KleinBooks – Rechnungen & E-Rechnung für Kleinunternehmer & Selbstständige
| 开发者 |
opskleinbooks
freemius |
|---|---|
| 更新时间 | 2026年10月20日 17:40 |
| PHP版本: | 8.1 及以上 |
| WordPress版本: | 7.1 |
| 版权: | GPLv2 or later |
| 版权网址: | 版权信息 |
详情介绍:
- Write quotes (Angebote) and convert them to an invoice in one click
- Invoices with the German mandatory fields (§14 UStG) and sequential numbers
- Clean PDF invoices & quotes in three templates (DIN 5008 layout that fits a window envelope), sent by email
- Your own e-mail texts for invoices, quotes and Stornorechnungen — shown and adjustable before every send
- Clients, and expenses with categories, recurring costs and receipt upload
- Dashboard and a Taxes overview: revenue, expenses, profit and an estimated tax reserve
- §19 thresholds (€25,000 previous year / €100,000 current year) with a warning before you reach them
- Kleinunternehmer ↔ Regelbesteuerung switch — 19 % / 7 % VAT, net / VAT / gross on invoices and quotes, USt-IdNr, input VAT (Vorsteuer) on expenses and a VAT-owed (USt-Zahllast) overview. Invoices you already issued keep their tax treatment.
- GoBD lock — sent invoices can no longer be changed; corrections go through a proper Stornorechnung (own number) and an optional correction invoice
- DATEV export (EXTF, SKR03/SKR04) for your tax advisor
- USt-Voranmeldung — your quarterly or monthly VAT return figures (Ist or Soll taxation) with PDF
- ZUGFeRD / Factur-X e-invoices — for VAT-registered businesses (issuing becomes mandatory from 2027/2028); Kleinunternehmer are exempt from issuing e-invoices
- AfA / Abschreibung — depreciation of assets
assets/, together with build instructions, is included in the plugin's src/ directory.
安装:
- Install KleinBooks from the WordPress plugin directory, or upload it to
/wp-content/plugins/kleinbooks. - Activate the plugin through the Plugins screen in WordPress.
- Open KleinBooks in the admin menu and create your first invoice.
屏幕截图:
常见问题:
Is KleinBooks free?
Yes. Quotes, invoices, expenses and the §19 ↔ Regelbesteuerung switch are free and fully functional. GoBD lock with Storno, DATEV export, USt-Voranmeldung, e-invoicing and AfA are part of KleinBooks Pro.
How do I create an invoice (Rechnung erstellen) in WordPress?
Install KleinBooks, enter your business details under Settings, add a client and click New Invoice. You download the invoice as a PDF or send it by email. No external account or service is needed.
Can I manage my clients (Kunden anlegen)?
Yes. Save each client once with company name, contact person, address, email, phone and tax number, then pick them when you write a quote or an invoice. Each client has its own page with their quotes, invoices and revenue.
Do I need WooCommerce?
No. KleinBooks runs on its own in the WordPress admin. It is made for service businesses and freelancers who write quotes and invoices, not for shop orders.
Do the invoices contain the mandatory details (Pflichtangaben, §14 UStG) and consecutive invoice numbers?
Yes. Invoice numbers are assigned automatically in sequence when an invoice is issued — drafts don't use up a number, so deleted drafts leave no gaps — and the PDF carries the German mandatory fields (§14 UStG).
Can I create quotes (Angebot erstellen) and turn them into invoices?
Yes, in the free version. Write an Angebot, send it as a PDF by email, and when the client accepts, convert it into a draft invoice in one click — the invoice stays editable so you can make any last changes before sending. The quote and the invoice stay cross-linked so you always see where each one came from.
Can I add my logo and send invoices by email?
Yes. Under Settings → Template & e-mail you set your logo, pick one of three invoice templates and write the e-mail text your clients get (with placeholders such as the invoice number and due date). Invoices and quotes are sent as PDF by email from your own site; you can check and adjust each e-mail before it goes out.
Can I record expenses (Ausgaben) and receipts (Belege)?
Yes: expenses with categories, recurring costs and receipt upload.
Does it show my income, expenses and profit (Einnahmen, Ausgaben, Gewinn)?
Yes. The dashboard and the Taxes overview show revenue, expenses, profit and an estimated tax reserve. It is an overview for you, not a tax return.
Is KleinBooks made for freelancers (Freiberufler, Selbstständige) and Kleinunternehmer?
Yes. It is built for self-employed people in Germany: Freiberufler, Selbstständige and Kleinunternehmer (§19 UStG), and equally for businesses that charge VAT (Regelbesteuerung).
Does it warn me before I pass the Kleinunternehmer limits?
Yes. KleinBooks tracks the §19 limits (€25,000 previous year / €100,000 current year) and warns you before you reach them. It never switches on its own.
