Payment & Master Data
Company profile, customer database, products/services and backup — the foundation for all other business tools, plus payment transactions and reports coming soon.
All tools in this category
Company Profile / Master Data Center
Store your company data once — name, address, tax number/VAT ID, bank details, logo. Automatically applied to every document.
Customer Database
Create and manage customers, then reuse them by selection instead of retyping on every document.
Products / Services
Store recurring products and services with price and tax rate, for faster document creation.
Number Sequence Management
Configure the document-number format per document type (e.g. RE-{JJJJ}-{####}).
Backup / Data Export Center
Export and re-import all Business Center data as an encrypted .itss file — your own backup, no cloud required.
GiroCode / EPC QR Code
Generate an EPC QR code (GiroCode) for an invoice — scanning it in a banking app auto-fills the payment.
SEPA XML (pain.001)
Generate a SEPA credit transfer file in pain.001 format for import into online banking.
SEPA Direct Debit Mandate
Create a SEPA direct debit mandate with mandate reference and creditor ID.
Payment Receipt Tracking
Mark invoices as open/partially paid/paid/overdue.
Open Items List
All open and overdue invoices at a glance.
Payment Due Date Calculator
Calculate the due date from the invoice date and payment terms.
Early Payment Discount Calculator
Calculate the discount amount and effective annual interest rate for early payment.
Business Cockpit
Revenue, open items, top customers and the §19 threshold status at a glance.
Liquidity Planner
Plan incoming and outgoing payments for upcoming months and visualize the liquidity trend.
Good to know about this category
Calculators, generators and templates for invoicing, e-invoicing, cost calculation and business planning — for freelancers and small businesses.
So typical administrative tasks can be handled without expensive accounting software.
- Create quotes and invoices
- Calculate revenue, profit and break-even
- Generate XRechnung and ZUGFeRD
- Keep a cash book and sketch a business plan
- Review results before sending them out
- Additionally back up important documents locally
- Consult a tax advisor for tax-related questions
The information, templates, scripts, calculations and recommendations provided are intended for educational and assistance purposes only. Always review and test any generated result before production use. IT Smart Service accepts no liability for misuse, data loss, outages, security incidents, or legal, financial or technical damages arising from incorrect or improper use. Responsibility for validation, testing and deployment decisions rests with the user.
Related Categories
Create invoices, quotes, delivery notes and other business documents in a legally compliant way — with a customer database and automatic document chaining.
Generate, validate and view XRechnung and ZUGFeRD files per EN 16931, plus an obligation check — for the B2G/B2B e-invoicing mandate.
Revenue, profit and tax calculators, cash book, digital cash register and TSE reporting assistant — everything around ongoing bookkeeping and cash management in one place.
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