Outgoing document, payment, payment reminder and incoming document belong to the job – the same number, the same line items. The e-invoice is in the core, not an add-on. For your tax advisor there are DATEV posting batches and a document package; direct transfer is the goal.
Quote, order, invoice, credit note, cancellation. Partial invoice, progress invoice, cumulative final invoice. Every document has a continuous number and an archive that does not change silently. What has to be corrected becomes a new document – no eraser.
Customer, site, tax and text come from the same fields the office already knows. The letterhead belongs to the business, not to a second template. A change order on site is the same document type, with a signature on the device.
Quote against times, wages and stock withdrawals – live, not only at the month-end closing. At 80 % of the budget, the job warns you before the crew keeps working without a change order.
ZUGFeRD and XRechnung come from the same source as the PDF. The structured XML is the original once the duty applies – then a PDF alone is not enough. The roadmap for the 2027/2028 duty belongs in the software, not in a blog post on the side.
The document carries a payment note with bank details. Online payment will follow. Upload the bank statement as CSV: Sollmaß suggests matches to open items, you confirm. The office sees the open list in the morning – not only the tax advisor once a quarter.
Reminder and reminder run on the document. Reminder run at the push of a button: level 1 directly, from level 2 with approval. Nobody should have to call because “someone should take a look some time”.
Supplier document to the job. Scan and matching as a draft, approval by the office. Material belongs where it was used – not in an “Incoming invoices” folder without a job.
DATEV posting batches and a document package for your tax advisor; direct transfer is the goal. We do not claim a certification that we do not have. Lexware: file export and import. sevDesk: export.
Interfaces · GoBD · Pricing