Help & docs
Using features
Checkout, orders, sending invoices, VAT and payment matching in your daily work.
This list shows the guides in this section that are available in English so far. You find all of them in the German version of this section.
Selling with Rechnungskit Checkout
Sell your own products through a shareable checkout link or a shop page, paid through your own payment provider, with the e-invoice, DATEV export and archive created automatically. VAT ID check, reverse charge, withdrawal rights, webhooks and carts.
Manual orders and invoices
Create orders yourself under Orders, typically for B2B customers who pay by bank transfer. The four-step wizard, shipping costs, payment term per order, invoice or prepayment, saved drafts and cancellation.
Pay by invoice and prepayment
For payment methods without a payment provider, the order flips. With pay by invoice, the invoice comes before the payment; with prepayment, everything waits for the money. How this works in the Rechnungskit checkout and for shop orders, plus BNPL providers, bank details, payment terms and reminders.
Securing checkout webhooks: API key and signature in Make, Zapier and n8n
Secure Rechnungskit webhooks in Make, Zapier and n8n: the API key in the right header, Header Auth, Catch Raw Hook and checking the HMAC-SHA256 signature. With exact click paths.
Sending invoices by email
Rechnungskit can email finished invoices to your customers in your company's name, through Rechnungskit or your own SMTP server. When an email goes out, which legal details are required, how the templates work and what happens when sending fails.
Discounts on invoices
Rechnungskit shows discounts so that every tax rate gets its correct share. How a discount looks on the invoice, why it has to apply per tax rate, with a worked example, and how discounts from Shopify, WooCommerce, Stripe Billing, Shopware, the API and manual orders end up on the invoice, accurate to the cent.
Setting up your own mail server (SMTP)
Send invoices through your own mail server: settings for Gmail, Google Workspace and Microsoft 365, typical error messages and what they mean.
Post-purchase upsells and the supplementary invoice
When a post-purchase upsell adds items to an existing order and charges a second payment, Rechnungskit leaves the first invoice unchanged and issues a supplementary invoice for the added items. How detection works and why a second invoice is correct.
Products, VAT categories and AI classification
Every product gets a VAT category, and the country matrix turns it into the tax rate per delivery country. How the matrix and the AI run work, how tags print notes such as organic certification on invoices, and how vouchers and on-site courses are classified.
VAT profile, Kleinunternehmer, OSS and EC sales list
Your VAT profile decides how Rechnungskit shows tax. Small business status (Kleinunternehmer), EU sales to consumers through OSS, SaaS and digital services, foreign currencies, and EU sales to businesses with VAT ID check and EC sales list (ZM).
Invoices in foreign currency and euro conversion
Rechnungskit issues invoices in foreign currencies such as USD, CHF or GBP and converts the VAT into euros. Which exchange rate German VAT law requires, how to choose or switch the method, and how Shopify multi-currency stores are invoiced.
Payments, matching and payout reconciliation
Rechnungskit matches every incoming payment to its order and breaks payouts down into their parts. How matching works, what the payment statuses mean, the Belegstart cut-over, rounding differences and the AWV reporting notice.
Orders and their status
Every order Rechnungskit receives from your shop or the API gets exactly one status. What Ignored, Canceled, Invoiced, Awaiting shipment, Historic, No amount and Open mean, and why an order has no document yet.
Documents, formats and the GoBD archive
Every Rechnungskit document is a ZUGFeRD e-invoice, XRechnung for public-sector customers is set per customer, and every invoice is kept for 8 years in a GoBD-compliant archive. With the German e-invoicing mandate, the date of supply, cancellation invoices and address corrections.
Cancellation button and withdrawal button: cancellation and withdrawal in the customer portal
How your subscription customers cancel and withdraw without logging in, where they find the functions, what happens next, and what German law requires for the cancellation button (§ 312k BGB) and the withdrawal button (§ 356a BGB).
Consent and cookie banner in the checkout
Rechnungskit shows a slim consent bar in the checkout automatically as soon as Meta Ads, the Google tag or the TikTok pixel is active. Why consent is needed for click IDs, what happens with and without a yes, and what you still have to do.
Gift vouchers and credit
How Rechnungskit records gift vouchers and credit: two ledgers, voucher or discount, what happens automatically per shop, what appears on the invoice and what ends up in DATEV.
Taking over credit from your own shop
Your own shop manages referral or customer credit? Here is how it reports the history to Rechnungskit through the API (or Rechnungskit reads it), how the balances are reconciled, and how bookings in DATEV start from a cut-over date.