Templates & checklists

Working documents we use with clients, published as they are polished:

• E-invoicing readiness checklist — the questions from the readiness check as a printable list for project kick-offs.
• Invoice field mapping table — EN 16931 core terms mapped to common ERP export fields (start from the glossary and the invoice guide).
• Access Point RFP template — the selection checklist restructured as request-for-proposal questions with scoring.

Each item links to the living page it derives from, so the web version is always the freshest.

Updated: August 29, 2026