generating electronic and printed invoices & reminders
Overview
The generalInvoiceRequestManager is an ATL COM module which provides methods to generate invoices, reminders, and credit advices for all roles and places.
Architectural blueprint
The input will be supplied through a programmatic interface. Thereafter the data is transformed into a standards-compliant XML invoice stream that is sent to the intermediate. Alternatively, one can force the invoice module to send the input to a print engine producing the appropriate invoice on paper. As a side effect of the encapsulation the developers of the main software do not need to care, format nor implement the XML invoice standard. To ensure standards-compliance, an invoice module leverages validation services provided by the companion validator modules.
Please also have a look at the Important Documents that serves as a jump start and might effect the ease of the implementation.
Keyfacts at a glance
Version 450 | ||
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Last update: | Friday, 16 August 2024 - 16:20:03 | |
Module version/date: | 4.50.035 | 16 Aug 2024 |
Interface version/date: | 4.50 | 2 Sep 2016 |
Covering: | XML schema 4.50 from 02. Sept. 2016 |
Version 440 | ||
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Last update: | Monday, 28 March 2022 - 14:26:02 | |
Module version/date: | 4.40.026 | 28 Mar 2022 |
Interface version/date: | 4.40 | 15 Mar 2013 |
Covering: | XML schema 4.40 from 1. Jan. 2013 |
Version 430 | ||
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Last update: | Monday, 21 January 2019 - 14:31:39 | |
Module version/date: | 4.30.016 | 21 Jan 2019 |
Interface version/date: | 4.30 | 26 Aug 2010 |
Covering: | XML schema 4.30 from 26 Aug. 2010 |
API browser
Date | Time | API version |
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12.09.22 | 10:30:54 | V4.50: View API browser |
12.09.22 | 10:30:54 | V4.50: Download API browser .CHM file |
04.03.21 | 10:16:32 | V4.40: View API browser |
04.03.21 | 10:16:32 | V4.40: Download API browser .CHM file |
23.03.18 | 16:08:08 | V4.30: View API browser |
23.03.18 | 16:08:08 | V4.30: Download API browser .CHM file |
Download area for generalInvoiceRequest related files
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outbound to medSRS.ch - port 80|443
The communication service is triggered inside the method IGeneralInvoiceRequest::SetTransport by using the queryRHS() patch as described in the API documentation.
Information about the Restful Webservice is available at medSRS.ch
INSTALLDIR=full_path_to_install_dir
Silent install:
generalInvoiceRequestInstaller.exe /s /v"/quiet INSTALLDIR=\"c:\my test\" "
Silent uninstall:
generalInvoiceRequestInstaller.exe /s /v"/quiet REMOVE=ALL INSTALLDIR=\"c:\my test\" "
Date | Version | Description | |||||||||||||||||||
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16.08.24 | 4.50.035 | GeneralInvoiceRequestManager with an update of the schema's ServiceAttributes as of August 2024 - cf. history Download GeneralInvoiceRequestManager installer (15.9 MB) |
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Versioning
Revision history
Actions for developers: none Actions for end users: install |
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show older builds ... | |||||||||||||||||||||
29.12.23 | 4.50.034 | GeneralInvoiceRequestManager with an updated QR-Code generation - cf. history |
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Versioning
Revision history The version of the QR-invoice has been updated to "IG QR-bill version 2.3 (valid as of 1 January 2024 resp. 21 November 2025)" by the copyright holder SIX. Among others the so called 'Combined Address' has been removed from the standard thus leaving only the address coding type 'Structured Address'. This measure has now made it necessary to create a new build of generalInvoiceRequest450, which takes into account and implements the above changes to the QR-invoice. You are encouraged to update to this build! Actions for developers: none Actions for end users: install |
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17.07.23 | 4.50.033 | GeneralInvoiceRequestManager installer with a bug fix regarding tmp files - cf. history |
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Versioning
Revision history Bug fixing, code improvements and optimizations have been made, among others these are:
Actions for developers: none Actions for end users: install |
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21.04.23 | 4.50.032 | GeneralInvoiceRequestManager with some bug fixes and important code refinements - cf. history |
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Versioning
Revision history Bug fixing, code improvements and optimizations have been made, among others these are:
Actions for developers: none Actions for end users: install |
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11.11.22 | 4.50.031 | GeneralInvoiceRequestManager with a 2nd important bug fix in IServiceExInput - cf. history |
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Versioning
Revision history
Actions for developers: none Actions for end users: install |
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08.11.22 | 4.50.030 | GeneralInvoiceRequestManager with an important bug fix in IServiceExInput - cf. history |
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Versioning
Revision history
Actions for developers: none Actions for end users: install |
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28.10.22 | 4.50.029 | generalInvoiceRequestManager with bug fixes and the new restserver generalInvoiceRequestManagerServer450 - cf. history |
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Versioning
Revision history
Actions for developers: possibly integrate Actions for end users: install |
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19.07.22 | 4.50.028 | GeneralInvoiceRequestManager with some minor code changes - cf. history |
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Revision history
Some bug fixing as well as a few internal code changes needed for the forthcoming Restful Webserver. Actions for developers: none Actions for end users: install |
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21.04.22 | 4.50.027 | GeneralInvoiceRequestManager with some minor bug fixes - cf. history |
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Revision history
Bug fixing, code improvements and optimizations have been made, among others these are:
