Help & docs
Resolving tasks
Every task Rechnungskit shows you: what happened and how to resolve it.
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.
Add a missing permission to your Stripe key
Your Stripe key lacks a permission, so invoices are being held back. How to add the permission and have it checked right away.
Answer a GDPR request from Shopify
Shopify forwards a GDPR access or erasure request. How to anonymize customer data without touching the invoices you are required to keep.
Apply an unmatched transfer in the Stripe cash balance
A bank transfer to the Stripe IBAN found no matching invoice. How to apply the balance in Stripe before Stripe sends it back.
Assess a missed invoicing deadline for EU business sales
An invoice to a business in another EU country was issued after the 15th of the following month. What the task means and how to close it with a record.
Assign a partial refund
A partial refund arrived without the items, and your document rule says "Assign manually". How to choose the refunded line items.
Check a changed or deviating VAT rate
An EU VAT rate has changed, or your shop charges differently from the confirmed matrix. How to check products, shop tax classes and VAT rates.
Check a paid order that has not shipped
An order for goods has been paid for 14 days but not shipped, so there is no invoice yet. How to check whether the shipment simply was not reported.
Check a service period that starts in the prior year
A document names a service period that begins in an earlier fiscal year. What this means if you keep a balance sheet, and what to do.
Check a silent webhook connection
A webhook has delivered nothing for 72 hours although sales keep coming in. How to check the connection and restore the real-time path.
Check an AWV report to the Bundesbank
A cross-border payment of €50,000 or more has come in. What the possible Z4 report to the Deutsche Bundesbank means and what you need to do.
Check the VAT rate on shipping
Your shop taxes shipping at one flat rate although the cart mixes 7 and 19 % VAT. How to set the shipping tax correctly under Document rules.
Clear up a payment without a match
A payment or refund cannot be matched to an invoice with certainty. How to find the reason under Payments and resolve the case without a wrong document.
Complete missing recipient data
The buyer's name or billing address is missing, so the document is waiting. How to get the details with a buyer link or add them in the source.
Complete the missing line items of an order
An order has no complete line items, so no invoice is created. How to fix the source and have the document checked again.
Complete the VAT ID check
The VAT ID of an EU business customer has not been confirmed by the BZSt yet. How to check again, or decide whether the document is issued with or without VAT.
EU delivery threshold reached: prepare for OSS
Your EU distance sales to consumers reach 80 or 100 % of the €10,000 threshold. How to prepare for OSS and record your status.
Finish an EC Sales List correction on time
You started a correction of your EC Sales List (ZM). How to create and file it, and close the task with proof of receipt.
Handle a chargeback
A payment was charged back. Rechnungskit does not cancel the invoice; it reopens the receivable. How to follow the case through to the end.
In-store sales detected, set the rule
Rechnungskit has detected sales through Shopify POS. How to decide whether they get an invoice or your POS app books them.
Issue the refund after a subscription withdrawal
A customer withdrew from their subscription within the deadline. Rechnungskit ended and canceled the subscription; you trigger the repayment yourself at the payment provider.
Match a sale without an order reference
A payment has no unique order or contract reference. How to match it under Payments, or find out why no order fits.
Reconcile a payout with a difference
A payout does not add up, contains unresolved items or VAT on Klarna fees. How to assign items or accept a difference with a reason.
Record a voucher redemption
An order was paid partly with a gift card, and the gift card's share is unclear. How to record the redemption in the voucher register.
Release a blocked invoice
Payment and order match, but a missing setting blocks the invoice. How to find the cause with "Fix now" and release the document.
Replace a rejected access token
Payout reconciliation for Mollie is paused because an advanced access token is missing or rejected. How to create a new one and save it.
Resend an invoice email that was not sent
The invoice exists, but the email to your customer did not go out. How to find the reason and send the invoice again from the invoice view.
Resolve an order changed after invoicing
An invoiced order was paid again, but the payment does not match the difference. How to tell an upsell, a duplicate payment or a refund apart.
Retry a failed integration action
An integration could not grant access or report an event. How to check it and retry the action with one click.
Review a shop correction
Your shop reports a refund or cancellation that cannot be turned into a cancellation invoice with certainty. How to clear up the case.
Set a document rule for a payment method
Your shop reports a paid or shipped order with a payment method that has no document rule. How to define under Document rules how documents are created for it.
Set a missing VAT rate for a category and destination country
Your orders need a VAT rate that is missing from the matrix or differs from your shop. How to set it before documents start waiting.
Set the product type for revenue recognition
A product has no revenue recognition yet, so its invoice is waiting. How to set the product type under Products → All products and re-check the task.
Upload VAT evidence for a tax-exempt delivery
A tax-exempt invoice is waiting for proof of export or proof of arrival. How to upload it under Orders and release the document.