I'm over the €25,000 Kleinunternehmer limit — does KleinBooks still work for me?
Yes. In Settings, switch the tax regime from Kleinunternehmer (§19) to Regelbesteuerung. New invoices and quotes then show net, VAT (19 % or 7 %) and gross amounts and your USt-IdNr; invoices you already issued keep their §19 treatment. KleinBooks never switches automatically — it warns you as you approach the limits, and you decide when to switch (ideally together with your tax advisor).
Is KleinBooks available in German?
Yes, in both forms of address (du and Sie). The translation is installed automatically on a German WordPress site.
Do I need an external service or account?
No. KleinBooks runs inside your own WordPress install and your business data (clients, quotes, invoices, expenses) stays on your own site. The plugin uses the Freemius SDK for licensing and updates of KleinBooks Pro; if you opt in, Freemius also receives basic site and usage data (you can skip this). No invoicing data is sent to KleinBooks or Freemius.
Does KleinBooks support the E-Rechnung (ZUGFeRD, Factur-X)?
KleinBooks Pro creates the E-Rechnung as ZUGFeRD / Factur-X (a PDF with embedded invoice data). Issuing e-invoices becomes mandatory for VAT-registered businesses from 2027/2028; Kleinunternehmer are exempt from issuing. The XML-only XRechnung format that some public authorities require is not included yet.
Is there a DATEV export for my tax advisor (Steuerberater)?
Yes, in KleinBooks Pro: an export in DATEV format (EXTF) for SKR03 or SKR04.
Does it help with the Umsatzsteuer-Voranmeldung (UStVA)?
KleinBooks Pro calculates your monthly or quarterly figures with the Kennzahlen of the form and a PDF for your records. You enter the figures in Mein ELSTER yourself; KleinBooks does not submit anything to the tax office.
Does KleinBooks lock sent invoices (GoBD) and handle Storno?
In KleinBooks Pro, yes: sent invoices can no longer be changed, and corrections go through a Stornorechnung with its own number and an optional correction invoice. The free version is an invoicing tool — sent invoices stay editable.
Does it handle depreciation (AfA, Abschreibung)?
Yes, in KleinBooks Pro: assets above the GWG limit are depreciated over their useful life.
更新日志:
- New "Standard" invoice template (neutral, clear payment section) for new installs; the existing templates stay selectable. The dark invoice design was removed: invoices are always white.
- Settings in tabs, with a new "Template & e-mail" tab: template gallery and one preview of invoice, offer or Stornorechnung, using your company data.
- Editable e-mail texts for invoices, offers and Stornorechnungen with placeholders, shown and adjustable before every send.
- Invoice numbers are assigned when an invoice is issued, so deleted drafts leave no gaps; an older draft can take today's date when it is issued. New "Handed over in person" for invoices without e-mail, and a reason field for invoices with 0 % VAT.
- Fix: re-activating the plugin no longer resets your settings.
- Fix: long items continue on the next page in every PDF template instead of being cut off; offers show your address and the service period. The "Bold" template shows your company, contact and bank details on every page, with the payment terms and § 19 note right below the total.
- "Mark as paid" asks when the money arrived. The payment date decides in which month and year the income counts; it can be corrected later ("Change payment date").
- Taxes: income is counted by payment date (cash basis), the same way as the DATEV export. The Kleinunternehmer card shows the three §19 limits separately (previous year, this year, next year), measured on payments received, with a note for the founding year.
- Invoice numbers are always assigned by KleinBooks; "Next invoice #" in Settings shows the real next number and can continue an earlier numbering. Deleting an invoice that would leave a gap in the numbering warns first.
- Clearer statuses: "Open", "Overdue" (with filter) and an "emailed" marker; after a cancellation (Storno) a hint to send the Stornorechnung to the client.
- Fixes: sites with plain permalinks open the app correctly; tablet layout (icon menu); German number format and typography ("19 %", "800 €").
- Privacy: receipts (images and PDFs of your expenses) are no longer public files. They are stored in a closed folder and only shown to logged-in administrators. Existing receipts are moved automatically.
- Every email to a client asks for confirmation first and shows the document and the recipient address.
- German typography on PDFs and in the invoice list.
- Pro: issued invoices are archived as PDF the moment they are issued (GoBD) — later updates never change an issued document.
- New: recurring expenses (subscriptions, rent, flat fees) are now booked automatically every month, quarter or year until you end the series. Automatic bookings are marked "receipt missing" so you can attach the invoice later. Existing recurring expenses continue from this update on — nothing is booked into the past.
- Invoices without a service period now state "Leistungsdatum entspricht dem Rechnungsdatum" (§14 UStG); issuing an invoice for a client without a full address shows a warning.
