Everything your invoicing processes need.

Invoices are created directly as XRechnung or ZUGFeRD. You choose the format per recipient; mandatory details such as the routing ID (Leitweg-ID) are prompted in the form. Compliant from the start, with no format expertise needed.

Templates for the common invoice types guide you through creation. You choose the design template and layout colour per document, so you never start from a blank page.

Store templates and optional fields per customer, for example so one customer always receives an XRechnung and another always a ZUGFeRD invoice. Configured once, applied automatically.

Add extra attachments for delivery by email or for documentation.

The invoice is also attached to the delivery as a file, configurable per document.

Selected files, such as proof of performance or photos of the goods, are embedded directly in the e-invoice rather than sent as a loose attachment. Exactly as required by large recipients that only accept additional files inside the invoice.

Structured references to the supporting documents behind an invoice, directly in the invoice XML.

Order number, order date, delivery-note number, billing period and delivery date can be stored per invoice line item.

Import line items from Excel: map columns to product fields, select rows, done. Export works the same way.

You set the default currency in the settings; in the invoice or quote form the currency can be changed per document.

faktoora generates recurring invoices on a set schedule and delivers them directly, with a start date, an end date or running indefinitely. Ideal for regular payments of the same amount, such as membership fees.

Create and send offers directly in faktoora: with a design template, line items and stored product data, including a preview before sending.

Create and send order confirmations for orders. The ordered items are already included.

Create and send dunning notices for overdue invoices straight from the invoice overview. The dunning text is customisable, and the dunning status of every invoice stays visible at a glance.

faktoora is a certified PEPPOL provider: invoices are sent and received over the PEPPOL network, and every participant is reachable via their PEPPOL ID. This means exchange with authorities and European partners runs over one consistent, certified route.

Deliver invoices straight from faktoora by email, either via the faktoora mail server or your own SMTP server. Alternatively, download the finished invoice and send it yourself.

Upload an invoice file and have it checked and validated: the invoice data is extracted, prepared and captured as an incoming invoice with one click.

Incoming emails are automatically searched for XRechnung invoices, validated and read in, either via a receiving address provided by faktoora or your own mailbox over IMAP. If you wish, the sender automatically receives the validation result back; a whitelist lets you allow only authorised senders.

For every document you create or receive in faktoora: assign people to approval levels, set deadlines and define mandatory approvals. The levels are requested one after another, and every step stays traceable.

With review mode enabled, invoices go through a check before they are sent: submit for approval, have it reviewed, and only then send it for good, for example following the four-eyes principle.

Hand over incoming and outgoing invoices as a DATEV, CSV or XLS export, filterable by period, contacts, status and further criteria. For your tax adviser there is a direct handover to DATEV Unternehmen Online, including document data and attachments.

Connect your business account and synchronise transactions: payments are matched to invoices automatically, so reconciliation is faster. Manual entry remains possible at any time.

Create cost centres centrally, assign invoices to them and filter the invoice overview by cost centre.

Budget planning with its own dashboard. Permissions control who has visibility.

All customer data in one place: import via CSV or synchronise from CRM systems like HubSpot or Pipedrive. The basis for offers and invoices.

Set per contact which fields appear on the invoice, including individual payment terms such as early-payment discounts and payment deadlines as well as preferred payment methods. Stored once, it applies to every new invoice.

When you create a contact, the company name is enough: name, legal form and address are pulled from the commercial register.

Store products with an article number, unit, price and cost. They are available to select directly when creating offers and invoices, and all product information is carried over.

Maintain stock levels per product. If you wish, the stock is updated automatically when an invoice is issued.

Bundle products into product bundles and use them when creating invoices.

Manage price lists and assign them to individual customers: for example a fixed volume discount for a key account that flows into every invoice automatically.

REST API for creating, sending and receiving e-invoices to EN 16931, including batch processing of entire invoice batches. You manage API keys and webhooks directly in the interface.

Create projects with a contact and details, assign documents to them and manage everything in the project overview.

Create users with individual permissions and set roles for capture, review or approval precisely. All activity is logged and stays traceable.

Each tenant is a full company profile with its own VAT ID, Peppol ID and bank details. Data is cleanly separated, users are managed centrally and can be assigned across tenants, and switching takes one click.

Outgoing deliveries can run via your own SMTP server instead of the faktoora mail server. They are sent in your name, including your own email signature.

Sort out questions by email with our support team, included in every plan.

Phone support for quick answers.

A permanent contact who knows your setup and your processes.

Response times and availability assured by contract: for companies with binding requirements.

Structured onboarding and training for your team, so the switch goes smoothly.

Custom connections to your existing systems and tools, built together with our team.