←

For: Accounting (with finance access)

1. Company & team → Customers & assignment locations: "➕ Add customer" with address, billing rate and surcharges. For construction services to building contractors, enter "§ 13b" and the VAT ID.

   Open customers

2. Service record: download it per customer and month as Word or have it confirmed online with "🔗 Link".

   Open service record

3. Invoices → "🧾 Invoice template (logo, texts)": set the logo, introduction, closing text and footer and check the preview.

   Open invoices

4. Create the invoices for the month. They start as drafts: check them, then "✓ Issue". Only then does the invoice get its sequential number and can no longer be changed (GoBD).

5. Error in an issued invoice? Don't delete it; cancel it ("Yes, create cancellation invoice") and issue a new one.

6. For public contracting authorities, download the XRechnung and upload it to the authority's portal.

Next: Capture receipts and pass them to DATEV →

Something unclear? Write to us.

WP Digital Ranger · 🌐 Deutsch · Français · Polski · Español · Italiano · Legal notice · Help · Contact · Privacy · Terms of use · Data processing agreement