{"product_id":"kundupplagg-faktureringsinstruktion-b2b-word-pdf-excel","title":"Customer Onboarding \u0026 B2B Billing Instructions – Customer Cards, E-Invoicing and Excel Registers | Word\/PDF\/Excel","description":"\u003cdiv class=\"mb-product-copy\"\u003e\n\n\u003cp\u003e\u003cstrong\u003eCustomer onboarding and billing instructions for businesses – Word, PDF and Excel.\u003c\/strong\u003e An administrative package to collect and verify business customers' billing address, company details, purchase references and e-invoice information. Suitable for finance departments, consultants and small businesses that want to organize their B2B customer data. The purchase includes 15 customer files in a digital ZIP.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eImportant disclaimer:\u003c\/strong\u003e the documents are not invoices, not an accounting system and do not perform automatic VAT checks. They do not create a payment obligation or the right to change an agreement. The actual content of the invoice, VAT and technical delivery must be checked separately for each transaction.\u003c\/p\u003e\n\n\u003ch2\u003eWhat are customer onboarding and billing instructions used for?\u003c\/h2\u003e\n\n\u003cp\u003eWhen a new business customer is onboarded or an existing customer changes their details, the salesperson needs to know which legal entity is to be invoiced, which address and reference apply and whether the invoice should be sent via Peppol or another channel. The package provides separate documents for data collection, change control, invoice preparation and e-invoice settings.\u003c\/p\u003e\n\n\u003cdiv style=\"margin:18px 0;padding:17px 19px;border:1px solid #c5d8e9;border-radius:12px;background:#f2f7fb\"\u003e\n\n\u003ch3 style=\"margin:0 0 9px\"\u003e01. Package contents\u003c\/h3\u003e\n\n\u003cp style=\"margin:0\"\u003e5 Swedish working documents, a Swedish user guide and an English User Guide in Word (DOCX) and corresponding searchable PDF files – 14 files in total – as well as 1 Excel workbook (XLSX). \u003cstrong\u003e15 customer files in a ZIP.\u003c\/strong\u003e Product version 1.0, 28 October 2026.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003cdiv style=\"margin:18px 0;padding:17px 19px;border:1px solid #c5d8e9;border-radius:12px;background:#f2f7fb\"\u003e\n\n\u003ch3 style=\"margin:0 0 9px\"\u003e02. What the files contain\u003c\/h3\u003e\n\n\u003cp style=\"margin:0\"\u003eCustomer card, billing instructions, change request, billing check, technical e-invoice check protocol and two guides. Excel has 9 tabs with empty customer registers, manual status fields and 7 simple summary formulas. No customer data or macros are included.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003ch2\u003eAll documents and file formats\u003c\/h2\u003e\n\n\u003ctable style=\"width:100%;border-collapse:collapse\"\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth style=\"padding:10px;border-bottom:2px solid #173c61;text-align:left\"\u003eFile\u003c\/th\u003e\n\n\u003cth style=\"padding:10px;border-bottom:2px solid #173c61;text-align:left\"\u003eFunction\u003c\/th\u003e\n\n\u003cth style=\"padding:10px;border-bottom:2px solid #173c61;text-align:left\"\u003eLanguage \/ format\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #e5ebf1\"\u003eCustomer onboarding and customer card\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #e5ebf1\"\u003eDetails of the legal buyer, references and verification source\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #e5ebf1\"\u003eSwedish · DOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #e5ebf1\"\u003eB2B billing instructions\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #e5ebf1\"\u003eInstructions on billing address, references, receiving channel and Peppol ID\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #e5ebf1\"\u003eSwedish · DOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #e5ebf1\"\u003eCustomer data change request\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #e5ebf1\"\u003ePrevious and new details and authorization check\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #e5ebf1\"\u003eSwedish · DOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #e5ebf1\"\u003eInvoice check – checklist\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #e5ebf1\"\u003eChecking details before invoicing in a separate invoicing system\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #e5ebf1\"\u003eSwedish · DOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #e5ebf1\"\u003eE-invoice – test protocol\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #e5ebf1\"\u003eTechnical receipt check, acknowledgment and deviations\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #e5ebf1\"\u003eSwedish · DOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #e5ebf1\"\u003eSwedish user guide\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #e5ebf1\"\u003eFilling order, legal limitations, invoice requirements and GDPR\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #e5ebf1\"\u003eSwedish · DOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #e5ebf1\"\u003eEnglish User Guide\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #e5ebf1\"\u003eEnglish instructions for Swedish working documents\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #e5ebf1\"\u003eEnglish · DOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #e5ebf1\"\u003eExcel register – 9 tabs\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #e5ebf1\"\u003eOverview, customer register, instructions, changes, checks, e-invoice, deviations, sources, Read me\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #e5ebf1\"\u003eSwedish · XLSX\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\n\u003ch2\u003ePractical workflow\u003c\/h2\u003e\n\n\u003col\u003e\n\n\u003cli\u003eCollect and verify company name, organization number and billing details in the customer card.