Deutsche Fassung

Help

Getting started

1. Open a spreadsheet, click Extensions, then SheetFaktura, then "Open sidebar".
2. "Create example" to try it, or "Create empty template" for your own invoice.
3. Fill in the yellow fields. Required fields have a star. For more line items insert rows above "Items net total".
4. Click "Check". Clicking the cell name jumps to the problem.
5. Click "Create e-invoice" and save both files.

Tip: duplicate the sheet for each new invoice. The add-on uses the invoice sheet that is open.

Questions

Which file goes to whom?

Both files contain the same invoice. XRechnung (XML) is the pure data format that public bodies, for example, ask for. The ZUGFeRD PDF is a normal PDF with the XML embedded, useful when the recipient also expects a readable document. Agree the format with your customer.

What is the buyer reference?

XRechnung always requires a buyer reference. For public bodies it is the Leitweg-ID. For companies a reference of the customer is enough, for example their order number, cost centre or the name of the person who ordered. When the add-on recognises a valid Leitweg-ID, the PDF uses the XRechnung profile.

Which VAT type do I choose?

The VAT type depends on your transaction. The add-on adds the required texts (for example the reverse charge note) and checks that the data needed for it is present, such as the customer's VAT ID. Please ask your tax adviser which VAT type is correct.

Is my data uploaded?

No. The files are made in your browser. Only your licence key is sent to Polar for the licence check. See Privacy.

Buying and activating a licence

In the sidebar under "Licence" click "Monthly" or "Yearly". After the purchase Polar emails you the licence key. Enter it in the sidebar and click "Activate". You can cancel and download receipts in Polar's customer portal.

What the add-on does not do

• Show incoming e-invoices, send invoices by email or through Peppol.
• Currencies other than EUR.
• A separate delivery address: for intra-EU supplies the customer's address is used as the delivery address.

Contact

zemishyrius@gmail.com. We usually answer within two working days.