Nota Invoice Sync for Lexware Office
| 开发者 | wpnota |
|---|---|
| 更新时间 | 2026年9月16日 14:37 |
| PHP版本: | 7.4 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:
Nota Invoice Sync for Lexware Office creates a real Lexware Office invoice directly from a
WooCommerce order — no ERP or middleware in between.
Why not go through a sync tool?
Most WooCommerce ↔ Lexware connectors work by re-calculating tax on their side and sending a
finished total to Lexware, which then re-validates that calculation. On low-value line items
(a sample product priced at a few cents, for example) that round-trip can produce a rate that
doesn't quite match after rounding, and the invoice is rejected.
This plugin sends only the net amount and tax rate for each line. Lexware Office itself
computes every tax amount and total — there is no second calculation to disagree with.
What it does
- Creates a Lexware Office invoice (draft or finalised) from the order screen, with one click.
- Finds or creates the matching Lexware contact by email, and keeps the contact's address in sync with the order if it changes on a later order.
- Works out the correct German/EU tax treatment for the order — domestic, intra-community reverse charge, EU distance sales (OSS), or export to a third country.
- Warns you on the settings page if your shop's tax setup conflicts with your Lexware Office account's own configuration, before it causes a rejected invoice.
- Shows the invoice number and status right on the order list and the order screen.
- Includes a test mode that builds the full invoice payload and writes it to the log without sending anything, so you can verify everything before the first real invoice.
- WooCommerce, installed and active.
- A Lexware Office account on the XL plan or higher — the Public API (the personal API key this plugin uses) is not available on lower plans. Create the key in Lexware Office under the Public API settings.
- Shop currency EUR — Lexware Office invoicing supports only EUR, so orders in any other currency are skipped and the reason is logged.
https://api.lexware.io, operated by
Haufe-Lexware GmbH & Co. KG (Germany), to create documents in your own Lexware Office account.
It is required for everything the plugin does — without an API key, the plugin does nothing.
What is sent, and when:
- When you create an invoice for an order: the customer's name, billing address, email address, the order's line items (product names, quantities, net prices, tax rates), shipping cost, order number and order/delivery dates.
- As part of creating an invoice, the plugin looks up the matching Lexware contact by the customer's email address, and creates or updates that contact with the customer's name, billing address and email address.
- Once a day, and when you click "Save and test connection": a connection check that requests your own organisation profile. No customer data is included in this check.
安装:
- Make sure WooCommerce is installed and active.
- Upload and activate the plugin.
- Go to WooCommerce → Lexware Invoices.
- Create a personal API key in Lexware Office (Public API settings at app.lexware.de) and paste it in.
- Click "Save and test connection". The plugin also checks your Lexware tax configuration against your shop's and warns you if the two disagree.
- Open any order and use the "Create invoice now" button in the Lexware Office invoice panel.
屏幕截图:
常见问题:
Is this an official Lexware plugin?
No. This is an independent product, not affiliated with or endorsed by Haufe-Lexware GmbH & Co. KG. It talks to your Lexware Office account through the official public API, with an API key you create yourself.
I know this service as "lexoffice" — is this the same thing?
Yes. lexoffice is the former name of Lexware Office. This plugin uses the current api.lexware.io gateway.
Does this work with a free Lexware Office account?
No. The Public API (the personal API key this plugin uses) is only available from the Lexware Office XL plan — lower plans do not expose the Public API settings page at all. Check under Settings → My Contract in Lexware Office to see your current plan.
Which currencies are supported?
Only EUR. Lexware Office's invoicing does not support other currencies at the time of writing, so orders in another currency are not invoiced and the reason is logged.
Does this plugin validate EU VAT numbers (VIES)?
No. Nota Invoice Sync reads whatever VAT-ID a dedicated VAT compliance plugin (one that adds a VAT number field at checkout, for example) has already saved on the order, and uses it to work out reverse-charge treatment. It does not query the VIES database itself. If your shop needs live VAT-ID validation or automatic tax exemption at checkout, use a plugin built specifically for that.
Does it support HPOS (High-Performance Order Storage)?
Yes. The plugin declares HPOS compatibility and works with both classic and HPOS order storage.
Draft or finalised — which should I choose?
Start with drafts. A draft ("Entwurf") can still be edited or deleted in Lexware Office and is not booked. A finalised invoice is permanent, is recorded for GoBD and gets its e-invoice document — it can only be reversed with a credit note, never deleted. Switch to finalising once you have checked a few drafts.
Can the plugin change or delete an invoice in Lexware Office?
No. The plugin only ever creates documents. It never modifies or deletes anything in your Lexware Office account — not even when the plugin itself is uninstalled.
What happens to orders placed before I installed the plugin?
Nothing automatically. Open the order and use the manual "Create invoice now" button.
Something went wrong — where do I look?
The order screen shows the last error for that order in the Lexware Office invoice panel. Full logs are under WooCommerce → Status → Logs, source "nota-invoice-sync".
更新日志:
0.1.15
- Changed: clarified that the Public API requires a Lexware Office XL plan or higher, in the readme and Requirements section.
- Added: a note by the API key field that Lexware Office API keys are valid for up to 24 months and need to be renewed under Lexware Office → Public API settings.
- Added: an occasional, dismissible reminder on the order screen if you've created 10+ invoices by hand in the last 7 days, pointing to Pro's automatic invoicing. Shown at most once a week even if you keep hitting that mark, and stays quiet for 30 days once dismissed.
- Added: a one-time, dismissible note on the WooCommerce → Orders screen once you've created 20 invoices with this plugin, inviting a WordPress.org review. Shown only once, ever — never repeats after being dismissed or clicked.
