Your first invoicing software should make getting started easier: store your company details and the Kleinunternehmer notice (the statement that no VAT is charged), create invoice drafts with Ari and keep an eye on open payments. The small business rule (Kleinunternehmerregelung, § 19 UStG) is a tax setting, not a status you get by starting a business.
If you gather client details, service period, payment terms and the Kleinunternehmer notice from scratch every time, every invoice becomes its own mini-process. Sumaro keeps this information together, so you maintain it once and reuse it in the next step.
Take client details and line items from an estimate, continue the invoice in the same workspace and see which payment is still missing. That way the connection stays intact.
If you use the small business rule, the invoice needs a matching notice. Sumaro covers this use case. If in doubt, check with your tax advisor which rule applies to you.
Open receivables, recorded expenses and recent incoming payments don’t live in separate files. The overview shows you where action is needed.
Whether the small business rule (Kleinunternehmerregelung, § 19 UStG) applies to you does not depend on whether this is your first invoice. Clarify your tax status first, then enter the matching settings in Sumaro.
Start with a draft. Check your business details, the service and the tax note in the preview before you send your first invoice.
Describe your service, quantity and price in a message. Ari can prepare a draft invoice from it. Checking the details stays with you.
For the next job, you use existing client details and invoices as the starting point. That way your workspace grows with the work you actually do.
Import bank transactions via CSV and check how they are matched to open invoices. There is currently no direct bank connection.
The tax reserve is an estimate based on your details. Tax payments you have already matched are taken into account; future business costs and private expenses are not factored in.
To start, you enter your business details, clients and a number range. Then you create a real sample invoice and check the layout, the tax note and the payment term. Only once this workflow fits do you bring over other open work.
The 30-day trial is meant for testing your own process. The trial ends on its own; after that, the transparent monthly plan applies. Individual legal or tax questions are something you clarify independently of the software.
No feature promise without context. Here is what Sumaro prepares, what you check and how getting started works.
Yes. Sumaro prepares your business and invoice details. You check the notice and the other details before sending; individual tax questions are for you to settle with your tax advisor.
Yes. Add a client, create an estimate, turn it into an invoice and match the incoming payment. That way you test the workflow with a real example.
Create a real client, an estimate and an invoice. After 30 days, you’ll know whether Sumaro really simplifies your workflow – no contract, cancel any month.
