Release a blocked invoice
Updated
The task "Tax determination blocked" (marked "Blocks invoicing") means: the payment has been matched to its order, but something in your settings or data prevents the invoice. The task reminder by email, which is in German, lists it as "Rechnung wartet auf Einstellung".
- TriggerMatched, but cannot be invoicedthe reason is in the task text
- YouComplete the settingvia "Fix now" under Payments, for VAT rates directly with a button
- ThenDocument is createdthe task closes automatically
What happened
The task usually starts with "Order … was matched, but …" and gives the reason:
| Text contains | Meaning | What you do |
|---|---|---|
| "a product has no revenue recognition yet" or "Product type missing for: …" | A product has no revenue recognition. | Set it under Products → All products ("Classify product") |
| "there is no VAT rate" | Your tax matrix has no rate for a category in a destination country. | Take over the shop rate with "Put … % into the matrix" or enter it under Settings → VAT rates |
| "your shop charged … % while the tax matrix says … %" | Shop and the not yet confirmed tax matrix differ. | "Put … % into the matrix", or "Confirm … %" and correct the tax class in the shop |
| "tax determination is blocked" | The tax needs a classification that is missing, for example the product's type of service or a clear movement of goods. Some cases, such as a collection export or a special case outside the matrix, need your tax advisor to check. | Clarify the point named, usually on the product |
| "the e-invoice failed validation" | Mandatory details on the order are missing or do not fit. | Check address and tax rates on the order |
| "your company details are incomplete (…)" | Fields are missing in your company details. The brackets say which. | Complete them under Settings |
| "The payment currency … doesn't match" or "Currency … is not supported for invoicing yet" | Payment and order have different currencies, or the currency is not supported yet. | Clarify it yourself; no document is created in these cases |
| "Invoice … is on hold" | An invoice with a payment term cannot go out, for example because the bank details are missing or Stripe does not deliver the transfer details. | Add bank details under Settings; with Stripe, add the missing permission (Add a missing permission to your Stripe key) |
Why Rechnungskit stops here
An archived invoice can no longer be changed. So Rechnungskit does not issue it with a guessed VAT rate, a placeholder or the wrong currency. The payment stays linked to the order so that the document is created after the fix without matching again.
How to resolve it
- Open the task under Payments. The row gives the reason and offers "Fix now". The link takes you exactly to what is missing. On the dashboard the button is called "Classify product" or "Review data", depending on the case. If the task has no payment, for example for an invoice on hold, it is called "Open order".
- If revenue recognition or the type of service is missing, set it under Products → All products.
- If a VAT rate is missing or differs, use "Put … % into the matrix" or "Confirm … %" right in the row. Or enter the correct rate under Settings → VAT rates. If you confirm the matrix rate, correct the tax class in the shop afterwards.
- If company details are missing, complete them under Settings.
- For a validation error, check the address and tax rates on the order.
- If the document still has not been created, click "Re-match" in the row's "…" menu, or "Re-match all" at the top.
The currency cases stay without a document until you clarify them yourself. Invoices are only created in supported currencies and only when payment and order have the same currency.
When the task closes on its own
When the document is created, Rechnungskit closes the task automatically. This happens right away when you take over or confirm a VAT rate with the buttons, and when you save under Products or VAT rates. Rechnungskit then checks the blocked payments again immediately. In all other cases it happens at the next matching run.
Related settings
- Products → All products: revenue recognition, type of service, tax category
- Settings → VAT rates: matrix of category × country
- Settings: company details, bank details and invoice contact
Where to find it in the app
Rechnungskit is not a tax advisory or law firm. This article explains general principles and does not replace advice from a tax advisor (Steuerberater, § 5 StBerG) or a lawyer (§ 3 RDG). Rechnungskit is built for businesses based in Germany and prepares documents, tax rates and bookings automatically. How your specific case is treated remains your decision, ideally together with your tax advisor or a lawyer.