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Rechnungskit

Set the product type for revenue recognition

Updated

The task "Classify product" (in the task reminder email, sent in German, "Umsatzrealisierung zu klären") means: a product on an order isn't classified yet in a way that tells Rechnungskit when the revenue arises. The affected invoice is waiting.

Classify product
Classify each product once, waiting invoices are then created on their own
  1. TriggerProduct without revenue recognitionthe order's invoice waits
  2. You"Set product type"opens All products, filtered on "Revenue recognition"
  3. ThereChoose revenue recognition and saveapplies to the whole project
  4. ThenInvoice is created, task closesor right away with "Re-check"

What happened

Rechnungskit assigns each invoice line how its revenue is treated, for example as a service performed at once, as a service over a period, or as credit or a voucher. If that couldn't be determined reliably for a line, this task appears. Depending on how the order came in, the text reads:

Message Source
"Produktart fehlt: unter Produkte → Alle Produkte die Umsatzrealisierung festlegen, danach erneut prüfen." when the invoice is created
"Bestellung … wartet: Produktart unter Produkte → Alle Produkte → Umsatzrealisierung festlegen." order via webhook from Shopify or WooCommerce
"Bestellung … wartet: Produktart unter Produkte → Alle Produkte → Umsatzrealisierung festlegen und danach erneut synchronisieren." order from a sync

All three mean the product list you find in the navigation under Products → All products.

Why Rechnungskit stops here

Revenue recognition determines in which period revenue is booked. A wrong assumption would push revenue into the wrong year under accrual accounting, and an archived document can't be corrected any more. So Rechnungskit asks once rather than guessing.

How to resolve it

  1. Under Invoices, click "Set product type" on the task. You land under Products → All products, filtered on "Revenue recognition", which shows the products without a classification. On the dashboard, the button for this task is "Check again" and leads to the invoices.
  2. Choose the right revenue recognition for each affected product. The "Open tasks" box at the top of the product list also takes you there with "Review products". If AI classification is set up, it offers an AI suggestion as well.
  3. Save. Because the classification applies to the whole project, this often releases several waiting orders at once.
  4. Back under Invoices, click "Re-check" on the task. If the classification is still missing, Rechnungskit says "Not solved yet: …". Otherwise the invoice is created.

When the task closes on its own

Rechnungskit retries waiting orders regularly, including after you save a product classification and after the automatic AI run for new products. When the invoice is created, the task closes.

It also closes without a new invoice if the order already has an invoice or was canceled.

Related settings

  • Products → All products: revenue recognition and tax category per product
  • Settings → DATEV settings: accounting method (accrual accounting or cash-basis EÜR)

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.

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