Israel Electronic Invoicing Features

The Israel Electronic Invoicing SuiteApp allows the generation of electronic documents (e-documents) that meet the compliance criteria by the Israel Tax Authority regarding the certification of invoices and credit memos.

After the subsidiary has been configured, users can access invoices and credit memos and generate the e-document that will be sent for certification and receive an Allocation Number. Only invoices and credit memos without applied discounts are supported.

Invoice and Credit Memo Certification

To receive an Allocation Number for an invoice transaction

1. Go to Transactions > Invoices.

2. Select the invoice that needs to be certified.

3. In the case of credit memos, go to Transactions > Credit memos.

4. Select the credit memo that needs to be certified.

5. Make sure that the Avalara E-document template is selected in the E-Document tab.

6. Click the Generate E-Document button. After that, the e-document is generated and is visible in the E-Document tab. Please note that the XML e-document can be downloaded but is not editable.

7. If the invoice e-document is ready to be sent for certification, click the Certify E-Document button.

8. The e-document status will be Certification In Progress until a response is sent. The status can be checked in the E-Document tab, which is periodically upated.

9. When the e-document status is Completed, the invoice has an Allocation Number field with the number assigned by the Israel Tax Authority for the transaction. The Allocation Number can then be included in Advanced PDF templates.

E-Document Fields

The e-documents generated with the Israel Electronic Invoicing SuiteApp are XML files in UBL format. The following table lists the fields defined by the Israel Tax Authority, with the corresponding NetSuite field.

Israel Tax Authority Field	Location in UBL file	NetSuite Field
-	Invoice/cbc:DocumentCurrencyCode	Currency (defined at Subsidiry level)
Invoice_ID	Invoice/cbc:ID	Transaction internal ID
Invoice_Date	Invoice/cbc:IssueDate	Date
Invoice_Type	Invoice/cbc:InvoiceTypeCode	Transaction type (305 for Invoice and 330 for Credit Memo)
Invoice_Note	Invoice/cbc:Note	Field Memo fro invoices
Vat_Number	Invoice/cac:AccountingSupplierParty/cac:Party/cac:PartyIdentification/cbc:ID	Subsidiary VAT Registration Number
Union_Vat_Number	Invoice/cac:AccountingSupplierParty/cac:Party/cac:PartyLegalEntity/cbc:CompanyID	Subsidiary Israel Union VAT Number
Customer_Vat_Number	Invoice/cac:AccountingCustomerParty/cac:Party/cac:PartyIdentification/cbc:ID	Tax Registration Number
Customer_name	Invoice/cac:AccountingCustomerParty/cac:Party/cac:PartyName/cbc:Name	Company Name
Vat_Amount	Invoice/cac:TaxTotal/cbc:TaxAmount	Total Tax Amount
Amount_Before_Discount	Invoice/cac:LegalMonetaryTotal/cbc:LineExtensionAmount	Net Amount Note that discounts are currrently not supported.
Payment_Amount	Invoice/cac:LegalMonetaryTotal/cbc:TaxExclusiveAmount	Net Amount Note that discounts are currrently not supported.
Payment_Amount_Including_Vat	Invoice/cac:LegalMonetaryTotal/cbc:TaxInclusiveAmount	Amount including taxes
Index	Invoice/cac:InvoiceLine/cbc:ID	item line number
Quantity	Invoice/cac:InvoiceLine/cbc:InvoicedQuantity	Quantity of the line (1 by default)
Measure_Unit_Description	Invoice/cac:InvoiceLine/cbc:InvoicedQuantity/@unitCode	Units
Total_Amount	Invoice/cac:InvoiceLine/cbc:LineExtensionAmount	Net amount
Item_Description	Invoice/cac:InvoiceLine/cac:Item/cbc:Description	Item description
Catalog_ID	Invoice/cac:InvoiceLine/cac:Item/cac:StandardItemIdentification/cbc:ID	Item name
Vat_Rate	Invoice/cac:InvoiceLine/cac:Item/cac:ClassifiedTaxCategory/cbc:Percent	Tax Rate
Price_Per_Unit	Invoice/cac:InvoiceLine/cac:Price/cbc:PriceAmount	Net Amount divided by Quantity

General Notices