Actions for developers: none Actions for end users: install |
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28.03.22 | 4.50.026 | GeneralInvoiceRequestManager with a XML feature update - cf. history |
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Revision history
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08.02.22 | 4.50.025 | GeneralInvoiceRequestManager installer with important code improvements - cf. history |
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Revision history
Code improvements and optimizations have been made, among others these are:
Actions for developers: none Actions for end users: install |
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21.01.22 | 4.50.024 | GeneralInvoiceRequestManager with a bug fix for stationary XML production - cf. history |
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Revision history
The attribute treatment@treatment='stationary' was not defined/set correctly in all cases when creating an XML invoice object. This error has been fixed with this bug fix. Software manufacturers producing stationary invoices should definitely install this build. Actions for developers: none Actions for end users: install |
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06.01.22 | 4.50.023 | GeneralInvoiceRequestManager with some code improvements - cf. history |
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Revision history
Code improvements and optimizations have been made, among others these are:
Actions for developers: none Actions for end users: install |
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10.12.21 | 4.50.022 | GeneralInvoiceRequestManager with some minor bug fixes - cf. history |
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Revision history
Cumulative update: a few small low-priority bugs have been corrected, which were reported by users of the COM modules over time. Actions for developers: none Actions for end users: install |
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16.09.21 | 4.50.021 | GeneralInvoiceRequestManager with a new validation binding for the tariffs 030,031,454 - cf. history |
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Revision history
Necessary code enhancements and internal bug fixes have been integrated as given by the following list:
Actions for developers: none Actions for end users: install |
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28.07.21 | 4.50.020 | GeneralInvoiceRequestManager installer with enhanced checks of the QR data - cf. history |
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Revision history
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08.04.21 | 4.50.019 | GeneralInvoiceRequestManager with an update for the Base64 processing - cf. history |
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Revision history
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16.01.21 | 4.50.018 | GeneralInvoiceRequestManager with an update of the schema's ServiceAttributes as of February 2021 - cf. history |
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Revision history
The Forum Datenaustausch has revised the generalInvoiceRequest450 schema (Revision 2) as of February 2021 regarding the service attribute list. The list is augmented by Bit 2 (0x000002): FranchiseFree_12e_d
Service Attributes are supplied by the lServiceAttributes variable or alternatively by including the defined keywords {Code207 | FranchiseFree_12e_d} as part of the bstrRemark variable - please study the documentation of Please note, that these service attributes are automatically migrated/printed onto the remark (e.g. "<Code207> ist definiert") in a printout. |
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15.12.20 | 4.50.017 | GeneralInvoiceRequestManager installer with updates for QR printing - cf. history |
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Revision history
Internal bug fixes have been integrated/applied as given by the following list:
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12.08.20 | 4.50.016 | GeneralInvoiceRequestManager installer with a bug fix in the auxiliary interface IServiceExInput - cf. history |
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Revision history
Internal bug fixes have been integrated as given by the following list:
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24.06.20 | 4.50.015 | GeneralInvoiceRequestManager installer with extended error checking of the QR-ESR data - cf. history |
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Revision history
Upon external requests, the parameters of the methods IGeneralInvoiceRequest::SetEsrQR and IGeneralInvoiceRequest::SetEsrRedQR are subjected to an extended error checking, especially regarding the correct use of QR-IBAN vs IBAN depending on the selected invoicing process. The build is therefore primarily aimed at stabilizing the standard compliance of the QR invoicing process. We advise all software users to install the new build before the QR invoicing process officially starts on July 1, 2020. Actions for developers: none Actions for end users: install |
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16.06.20 | 4.50.014 | GeneralInvoiceRequestManager installer with updates for special print scenarios - cf. history |
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Revision history
Out-of-the-normal print request like summary4debitor, summary4hc or summary4patient have been modified/corrected to the extent that the ESR part is only printed if the requested recipient address is identical to the debitor's address. In the case that the addresses differ, than the ESR part is excluded to avoid legally incoherent situations. For a profound understanding of the special printing situations, please refer to "Syntax of the printTemplate variable of the Print method". Actions for developers: none Actions for end users: install |
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19.05.20 | 4.50.013 | GeneralInvoiceRequestManager installer with updated patient invoice templates - cf. history |
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Revision history
The patient print template ("patient invoice") has been modified/augmented to the extent that the displayed biller and provider address blocks newly can include a mail and/or url portion. Of course, the new address portions are displayed only if previously set and defined in the corresponding IAddress interface methods. Since the number of address rows can be larger than before, the location of the address blocks have been adapted accordingly. Actions for developers: none Actions for end users: install |