\u003c\/li\u003e\n\n\u003cli\u003eCheck agreed payment information and actual receiving channel. Send or read in the billing instructions.\u003c\/li\u003e\n\n\u003cli\u003eWhen changing: document old and new details and verify sensitive changes via an independent, previously known contact channel.\u003c\/li\u003e\n\n\u003cli\u003eBefore invoicing: use the checklist in connection with a separate invoicing program. Assess the applicable VAT situation.\u003c\/li\u003e\n\n\u003cli\u003eFor e-invoices: test technical format and receipt, document acknowledgment and handle deviations.\u003c\/li\u003e\n\n\u003cli\u003eFollow up cases in Excel. An administrative status is not proof of legal compliance.\u003c\/li\u003e\n\n\n\u003c\/ol\u003e\n\n\u003ch2\u003eExcel – customer register with nine tabs\u003c\/h2\u003e\n\n\u003cp\u003eThe overview summarizes registered customers, customer cards with manual status value “Complete”, ongoing change cases, technically completed e-invoice checks and open deviations. The workbook is delivered empty, without example persons and without external connections. \u003cstrong\u003eNo formula determines whether an invoice is legally or tax-correct.\u003c\/strong\u003e Edited in Excel or a compatible spreadsheet program.\u003c\/p\u003e\n\n\u003ch2\u003eRules and limitations under Swedish law\u003c\/h2\u003e\n\n\u003cp\u003eAn invoice must normally contain the details specified in Chapter 17, Section 24 of the Value Added Tax Act (2023:200). There are special rules for, for example, simplified invoices and certain VAT situations. \u003ca href=\"https:\/\/www.skatteverket.se\/foretag\/moms\/saljavarorochtjanster\/fakturering.4.58d555751259e4d66168000403.html\" rel=\"nofollow\"\u003eThe Swedish Tax Agency explains the content of an invoice and exceptions.\u003c\/a\u003e\u003c\/p\u003e\n\n\u003cp\u003eA PDF sent via email is not automatically a structured e-invoice. The Act (2018:1277) applies under special conditions to invoices resulting from public procurement, not all private B2B invoices. \u003ca href=\"https:\/\/prod.upphandlingsmyndigheten.se\/digitalisering-och-e-handel\/e-handel\/regler-for-e-handel-och-e-faktura\/\" rel=\"nofollow\"\u003eThe Swedish Public Procurement Authority on e-invoice rules.\u003c\/a\u003e\u003c\/p\u003e\n\n\u003cp\u003eCustomer registers with names and contact details of natural persons are subject to GDPR when personal data is processed. The company needs to assess the legal basis, purpose, access and deletion. \u003ca href=\"https:\/\/www.imy.se\/verksamhet\/dataskydd\/det-har-galler-enligt-gdpr\/rattslig-grund\/\" rel=\"nofollow\"\u003eIMY on legal basis.\u003c\/a\u003e\u003c\/p\u003e\n\n\u003ch2\u003eFrequently asked questions\u003c\/h2\u003e\n\n\u003ch3\u003eIs the customer card an invoice?\u003c\/h3\u003e\n\n\u003cp\u003eNo. The customer card is a document with administrative details. The actual invoice is issued in the invoicing system and must meet applicable requirements for content and VAT.\u003c\/p\u003e\n\n\u003ch3\u003eCan I send a PDF instead of a Peppol invoice?\u003c\/h3\u003e\n\n\u003cp\u003eIt depends on the recipient and applicable rules. A PDF via email is not a structured e-invoice. Certain public procurements are subject to requirements for structured e-invoices.\u003c\/p\u003e\n\n\u003ch3\u003eCan Excel automatically check VAT and creditworthiness?\u003c\/h3\u003e\n\n\u003cp\u003eNo. The workbook counts administrative cases and status values. It does not perform VAT calculation, credit assessment or legal check.\u003c\/p\u003e\n\n\u003ch3\u003eHow do I handle changed payment details?\u003c\/h3\u003e\n\n\u003cp\u003eThe change should be verified through an independent, known contact channel. An email with new details is not enough as a secure check; especially changes to bank details require caution.\u003c\/p\u003e\n\n\u003ch3\u003eAre the templates in English?\u003c\/h3\u003e\n\n\u003cp\u003eThe five working documents and the Swedish guide are in Swedish. The accompanying English User Guide explains their use in English but does not constitute a translation of the documents.\u003c\/p\u003e\n\n\u003ch2\u003eRelated templates\u003c\/h2\u003e\n\n\u003cp\u003eSee \u003ca href=\"\/en\/collections\/mallar-for-fakturering\"\u003eInvoice templates\u003c\/a\u003e when you need an actual invoice template or another document for customer invoicing.\u003c\/p\u003e\n\n\u003ch2\u003eSources and version\u003c\/h2\u003e\n\n\u003cp\u003eProduct version 1.0. Internal AI-assisted review of legal sources 28 October 2026: Swedish Tax Agency, Value Added Tax Act (2023:200) Chapter 17, Act (2018:1277) and IMY's GDPR guidance. Functional document tests have been performed. No external legal review or authority approval is claimed.\u003c\/p\u003e\n\n\n\u003c\/div\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":56278120923478,"sku":"KUNDUPPLAGG-FAKTURA-B2B-V1","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/01_kundupplagg_faktura_huvudbild_1600.jpg?v=1793180478","url":"https:\/\/mallbutiken.se\/en\/products\/kundupplagg-faktureringsinstruktion-b2b-word-pdf-excel","provider":"Mallbutiken","version":"1.0","type":"link"}