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Create an invoice or offer

Prepare a draft, review the preview and distinguish saving, finalising and sending.

On this page
  1. Prepare the sender details
  2. Build the draft
  3. Check the preview and save a draft
  4. Finalise and send as separate actions
  5. If saving or sending fails
Before you start
  • Your account has access to invoices in Finance.
  • You have the sender details, recipient and services to bill.

Open in Klausi (sign-in required)

Prepare the sender details

The invoice editor uses your master data as a starting point. Check it for each document. Some editor controls currently retain their German labels.

  1. Open Finance → Invoices.
  2. On first use, complete Rechnungs-Setup with your company, address and contact information.
  3. Check the payment details and information required for your document.

Build the draft

  1. Start a new document and choose Rechnung (invoice) or Angebot (offer).
  2. Choose to import from a project or start with an empty document.
  3. Review sender and recipient. Add line items, quantities, prices and the applicable tax details.
  4. Check the service period, payment terms and text. Also review any imported time entries or receipts.

The general Documents area is not an invoice editor. New invoices and offers are created here in Finance.

Check the preview and save a draft

A saved draft has not been sent to the recipient. A draft PDF is marked as a draft.

  1. Open Vorschau (preview) and review the recipient, line items, totals and text.
  2. Correct anything missing in the draft.
  3. Select Entwurf speichern (save draft) and wait for its saved detail view.

Finalise and send as separate actions

For offers, you can use the PDF and later record Angenommen (accepted) or Abgelehnt (rejected). The Senden action described here applies to invoices.

  1. Open the reviewed draft and choose Abschließen (finalise) when it is ready.
  2. Read the confirmation dialog. Then check the document number and status.
  3. For a finalised invoice, open Senden (send) and review the recipient, message and attachments.
  4. Confirm sending only after this review. Check the resulting delivery status.

Downloads, sending and additional output formats may require access for your account. Recording a payment is a separate status change; sending does not confirm payment.

If saving or sending fails

Read the specific error and check sender, recipient and line items. Before sending again, inspect the existing delivery status. For a finalised document, use the actions offered for that state rather than treating it as an open draft. Review tax and legal details with the appropriate professional adviser.

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