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17.04.20 | 4.50.012 | GeneralInvoiceRequestManager with a new feature for improving connectivity - cf. history |
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Revision history
The electronic reachability of a recipient for a certain version of generalInvoiceRequest450 is kind of a chicken and egg problem. To solve this connectivity problem, the webservice medSRS (medical Standard Routing Service) has been created. By using the RESTful webservice method queryRHS one can find out, how and whether a specific recipient can be reached electronically. Please refer to the website medSRS.ch for getting an introduction to the topic or detailed information about the functionality of the webservice. Instead of inputting the argument bstrToEan literal, the string queryRHS(glnProvider,glnRecipient) is supplied virtually as a webservice call in the IGeneralInvoiceRequest::SetTransport method. The such given data is actually translated into the RESTful call of the same name. Please study the following URLs as well
It is strongly recommended that this new feature is used/implemented by the main software! Besides the implementation of the new feature (cf. above), some internal bug fixes have been performed as well. As a consequence, we strongly advise to move to this new build. Actions for developers: implement Actions for end users: install |
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06.09.19 | 4.50.011 | GeneralInvoiceRequestManager installer with updated TP print templates - cf. history |
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Revision history
The print template for the production of TP invoices and TP reminders has been augmented to the extent that critical payment information (reference number, subscriber number and/or IBAN account) besides displayed as ESR codingline or QR code is written redundantly into the footer of an invoice/reminder. This extension makes it possible to pay invoices/reminders even if the primary payment characteristic is partially or completely illegible. It should be noted that in addition to the programmatic changes to the DLL, the layout of the associated print templates must also be extended/changed. This change was carried out/implemented due to a corresponding demand of the insurances. Actions for developers: none Actions for end users: install |
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17.05.19 | 4.50.010 | GeneralInvoiceRequestManager installer with a bug fix - cf. history |
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Revision history
Internal bug fixes have been integrated as given by the following list:
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21.01.19 | 4.50.009 | GeneralInvoiceRequestManager installer with cumulative updates - cf. history |
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Revision history
Code enhancements, performance optimization and internal bug fixes have been integrated as given by the following list:
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17.08.18 | 4.50.008 | GeneralInvoiceRequestManager installer with code improvements - cf. history |
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Revision history
Code enhancements, performance optimization and internal bug fixes have been integrated as given by the following list:
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04.07.18 | 4.50.007 | GeneralInvoiceRequestManager installer with code improvements - cf. history |
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Revision history
Code enhancements and internal bug fixes have been integrated as given by the following list:
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07.03.18 | 4.50.006 | GeneralInvoiceRequestManager installer with an attachment related bug fix - cf. history |
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Revision history
Actions for developers: none Actions for end users: install |
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26.01.18 | 4.50.005 | GeneralInvoiceRequestManager installer with TarPSY induced changes - cf. history |
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Revision history
Actions for developers: none Actions for end users: install |
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13.12.17 | 4.50.004 | GeneralInvoiceRequestManager installer with corrections of internal bugs - cf. history |
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Revision history
The following two problems have been identified and corrected with this patch
We apologise for any inconvenience this might have caused! Actions for developers: none Actions for end users: install |
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24.11.17 | 4.50.003 | GeneralInvoiceRequestManager installer with tariff induced changes - cf. history |
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Revision history
Code enhancements and internal bug fixes have been integrated as given by the following list
Actions for developers: none Actions for end users: install |
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24.08.17 | 4.50.002 | generalInvoiceRequestManager installer with an additional fee note print template |
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Revision history
New feature added that allows printing fee notes onto a new print template suitable for that purpose. The new print templates are chosen automatically, as soon as the the supplied law is enORG and the tiers mode is enTiersGarant, respectively. All features like WEBSTAMP, LOGO, left- and right-sided recipient addressing are available as in the standard print templates. To get an in-depth knowledge about the new feature, than
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09.06.17 | 4.50.001 | generalInvoiceRequestManager installer - initial version |
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Revision history
Initial version V4.50 Please read the document "Changes from V4.40 to V4.50..." for an overview about the major changes Actions for developers: implement Actions for end users: install |
Date | Version | Description | |||||||
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28.03.22 | 4.40.026 | The usage of this version is deprecated - use a newer version!
