PlainStaff & lexoffice Integration
Sales Invoices
About lexoffice
The commercial "all inclusive" solution in the browser and as an app for self-employed and entrepreneurs without accounting knowledge. With the help of PlainStaff integration, it is possible to generate corresponding outgoing invoices from the recorded project times in lexoffice.
The Highlights:
- Overview of all income and expenses
- Tracking of the order from offer to payment reminder
- Generation of all documents for the tax office
- Automatic payroll
- Suitable for all industries
Create a free test account at lexoffice.de and get to know lexoffice now.
Connecting to lexoffice
The connection between PlainStaff and lexoffice is quick and easy:
- Open the settings for lexoffice in PlainStaff at Administration > Integrationen by clicking on "Settings" on the lexoffice tile.
- Enter the VAT rate to be used in the appropriate field.
- Select whether the project description should be printed on the invoice. In this way, for example, an order number or a cost center of the customer can be printed on the invoice.
- Click "Connect" and authenticate with lexoffice.
- Done.
Using the Integration
The integration with lexoffice gives PlainStaff two new functions:
- In the customer administration of PlainStaff, customers can be imported from lexoffice using the button in the top right corner. Only these imported customers can be used for subsequent invoicing. The import can be carried out as often as required. Customers who have already been imported are updated with the information from debitoor. Further information on this topic in the documentation.
- In the project management of PlainStaff, the project times recorded in PlainStaff can be selected, grouped and exported to lexoffice for invoicing. Further information on this topic in the documentation.
