All features of Rechnung Direkt

94 features at a glance, sorted by area. All are included in the purchase price and run on Mac, iPad and iPhone. New ones arrive with every update; see What's new for the latest.

Invoices

Invoices with all mandatory details, the app points out missing ones while you write
Sequential invoice numbers in a format of your choice, for example with the year or customer number
Assign invoice numbers yourself if you like
Separate number range per customer
Date of supply, service period or individual service days
Line items with quantity, unit, unit price and a multi-line description
Units such as pieces, hours, minutes, nights or flat rate, plus your own units
Free-text lines and page breaks between line items
Discounts per line item and on the whole document, with your own label
Prices net or including VAT
Several VAT rates on one document
Line items with a negative amount, such as “less deposit”
Order, contract and quote number on the invoice
Separate delivery address
Attachments such as timesheets, service reports or photos
Duplicate documents
Issue an invoice as already paid, for example for cash payments
Confirmation before issuing, optionally with today’s date
Issued invoices stay unchanged and cannot be deleted
Recurring invoices, create the next one early if you like
Header and footer texts as templates, per document type and per customer
Documents in your customer’s language: German, English, French or Polish
Send by email, share as PDF or print

Quotes and orders

Quotes with adjustable validity
Mark quotes as accepted or declined
Turn a quote into an invoice in one step
Partial invoices for individual line items of a quote
Deposit invoices, the final invoice deducts the deposits
Order confirmation with the ordered line items, order number and delivery date
Delivery notes without prices, also for partial deliveries
A receipt for every paid invoice, optionally with a signature field
Separate number ranges for quotes, order confirmations and delivery notes

Payments and reminders

Payment terms with quick picks, the “Payable within …” sentence can be turned off
Early payment discount (Skonto) with period and percentage
Record payments with date and payment method
GiroCode for paying with a banking app
SEPA direct debit as a payment method
QR-bill for Switzerland
Open and overdue invoices at a glance
Payment reminders and dunning in levels
Dunning fees and default interest from the start of default, by country and customer
Cancellation in one step
Credit notes, also for part of the amount
Corrected invoices (§ 31 (5) UStDV)

E-invoicing

PDF with embedded e-invoice (ZUGFeRD or Factur-X) as PDF/A-3, automatically when sending
XRechnung for public authorities, with Leitweg-ID
Peppol BIS with Peppol ID
Check before exporting that names any missing details
Credit notes and cancellations as valid e-invoices
Import received e-invoices and display them in readable form

Tax and countries

Business based in Germany, Austria, Switzerland, France or Luxembourg, with that country’s VAT rates and mandatory details
Small business exemption (Kleinunternehmer) with the matching note
Reverse charge under § 13b UStG and for customers elsewhere in the EU
Intra-community supplies and exports
Services not taxable in the home country
Tax-exempt services with the reason for the exemption
Margin scheme under § 25a UStG
Farmers and foresters at the flat rates (§ 24 UStG)
Show labour costs separately under § 35a EStG
The customer’s VAT ID on invoices and quotes
Swiss VAT and amounts in francs

Expenses and receipts

Capture receipts by photo, scan, PDF or e-invoice, on the Mac also by drag and drop
Receipt recognition right on the device: supplier, amount, date, invoice number, VAT rates, VAT ID and IBAN
Import many receipts at once, duplicates stand out
Manage suppliers, optionally straight from the receipt
Payment status with due date, open and overdue expenses at a glance
Categories for expenses
Lock expenses, with a log of later changes
The originals are kept in your iCloud

Overview and export

Dashboard with income, expenses and “income minus expenses”
Reports by month, quarter or year, also by category, gross or net
DATEV export for your accountant
Receipt package with all originals (ZIP) and journal (CSV)
Search by amount, numbers, line item texts and customer number, with a period filter

Customers and catalog

Customers with customer number, title and their own defaults
Customer record with key figures, documents and recurring invoices
Create a new document right from the customer record
Find customers by name, customer number, postal code or email, sort by name or number
Item catalog with item numbers, add several items at once
Import customers and items from a CSV file

Design

Logo, accent color and font
Your own letterhead as background, with a separate letterhead for continuation pages
Hide columns of the line item table
Footer with adjustable font size, page numbers
Preview the document before sending

Devices, data and security

Native apps for Mac, iPad and iPhone, one purchase for all
Sync via your iCloud, no extra account
Backup to a file, automatically every day if you like
App lock with Face ID, Touch ID or passcode
Trash for deleted documents
Confirmation before discarding unsaved changes
Mac: keyboard shortcuts, printing and drag and drop
VoiceOver and “Reduce Motion” are supported
App in German, English, French and Polish

Rechnung Direkt, subscription software or Word and Excel?

Three ways to write invoices, compared. The overview describes the typical case, not a specific product.

Rechnung Direkt, subscription software or Word and Excel?	Rechnung Direkt	Subscription software in the browser	Word or Excel
Cost	€49.99 once, free updates	a monthly fee for as long as you use it	none extra if you already have Office
Your data is stored	on your devices and in your iCloud	on the provider’s servers	in your files
Working without internet	yes	no	yes
Account with the provider	not needed	needed	not needed
E-invoice (ZUGFeRD, XRechnung)	included automatically	usually included	only with an add-on
Sequential numbers, issued invoices protected	yes	yes	no, everything by hand
Reminders and open items	yes	yes	by hand
How you use it	native app for Mac, iPad and iPhone	in the browser	Office program

Subscription software and office programs differ by provider and plan.