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.
Required time
Seems like a lot, but it's worth it!
Thanks to KLARA you will save a lot of time in the future.
Hint:
If you have already completed one of the following steps, just skip it.
You can ask the trustee or the Federal Tax Office.
Can you check with the bank.
From the previous customer management solution.
Information from your previous offers and invoices.
Former templates for comparison.
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)
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.
Your bank details must be provided so that your company account is printed on invoices and payment slips. This way, your customers know where to make the transfer.
Required info: IBAN number, if necessary ESR data
There are three different ways to use accounts in KLARA.
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.
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.
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.
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!
Well done! Congratulations, you have successfully set up your 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.
KLARA Order management goes hand in hand:
This way you automatically see which invoices have already been paid. Save time and work with KLARA even more efficiently!
Manage tasks, record time and material: invoice your projects and book them directly. With just one tool.
Serve your customers in no time. Thanks to the synchronisation with KLARA Accounting you have an overview of your turnover.
Discover our offers in different areas, which are available for you for free.
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
ZurückWir 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
ZurückWir 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
ZurückWir 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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