Overview
Meistify creates invoices that meet all legal requirements – GoBD-compliant with sequential numbering and all mandatory fields as required by German, Austrian and Swiss tax law.
Invoices can be created directly from completed orders. All line items, quantities and prices are transferred automatically.
1. Create invoice from order
The fastest way:
- Open a completed order
- Click Create Invoice
- All order line items are transferred
- Review the data and click Save
2. Create invoice manually
Navigate to Invoices and click New Invoice.
Header data
- Customer – Select an existing customer
- Invoice number – Assigned automatically in sequence (GoBD)
- Invoice date – Defaults to today
- Payment terms – Pre-filled from your settings
Line items
Click Add item:
- Description – Description of the service
- Quantity – Amount
- Unit – Pieces, hours, metres, lump sum, etc.
- Unit price – Net price per unit
Meistify calculates net, VAT and gross amounts automatically.
The invoice number is assigned when saving and cannot be changed afterwards. This ensures GoBD-compliant sequential numbering.
3. Send invoice
- Click Preview to check the PDF
- Click Send – the PDF is emailed to the customer
- The status changes to Sent
The PDF includes all mandatory fields:
- Full company name and address (sender + recipient)
- Tax number or VAT ID
- Sequential invoice number
- Invoice date and payment deadline
- Individual line items with quantities and prices
- Net total, VAT rate and amount, gross total
- Bank details
Set up your company details, tax number and bank details in Settings before creating your first invoice.
4. Track payment status
Invoices have the following statuses:
- Draft – Work in progress
- Sent – Delivered to the customer
- Paid – Payment received
- Overdue – Payment deadline exceeded
- Cancelled – Invoice was cancelled
Meistify automatically marks invoices as "Overdue" when the payment deadline has passed.
5. E-invoicing (ZUGFeRD / XRechnung)
Meistify supports creating electronic invoices in ZUGFeRD and XRechnung format. These are particularly relevant for public sector clients and are being phased in as mandatory for B2B invoices in Germany from 2025.