Set up accounting and invoice sending

Open Accounting → Settings.

1. Choose the jurisdiction: AT for Austria or DE for Germany.
2. Enter your tax ID and choose Standard or Small business, matching your existing classification.
3. Check the time zone, for example Europe/Vienna or Europe/Berlin.
4. Choose the fiscal year's starting month.
5. Set the default invoice number prefix and save.

The default send path uses the accounting profile's prefix, followed by the running number. With no prefix, INV is used. Up to ten characters from A–Z, digits, and hyphens are allowed; a hyphen can't be at the start or end. New drafts don't use up a final number at first.

Under Income, open invoice settings and the Company area. Upload the company logo and choose whether it should be shown. Maintain the company name, address, tax/VAT details, contact information, and account holder, bank, IBAN, and BIC. The logo is managed at the organization level and isn't only a file for a single invoice. Check the details in your next draft.

In the Company area, choose Classic, Modern, or Minimal. Save and check a draft, or its PDF preview. Already finalized invoices use their archived documents and aren't recreated by the design change.

Switch to the Email area. Choose sending via the Project Manager sender, or via your own SMTP server. With platform sending, the UI shows the sender and quota information. Your own SMTP server needs a host, port, credentials, encryption, and sender details. Use the encryption configuration that matches your provider and save it.

Use the connection test after setup. A successful test checks the connection, not the later delivery of every invoice. The saved SMTP password isn't loaded again in plain text; only overwrite it if you want to change it. Maintain the subject, message, and signature. The email template supports {number} for the invoice number and {client} for the customer name. In the send dialog, you can check the subject and text for the individual invoice once more.

In the Defaults area, set the default tax rate, payment term, currency, invoice language, and default notes. Save the values and open a new draft to check. Invoices that already exist, and templates used deliberately, can keep their own values. Pay particular attention to the tax category, service dates, and recipient details on the specific case.

Open Accounting → Settings → BMD export profiles. Create a profile with a name, a mapping as a JSON object, and an optional default marker. Save changes to an existing profile as a new revision. The mapping is organization-specific; use your accounting's agreed mapping instead of adopting an arbitrary example.

A BMD profile alone doesn't produce a finished BMD NTCS file. The existing general accounting export creates a ZIP with JSON data, original documents, and a checksum manifest; a chosen profile can be included in it as a configuration snapshot. The package is explicitly not a finished BMD or DATEV adapter. The accounting UI described here currently has no guided export dialog for that; the CSV button under Income only exports the invoice list.