- Neither of these limits or changes what the plugin does — manual invoice creation remains completely unlimited, as always.
- Added: a preview of Pro's upcoming print layout selection (choosing which of your Lexware Office print layouts/letterheads new invoices use) on the settings page. Disabled in this (free) edition — no functional code for it exists here.
- Changed: the connection status badge now shows inside the Connection card, under a labelled "API status" row, instead of as an unlabelled line above the settings tabs.
- Fixed: invoices for customers outside the EU (e.g. Switzerland, UK, USA) could be rejected by Lexware Office with "Invalid combination of tax type thirdPartyCountryDelivery ... and contact id ...". The contact's "allow tax-free invoices" flag was only ever being set for EU reverse-charge customers; non-EU customers need it too for their zero-rated export invoice to be accepted, and it was never set for them. Fixed and confirmed live.
- Changed: updated the wording of the Pro "PDF delivery" preview on the settings page to match how Pro's invoice PDF delivery actually works now (a dedicated "Your invoice is ready" email rather than an attachment on existing order emails). No functional change in this (free) edition — the control was already just a disabled preview of a Pro feature.
- Fixed: the "Copy diagnostics for support" button (added in 0.1.10) could list order numbers with a blank error message — the query filtering for orders with a recorded error did not reliably work on every WooCommerce order storage setup.
- Fixed: the API client logged every failed Lexware Office request as an "error" in WooCommerce → Status → Logs, even routine, expected ones (like polling a still-draft invoice's payment status, which always returns a specific "no payment information yet" response) — burying genuinely actionable errors under noise on active shops. Those specific, already-expected outcomes are now logged separately from real errors.
- Added: "Copy diagnostics for support" now also includes every plugin setting (your API key is never included, only whether one is configured) and the last 7 days of error-level log lines from the plugin's own log, not just the WordPress/WooCommerce/PHP versions and per-order errors. Lines that would include full customer/order details (only ever logged this way in test mode, clearly marked) are excluded.
- Added: a "Copy diagnostics for support" button on the Diagnostics section of the settings page. Copies the plugin/WordPress/WooCommerce/PHP versions and the last few invoice errors to your clipboard in one click, so they are easy to paste into a support request instead of digging through orders one by one. Nothing is ever sent anywhere automatically — this only fills your clipboard, same as selecting and copying text yourself.
- Fixed: an already-paid order's invoice could still pick up a leftover or contact-specific default payment-term text from Lexware Office (e.g. a due date), contradicting the "Paid via ..." note, even though this plugin no longer sent any payment terms itself. Lexware Office fills that field in with its own default whenever it is left out entirely, so a paid order's invoice now explicitly sends a "Thank you for your payment." condition instead of omitting the field.
- Fixed: an invoice for an order that was already paid (e.g. via PayPal before the invoice was created) still showed "Payable within X days" payment terms alongside the "Paid via ..." note — contradicting itself. Payment terms are now only added while the order still needs payment.
- Fixed: after clicking "Save and test connection", a successful connection could still show a "Connection failing" badge on the settings page — that badge was reading a separate, once-a-day cached status instead of the result just tested. It now updates immediately with the same result, at no extra API cost.
- Added: a "VAT-ID meta keys" setting (Invoice content) listing the order meta keys checked for a customer's VAT-ID, pre-filled with the most common ones and editable — no code required to support a VAT compliance plugin that is not already covered.
- Added: a note on the settings page and in the FAQ clarifying that this plugin does not validate EU VAT numbers against VIES itself; it reads whatever VAT-ID a dedicated VAT compliance plugin has already saved on the order.
- Fixed: the invoice date sent to Lexware Office was the order's payment/creation date instead of the actual date the invoice document is issued — these are two separate legally required pieces of information under German invoicing rules (§14 UStG), and using the wrong one could backdate an invoice into an already-closed VAT reporting period when it is created some time after the order.
- Added: orders consisting entirely of virtual, downloadable products are now billed under the correct "electronic services" tax treatment (for shops on the destination-country VAT principle) rather than being lumped in with physical distance sales.
- Fixed: a customer's Lexware contact was marked as eligible for tax-free invoicing merely for having a VAT ID on file, even on a domestic order where normal VAT was actually charged. This flag now only gets set when the order genuinely qualifies as an intra-community reverse charge.
- Fixed: EU B2C orders could be sent to Lexware Office with the destination country's tax rate (e.g. 20%) even though the connected account only accepts German rates (origin-country taxation) — this either failed with a confusing "Invalid taxRatePercentage" error, or in rarer cases could silently invoice at the wrong German rate. Such orders are now refused up front with a clear explanation, and nothing is sent to Lexware Office. Orders taxed at German rates, including small-value items affected by per-line rounding, are unaffected.
- Added: a visual indicator on the product edit screen (Shipping tab, and each variation row) showing that per-product delivery date overrides are available in Nota Invoice Sync Pro. No new functionality in this version.
- Reduced the number of Pro upgrade mentions on the settings page: removed the standalone banner and combined three separate "Available in Pro" links into one.
- Fixed the Contributors field in this readme.
- Fixed: test mode could still create or update a real Lexware Office contact even though no invoice was sent — test mode now makes no API request at all, including contact lookups.
- Fixed: the daily connection check and the "Check payment status" button did not consistently respect test mode — now every feature follows the same "test mode = no API traffic" rule.
- Added: a "Refresh status" button on the order screen, to pick up an invoice that was finalised directly in Lexware Office rather than through this plugin.
- Added: a GPL license file, and expanded the privacy and external-services documentation in this readme.
- Added: visual indicators on the settings page and order screen showing which additional features (automation, PDF delivery, payment reminders, credit notes, PDF download) are available in Nota Invoice Sync Pro.
- Initial release.