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Seller data and tax mode

Store the tax mode, currency, payment terms, e-invoice format, club details, bank details and footer text. Theatilo uses them for every new invoice.

Web
Chöre›Chor›Kassenbuch›Einstellungen›Rechnungen›Steuer & Verkäufer

This feature is only available on the web.

Permission required: Cashbook – Manage invoice settings

What is this?

Under Tax & Seller you decide what appears on all your choir’s invoices and how they are calculated:

  • Tax mode: Regular or Small business (§19 UStG)
  • Currency, Payment terms in days and E-invoice format: ZUGFeRD (standard B2B), XRechnung (authorities) or None (PDF only)
  • Seller (association): name / designation, street + no., address line 2, postal code, city, country, VAT ID, tax number, email, phone, website
  • Bank details: IBAN, BIC, bank
  • Default footer text, such as the register of associations or the board

How to fill in the settings

  1. Open Ensembles, choose your choir and go to Cash book > Settings > Invoices.
  2. The Tax & Seller section is already selected.
  3. Fill in the details.
  4. Click Save. With Reset you reload the saved state.

Permission

You need Manage invoice settings. Only members with this permission see the Invoices item under Settings.

Tips

  • The bank details here are the ones printed on the invoice. They are independent of the accounts in the cash book.
  • The club details for donation receipts are maintained separately under Settings > Donation receipts.

Frequently asked questions

Regular or small business?▾
In **Regular** mode you set the VAT per line item. In **Small business (§19 UStG)** mode Theatilo does not charge VAT, and the notice appears automatically on every invoice. Check with your tax advisor which mode applies to your club.
Which details does the editor need at a minimum?▾
If the seller’s name or the IBAN is missing, the invoice editor shows the notice “Fill in invoice settings”.
Do changes also apply to existing invoices?▾
No. Final invoices keep their stored PDF. The settings apply to new invoices, where currency, e-invoice format, payment terms and footer text are pre-filled.

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