · PDF fileDematerialisation of invoices Full integration & process automation Proprietary solutions International standards

© Bruno Koch, Billentis - Reproduction is authorised provided the source is acknowledged. page 1311.10.2009

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

Page 14: E X E-B E-Invoicing - Billentis Home - elektronische · PDF fileDematerialisation of invoices Full integration & process automation Proprietary solutions International standards

© Bruno Koch, Billentis - Reproduction is authorised provided the source is acknowledged. page 1411.10.2009

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

Page 15: E X E-B E-Invoicing - Billentis Home - elektronische · PDF fileDematerialisation of invoices Full integration & process automation Proprietary solutions International standards

© Bruno Koch, Billentis - Reproduction is authorised provided the source is acknowledged. page 1511.10.2009

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

Page 16: E X E-B E-Invoicing - Billentis Home - elektronische · PDF fileDematerialisation of invoices Full integration & process automation Proprietary solutions International standards

© Bruno Koch, Billentis - Reproduction is authorised provided the source is acknowledged. page 1611.10.2009

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

Page 17: E X E-B E-Invoicing - Billentis Home - elektronische · PDF fileDematerialisation of invoices Full integration & process automation Proprietary solutions International standards

© Bruno Koch, Billentis - Reproduction is authorised provided the source is acknowledged.11.10.200911.10.2009 page 17

Are you still waiting and

thinking about E-Invoicing?