Treesoft Xrechnung Creator

Start the Treesoft E-Invoice Toolkit and select Creator in the wizard selection. You will then see the following:

Use the button next to the Template field to select the invoice template to be used for creating the invoice.

TIP In the dialog box for selecting an invoice template, you can also use the buttons in the toolbar to edit an existing template or create a new one. However, the predefined system invoice templates provided cannot be edited.

To select the invoice recipient, click the button next to the Customer field and select the desired address. Then select the contact person.

NOTE Addresses can be edited and created via the Master Data menu using the Addresses command or by pressing [Ctrl]+[Shift]+[A].

Payment profiles can be used to manage different settings for payment methods such as bank transfer or SEPA direct debit. To select the payment method, click the button next to the Payment profile field. Payment profiles can be created and edited via the Master data menu or the key combination [CTRL]+[SHIFT]+[P].

In the Invoice Number field, Treesoft XRechnung Creator automatically suggests the next invoice number to be assigned. Use the adjacent button to select the number range to be used for invoice creation. The software uses the number ranges created in the Options dialog under the Creator > Number Ranges branch.

Enter the invoice date in the Invoice date field or select it from the calendar using the button next to it. The current date is preset here by default. If you adjust the invoice date manually, make sure that the date does not conflict with the sequential numbers of your invoice.

To insert an item in the dialog box, click the Plus button and select the desired item.

NOTE Articles can be edited and created via the Master Data menu using the Article command or the keyboard shortcut [Ctrl]+[Shift]+[A].

Then enter the desired quantity of the item in the dialog box and confirm.

Repeat the process until all items to be calculated are included in your invoice. Click the OK button to create the invoice.

The Treesoft XRechnung Creator generates the corresponding invoice based on the data you have entered or selected and displays it on the screen in a preview. The software uses the invoice template you have selected. If necessary, you can still make changes to it and add further data, for example.

To save your invoice as a ZUGFeRD invoice, select the Save command from the File menu or use the keyboard shortcut [Ctrl]+[S]. Treesoft XRechnung Creator creates the ZUGFeRD invoice and saves it in the directory specified in the Options dialog under Files > Outgoing Invoices and with the selected file name pattern.

If you want to save your invoice as an XRechnung, use the Save As command in the File menu or the keyboard shortcut [CTRL]+[SHIFT]+[S].

Automatic validation
When saving an invoice, Treesoft XRechnung Creator automatically performs a validation. If errors are detected, a corresponding message appears on your screen. You then have the option to correct the errors and then call up the command to save the file again. Here, too, the software performs a validation automatically.

IMPORTANT The tokens for creating the XRechnung or ZUGFeRD invoice are only billed once you confirm the message to save the file. This gives you the opportunity to correct any errors in the file without incurring additional costs. We attach great importance to fair billing of transactions.

You can then view the created XRechnung or ZUGFeRD invoice for verification using the Treesoft XRechnung Viewer. The Treesoft XRechnung Viewer is free of charge, so no tokens will be deducted for this.

If everything is OK, all you have to do is send them using your email software.