Help – Excel add-in
Getting started
- Open a workbook, Home → E-Invoice, then Set up. This creates the tabs Rechnungen (invoice lines), Kunden (customers), Verkäufer (your company) and Einstellungen (settings) with sample data.
- Replace the sample data with yours. One invoice = all rows with the same invoice number.
- In the pane pick an invoice, Check, then Create. The files are downloaded to your computer; the Status column shows “erstellt” with the time.
Formats
ZUGFeRD-PDF: a PDF/A-3 with the invoice data embedded (profile EN 16931, or XRECHNUNG when the customer has a Leitweg-ID). XRechnung (CII/UBL): the pure XML required by public-sector buyers. Choose in Einstellungen → Ausgabe.
Tax cases
Column Steuer: S standard (19 %/7 %), Z zero-rated, E exempt / Kleinunternehmer § 19, AE reverse charge § 13b, K intra-EU supply, G export, O not taxable. The legally required note is added automatically.
Layout
Accent colour, intro and closing text: tab Einstellungen. Logo: pane → Layout → choose a PNG or JPG (max. 300 KB); it is saved in the workbook.
Incoming e-invoices
Pane → Incoming → choose an XML or ZUGFeRD PDF. You see a readable view and can add it to the tab Eingangsrechnungen. The file is read only on your computer.
DATEV
Pane → DATEV downloads a booking batch (EXTF) of one month for your tax advisor. Enter Beraternummer, Mandantennummer and chart of accounts (SKR03/SKR04) in Einstellungen. For the full DATEV workflow with Shopify, WooCommerce or Wix see buchungsstapel.de.
Trial and license
30 days with all features. Afterwards viewing, checking and importing keep working; creating needs a license (pricing). Paste the key into Einstellungen → Lizenzschlüssel and click Refresh in the pane. A single license works on 2 devices, a company license on 10.