GeneralInvoiceRequestManager with a XML feature update - cf. history Download GeneralInvoiceRequestManager installer (18.3 MB) |
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Revision history
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show older builds ... | |||||||||
06.01.22 | 4.40.025 | GeneralInvoiceRequestManager with some code improvements - cf. history |
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Revision history
Code improvements and optimizations have been made, among others these are:
Actions for developers: none Actions for end users: install |
|||||||||
10.12.21 | 4.40.024 | GeneralInvoiceRequestManager with some minor bug fixes - cf. history |
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Revision history
Cumulative update: a few small low-priority bugs have been corrected, which were reported by users of the COM modules over time. Actions for developers: none Actions for end users: install |
|||||||||
16.09.21 | 4.40.023 | The usage of this version is deprecated - use a newer version!
GeneralInvoiceRequestManager with a new validation binding for the tariffs 030,031,454 - cf. history |
|||||||
Revision history
Necessary code enhancements and internal bug fixes have been integrated as given by the following list:
Actions for developers: none Actions for end users: install |
|||||||||
08.04.21 | 4.40.022 | GeneralInvoiceRequestManager with an update for the Base64 processing - cf. history |
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Revision history
|
|||||||||
16.01.21 | 4.40.021 |
GeneralInvoiceRequestManager with an update of the schemas's ServiceAttributes as of February 2021- cf. history |
|||||||
Revision history
The Forum Datenaustausch has revised the generalInvoiceRequest440 schema as of February 2021 regarding the service attribute list. The list is augmented by Bit 2 (0x000002): FranchiseFree_12e_d
Service Attributes are supplied by the lServiceAttributes variable or alternatively by including the defined keywords {Code207 | FranchiseFree_12e_d} as part of the bstrRemark variable - please study the documentation of
Please note, that these service attributes are automatically migrated/printed onto the remark (e.g. "<Code207> ist definiert") in a printout. Actions for developers: possibly implement Actions for end users: install |
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19.05.20 | 4.40.020 | GeneralInvoiceRequestManager installer with updated patient invoice templates - cf. history |
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Revision history
The patient print template ("patient invoice") has been modified/augmented to the extent that the displayed biller and provider address blocks newly can include a mail and/or url portion. Of course, the new address portions are displayed only if previously set and defined in the corresponding IAddress interface methods. Since the number of address rows can be larger than before, the location of the address blocks have been adapted accordingly. Actions for developers: none Actions for end users: install |
|||||||||
06.09.19 | 4.40.018 | GeneralInvoiceRequestManager installer with updated TP print templates - cf. history |
|||||||
Revision history
The print template for the production of TP invoices and TP reminders has been augmented to the extent that critical payment information (reference number, subscriber number and/or IBAN account) besides displayed as ESR codingline or QR code is written redundantly into the footer of an invoice/reminder. This extension makes it possible to pay invoices/reminders even if the primary payment characteristic is partially or completely illegible. It should be noted that in addition to the programmatic changes to the DLL, the layout of the associated print templates must also be extended/changed. This change was carried out/implemented due to a corresponding demand of the insurances. Actions for developers: none Actions for end users: install |
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21.01.19 | 4.40.017 | GeneralInvoiceRequestManager installer with cumulative updates - cf. history |
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Revision history
Code enhancements, performance optimization and internal bug fixes have been integrated as given by the following list:
|
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17.08.18 | 4.40.016 | GeneralInvoiceRequestManager installer with code improvements - cf. history |
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Revision history
Code enhancements, performance optimization and internal bug fixes have been integrated as given by the following list:
|
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04.07.18 | 4.40.015 | GeneralInvoiceRequestManager installer with code improvements - cf. history |
|||||||
Revision history
Code enhancements and internal bug fixes have been integrated as given by the following list:
|
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07.03.18 | 4.40.014 | GeneralInvoiceRequestManager installer with an attachment related bug fix - cf. history |
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Revision history
Actions for developers: none Actions for end users: install |
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26.01.18 | 4.40.013 | GeneralInvoiceRequestManager installer with TarPSY induced changes - cf. history |
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Revision history
Actions for developers: none Actions for end users: install |
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13.12.17 | 4.40.012 | GeneralInvoiceRequestManager installer with corrections of internal bugs - cf. history |
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Revision history
The following two problems have been identified and corrected with this patch
We apologise for any inconvenience this might have caused! Actions for developers: none Actions for end users: install |
|||||||||
24.11.17 | 4.40.011 | GeneralInvoiceRequestManager installer with tariff induced changes - cf. history |
|||||||