- The invoice list shows amount and status again; the expenses page shows quarterly recurring costs correctly.
- Clients: example placeholders, in-app delete confirmation, and a reminder before closing a form with unsaved changes. Clients with offers can no longer be deleted.
- Escape closes forms; clearer wording when switching between Kleinunternehmer and Regelbesteuerung.
- Contains all 1.9.13 changes (1.9.13 was only released as KleinBooks Pro).
- Privacy: invoice PDFs are no longer stored as public files; they are only shown to logged-in users. Receipt files get unguessable names.
- Fixed: an invoice number is never reused, even after deleting an issued invoice.
- New invoices get a due date from your payment terms; invoices without one no longer show as overdue.
- Privacy: invoice PDFs are no longer stored as public files; they are only shown to logged-in users. Receipt files get unguessable names.
- Fixed: an invoice number is never reused, even after deleting an issued invoice.
- New invoices get a due date from your payment terms; invoices without one no longer show as overdue.
- The estimated tax reserve no longer goes below zero.
- Fixed: adding a second client failed with "Failed to save client" on new installs.
- Clients page shows errors in the app instead of browser popups.
- PDF invoices and quotes now show quantity × unit price on every line (§14 UStG), German dates, and the address in standard German order.
- Converting a quote into an invoice uses the normal invoice number format (e.g. RE-2026-002).
- Amounts with cents always show two decimals (149,50 €).
- New plugin icon.
- Fixed: activating KleinBooks Pro while the free version is active no longer fails — the free version is switched off automatically.
- Fixed: a cancelled invoice's Stornorechnung appears in the list right away; empty due dates no longer show "Invalid Date".
- Dashboard: the Kleinunternehmer budget now uses paid revenue against the €25,000 limit, the same figures as the Taxes page.
- Settings shows the real invoice number format (e.g. RE-2026-001).
- An invoice now counts as issued as soon as it leaves Draft — by email, "Issue Invoice" or setting it to Paid — and its issue date is recorded in every case.
- Settings: corrected the Kleinunternehmer note to the current limits (€25,000 previous year / €100,000 current year, since 2025).
- Plugin description and Help page now mention the Regelbesteuerung (VAT) switch and the USt-Voranmeldung in Pro.
- Upgrade cards show the actual Pro price and link to the 14-day free trial.
- The KleinBooks icon now shows on the opt-in and pricing screens.
- Translations now come from translate.wordpress.org; bundled language files removed.
- This plugin no longer contains any code for KleinBooks Pro features. Pro (GoBD lock + Storno, DATEV export, AfA, ZUGFeRD) is a separate download.
- The shipped React source in src/ now exactly matches the compiled bundle in assets/.
- Updated bundled library sabberworm/php-css-parser to 9.4.0 (used by dompdf for CSS/SVG parsing) and its dependency thecodingmachine/safe to 3.4.0.
- Minimum PHP raised to 8.1, required by the updated libraries.
- All CSS/JS now loads through the WordPress enqueue API (app page + admin pages; new assets/admin.css).
- React app source now included in the plugin (src/ with build instructions).
- Library updates: dompdf 3.1.5 (PDF rendering verified identical), Freemius SDK 2.13.4, security patches for bundled fpdi/symfony components.
- Translations load on init (WP 6.7+ i18n timing).
- Fixed a corrupted CSS color value on the Email Log page.
- Header fix: distinct Plugin URI / Author URI (WordPress.org requires them to differ; removed the redundant Author URI). No functional change.
- Final WordPress.org Plugin Check pass (0 errors on the generated free build) — resolved a last static-analysis flag on a prepared query. No functional change.
- Invoice and offer numbers are now year-based (e.g. RE-2026-009 / ANG-2026-009) so they stay unique across years, as §14 UStG requires. Existing numbers are unchanged; new default prefix is RE-.
- Internal WordPress.org compliance hardening.
- Hardening & WordPress.org compliance: fonts bundled locally (no external requests — GDPR-friendly), uploads handled through WordPress core (wp_handle_upload), complete output escaping, and internal code cleanup. Passes the official Plugin Check with no errors. No feature changes.
- Freemium launch. Free core: German invoicing (§14 UStG), PDF & email, client management, expenses, dashboard.
- New: Angebote (quotes/offers) — write quotes, send them as PDF, and convert an accepted quote into a draft invoice in one click, with a bidirectional link between the two.
- Quote numbering with a configurable prefix and validity period (Gültigkeit), quote status tracking (sent / accepted / declined / expired / converted).
- Invoice & quote emails are now in German.
- KleinBooks Pro adds ZUGFeRD / Factur-X e-invoicing, DATEV export (EXTF, SKR03/SKR04), GoBD lock + Storno (cancellation), and AfA / Abschreibung.