Overview
Meistify supports two important export formats for accounting: DATEV export for your tax advisor and ZUGFeRD/XRechnung for electronic invoicing.
The export function is available from the Professional plan.
DATEV export
The DATEV export creates a CSV file that your tax advisor can import directly into DATEV.
- Go to Invoices β Export
- Select the desired time period
- Click DATEV Export
- The CSV file is downloaded
The export file contains:
- Invoice number and date
- Customer data (name, customer number)
- Net amount, VAT rate and gross amount
- Booking account and counter account
Export monthly and send the file to your tax advisor. This saves you manually entering invoice data.
ZUGFeRD / XRechnung
ZUGFeRD is a hybrid invoice format β the PDF contains both the visual invoice and machine-readable XML data.
Meistify creates ZUGFeRD-compliant PDFs automatically. Your invoice PDFs contain embedded XML data following the ZUGFeRD 2.1 / Factur-X standard.
XRechnung
For public sector clients in Germany, the XRechnung format is mandatory. Meistify can create pure XML invoices in XRechnung format:
- Open the invoice
- Click Actions β XRechnung (XML)
- The XML file is downloaded
The ZUGFeRD/XRechnung function is KoSIT-validated β the generated files have been successfully verified with the official KoSIT validator.