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If you have already completed one of the following steps, just skip it.

 

Please have the following information ready.

VAT details

You can ask the trustee or the Federal Tax Office.

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You can ask the trustee or the Federal Tax Office.

IBAN number

Bank account details, contract, bank statement or e-banking.

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Bank account details, contract, bank statement or e-banking.

ISR data, if necessary

Can you check with the bank.

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Can you check with the bank.

Contact information of your customers and partners

From the previous customer management solution.

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From the previous customer management solution.

Definition of standard article incl. name, article number, price, VAT rate etc.

Information from your previous offers and invoices.

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Information from your previous offers and invoices.

Layout of your documents

Former templates for comparison.

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Former templates for comparison.


1. VAT details

To ensure that you prepare your invoices in accordance with the law, you must indicate in KLARA whether you are subject to VAT or not. If you are using KLARA Accounting, your turnover is automatically transferred correctly to the VAT invoice.

Needed information: VAT numbers, settlement method (effective or balance tax rate), settlement type (collected or agreed).

Nice to know.

If you do not know these details, you can ask your trustee or the Federal Tax Administration for them. Please make sure that your VAT details are entered correctly. You are obliged to show your clients the correct VAT on the invoice.


2. Bank accounts.

Deine Bankdaten müssen angegeben werden, damit dein Firmenkonto auf Rechnungen und Einzahlungsscheinen aufgedruckt wird. So wissen deine Kunden, wohin sie die Überweisung tätigen sollen.

Benötigte Infos: IBAN Nummer, falls notwendig ESR Daten

Nice to know.

There are three different ways to use accounts in KLARA.

  1. Bank account for salary payments: If you use KLARA Payroll, the salaries are automatically being executed from this account.
  2. Bank account for receivables: If you use the KLARA Order management, this account will be shown on your invoice and payment slips.
  3. Bank account for payables: If you use KLARA Accounting, this account is proposed as a default when posting documents.


3. Customers and partners.

Import your customers and partners: So your invoices, offers and other documents are correctly addressed. Get statistics about the status of offers, invoices and histories - for each contact.

Needed information: Contact information of customers.

Nice to know.
  1. You do not have to import all your customers immediately. You can do this anytime in KLARA - for example when you are writing an offer or an invoice.
  2. Download the myKLARA App from the App Store or Google Play. This way you have access to your customers' data at any time, even on your smartphone.
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4. Articles.

The registration of articles is necessary to define prices, VAT and other information related to your products and services. And the best thing about it: You save valuable time, because KLARA Order management and KLARA Accounting automatically exchange all relevant information with each other.

Needed information: Complete details of your articles including name, article number, price, VAT rate etc.

Nice to know.
  1. If you have a lot of articles, it is best to use the mass import function of KLARA. Download our Excel template, fill it out and upload it again.
  2. If you do not work with KLARA Accounting, you can skip the articles. However, you will lose the entire time saving that comes from sharing the KLARA Order management and KLARA Accounting.


5. Layout.

Personalize the layout, texts and also the numbering of your offers, invoices, order confirmations and delivery notes - for a consistent corporate identity.

Needed information: Former templates for comparison.

Nice to know.

You are not forced to adjust the layout. Instead, you can use the standard layout provided by KLARA. Overwhelmed? Do not hesitate to contact us, we will take care of the adjustments!


You are all set up!

klara-website-illustration-download-bereit-purple

Well done! Congratulations, you have successfully set up your KLARA Order management!

Working with KLARA Order management.

If you want to know how to work with KLARA Order management,
we have also created a guideline with instructions for you.


Did you already know?

KLARA Order management goes hand in hand:

KLARA Accounting.

This way you automatically see which invoices have already been paid. Save time and work with KLARA even more efficiently!

KLARA Project.

Manage tasks, record time and material: invoice your projects and book them directly. With just one tool.

KLARA POS.

Serve your customers in no time. Thanks to the synchronisation with KLARA Accounting you have an overview of your turnover.


KLARA supports you.

Discover our offers in different areas, which are available for you for free.

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FAQs Order management
Many questions have already been answered. Just have a look at our FAQs.

Wir übernehmen für dich die Einrichtung deiner Buchhaltung. Du lieferst uns die benötigten Informationen und wir übernehmen den Rest. Für die Einrichtung benötigen wir einige Daten von dir. Dazu werden wir uns bei dir melde

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Online training courses
Tips, tricks and step-by-step instructions are available in our online training courses.

Wir übernehmen für dich die Einrichtung deiner Buchhaltung. Du lieferst uns die benötigten Informationen und wir übernehmen den Rest. Für die Einrichtung benötigen wir einige Daten von dir. Dazu werden wir uns bei dir melde

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Videos
KLARA supports you in your work by providing short explanatory videos on individual functions.

Wir übernehmen für dich die Einrichtung deiner Buchhaltung. Du lieferst uns die benötigten Informationen und wir übernehmen den Rest. Für die Einrichtung benötigen wir einige Daten von dir. Dazu werden wir uns bei dir melde

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KLARA Community
The KLARA Community is a place for mutual knowledge transfer and information exchange about KLARA.

Wir übernehmen für dich die Einrichtung deiner Buchhaltung. Du lieferst uns die benötigten Informationen und wir übernehmen den Rest. Für die Einrichtung benötigen wir einige Daten von dir. Dazu werden wir uns bei dir melde

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