Feature area
Documents, e-invoicing, DATEV and banking
Quote, order, delivery note, invoice, credit note and cancellation are linked and immutable once posted. Your accountant gets DATEV files, your bank gets SEPA files, and open items reconcile against the bank statement.
Document chain with GoBD locking, XRechnung and ZUGFeRD, open items, dunning, DATEV export, SEPA files and bank statement import.
Part of the Servelta desktop with its own apps, permissions, KPIs and privacy declarations.
Documents and e-invoicing
- Document chain quote → order → delivery note/invoice → credit note/cancellation with taxes, distance-selling threshold/OSS and reverse charge
- GoBD: posted documents are immutable, PDF/A archive, gapless number ranges per company or location
- Outgoing e-invoices: XRechnung 3.0 and ZUGFeRD (PDF/A-3) – automatically when the customer has a routing ID
- Deposit invoices with automatic deduction in the final invoice; multi-purpose and goodwill vouchers
- Open items, incoming payments, cash discount as a price reduction; dispatch by e-mail in the customer’s language
Accounting and dunning
- DATEV export: posting batches and debtors/creditors in EXTF format, accounts under SKR 03 or SKR 04
- Dunning with levels, default interest under § 288 BGB and a daily dunning proposal
- Notes for the tax adviser on self-billing, margin scheme, commissions and deposits ship with the product
Banking without online banking
- SEPA credit transfer files (pain.001) for approved purchase invoices with cash discount
- SEPA direct debits (pain.008, core and B2B) with mandate management and pre-notification
- Import bank statements (camt.052/053/054) with duplicate protection and open-item matching
See Servelta in your own shop?
We walk you through Servelta using your workflows – point of sale, workshop, leasing or all of it. No obligation, at a time of your choosing.