How to create an invoice using the Invoice Tool

Invoices can now only be submitted via the new Invoice Tool. Below, you will be guided through the invoice creation process step by step.

Step 1: Open "Company Settings"

To get started, click on your business card icon in the top right corner in your account. From the menu, select the top option Company Name (You need to be logged in before clicking this link).

➤ Important: Select the Company Name next to the ⓘ icon, not the Contract Name which is shown below the Company Name.

Step 2: Open "Monthly Statements"

From the menu on the left, select Monthly Statements. Then click on the Create New Invoice button to continue.

Step 3: Enter your bank and tax details

In this step, you will be asked to review and complete your bank and tax information. Any changes can be made by clicking the pencil icon next to the corresponding section.

For your bank details, you can choose whether to enter your information using an IBAN or a bank account number.

You will also need to specify whether you are a small entrepreneur according to §19 UStG. Please select the option that applies to your business:

• If you select No, you are required to enter your Sales Tax Identification Number (VAT ID No.).
• If you select Yes, you have to enter your Personal Tax Identification Number.

After entering or updating your information, make sure to save your changes by clicking Save.

Finally, confirm that all information is correct by checking the box “I accept that this info is correct.”

Step 4: Select Account, Period and Amount

In this step, please select the required account and choose the billing period. Please note that months are only available if statements exist for that period.

Next, enter the amount. Make sure to use a dot as the decimal separator (for example: 10.00 €).

If you have an additional account, you can include its revenue on the same invoice by clicking Add New Contract.

Step 5: Review and Submit the Invoice

In the final step, you will see an overview of your invoice. Please review all details carefully and if everything is correct, submit the invoice.

Note: With the introduction of the new Invoice Tool, PayPal is no longer supported as a payment method. As an alternative, you can use services like Wise or Revolut by adding their bank details to your invoice before submission.