Revision history
Code enhancements and internal bug fixes have been integrated as given by the following list
Actions for developers: none Actions for end users: install |
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24.08.17 | 4.40.010 | GeneralInvoiceRequestManager with an additional fee note print template |
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Revision history
New feature added that allows printing fee notes onto a new print template suitable for that purpose. The new print templates are chosen automatically, as soon as the the supplied law is enORG and the tiers mode is enTiersGarant, respectively. All features like WEBSTAMP, LOGO, left- and right-sided recipient addressing are available as in the standard print templates. To get an in-depth knowledge about the new feature, than
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06.07.17 | 4.40.009 |
GeneralInvoiceRequestManager installer with code improvements |
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Revision history
Code enhancements and internal bug fixes have been integrated as given by the following list
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02.07.15 | 4.40.008 | generalInvoiceRequestManager installer with code improvements and bug fixes |
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Revision history
Internal bug fixes and code enhancements as given by the following list
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18.03.15 | 4.40.007 | generalInvoiceRequestManager installer with bug fixes and a new print feature |
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Revision history
The new build contains internal bug fixes and a new print feature.
The print object PRINTLANGUAGE=language; forces forces the usage of the print_template for the supplied language and |
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10.12.14 | 4.40.006 | generalInvoiceRequestManager installer with code improvements and bug fixes |
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Revision history
The new build contains improvements and internal bug fixes - DLL interface untouched
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18.06.14 | 4.40.005 | generalInvoiceRequestManager installer with a needed recompilation |
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Revision history
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24.03.14 | 4.40.004 | generalInvoiceRequestManager installer with an IBAN related bug fix |
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Revision history
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Date | Version | Description | |
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21.01.19 | 4.30.016 | The usage of this version is deprecated - use a newer version!
GeneralInvoiceRequestManager installer with cumulative updates - cf. history Download GeneralInvoiceRequestManager installer (18.2 MB) |
|
Revision history
Code enhancements, performance optimization and internal bug fixes have been integrated as given by the following list:
|
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show older builds ... | |||
04.07.18 | 4.30.015 | GeneralInvoiceRequestManager installer with code improvements - cf. history |
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Revision history
Code enhancements and internal bug fixes have been integrated as given by the following list:
|
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07.03.18 | 4.30.014 |
GeneralInvoiceRequestManager installer with an attachment related bug fix - cf. history |
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Revision history
Actions for developers: none Actions for end users: install |
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24.11.17 | 4.30.013 | GeneralInvoiceRequestManager installer with tariff induced changes - cf. history |
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Revision history
Code enhancements and internal bug fixes have been integrated as given by the following list
Actions for developers: none Actions for end users: install |
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06.07.16 | 4.30.012 | generalInvoiceRequestManager installer with code improvements |
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Revision history
Code enhancements and internal bug fixes have been integrated as given by the following list
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02.07.15 | 4.30.011 | generalInvoiceRequestManager installer with code improvements and bug fixes |
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Revision history
Internal bug fixes and code enhancements as given by the following list
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10.12.14 | 4.30.010 | generalInvoiceRequestManager installer with code improvements and bug fixes |
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Revision history
The new build contains improvements and internal bug fixes - DLL interface untouched
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30.09.14 | 4.30.009 | generalInvoiceRequestManager installer with a bug fix regarding service categorization |
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Revision history
Services of type DRG extensions had been re-categorized from unclassified to DRG in 2013. A bug fix became necessary when loading very old XML invoices. The module now correctly categorize services of type DRG extensions that formerly had been created with unclassified status. Actions for developers: none Actions for end users: install |
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18.06.14 | 4.30.008 | generalInvoiceRequestManager installer with a needed recompilation |
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Revision history
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24.03.14 | 4.30.007 | generalInvoiceRequestManager installer with a changed whitelist behaviour and an IBAN related bug fix
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Revision history
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