> ## Documentation Index
> Fetch the complete documentation index at: https://docs.paywise.de/llms.txt
> Use this file to discover all available pages before exploring further.

# Belege online

> Upload paywise statements and advance invoices automatically as documents to DATEV Unternehmen online

# Upload statements to DATEV

Upload your paywise statements and advance invoices automatically as documents into
your **DATEV Unternehmen Online (Belege online)**. paywise connects to the **DATEV
Belegbilderservice** (document image service) for this.

* Every new statement is uploaded automatically — no manual upload.
* You pick the client data set and the document type once.
* Secure connection to the DATEV document image service via DATEV authorisation.

<Note>
  This feature is independent of the open-item import. You can use it without having
  set up DATEV Connect.
</Note>

## Two separate lanes

There are two upload lanes, which you activate, pause and give a document type
**separately**:

| Lane                                        | What is uploaded           |
| ------------------------------------------- | -------------------------- |
| **Abrechnungen** (statements)               | Your collection statements |
| **Vorschuss-Rechnungen** (advance invoices) | Your advance invoices      |

You can activate both lanes, skip one, or set one up later.

## Setting it up

You start under **DATEV → Belege online** or from the tile on the DATEV dashboard.

<Steps>
  <Step title="Connect with DATEV">
    Choose **Einrichten** (*set up*) or **Mit DATEV verbinden**. paywise sends you to
    the DATEV authorisation.
  </Step>

  <Step title="Pick the client data set">
    Back in paywise, the **Mandantenbestand auswählen** page asks which DATEV client
    data set your statements should be uploaded into. Each entry shows *Berater … ·
    Mandant …*.

    If your DATEV integration is already linked to a client, paywise proposes it
    directly: *"Ihre DATEV-Integration ist bereits mit einem Mandanten verknüpft …"*
    Confirm with **Bestätigen & mit DATEV verbinden**, or choose **Anderen Mandanten
    wählen** (*choose another client*).
  </Step>

  <Step title="Authorise at DATEV a second time">
    After selecting the client you authorise at DATEV a second time — this time for
    the selected client.

    That is not a fault but by design: the first step may only read your client list;
    the second binds the permission to exactly one client and is valid considerably
    longer.
  </Step>

  <Step title="Assign the document type">
    Assign the **DATEV document type** under which your documents are filed in
    Unternehmen online — one each for **statements** and for **advance invoices**.
    Confirm with **Weiter**.
  </Step>

  <Step title="Activate the upload">
    Choose **Übertragung aktivieren** (*activate upload*). The page then shows
    **Übertragung aktiv**: new statements are uploaded automatically as documents to
    DATEV Unternehmen online.
  </Step>
</Steps>

The overview then shows **Mandantenbestand**, **Belegtyp** and **Letzte Übertragung**
(last upload).

## Status values

| Status                  | Meaning                                            |
| ----------------------- | -------------------------------------------------- |
| **Nicht eingerichtet**  | No Belege online connection yet                    |
| **Wird eingerichtet**   | The DATEV authorisation is still in progress       |
| **Belegtyp wählen**     | Connected; only the document type is missing       |
| **Aktiv**               | Upload is running                                  |
| **Aktion nötig**        | The DATEV connection must be renewed               |
| **Belegtyp neu wählen** | The chosen document type no longer exists in DATEV |
| **Deaktiviert**         | Upload paused                                      |

## Following an upload in the lists

In the statement and advance-invoice lists, paywise shows the DATEV transfer state
per row. While an upload is running, the list refreshes silently in the background —
no reload needed. If it takes longer, paywise notes that the transfer continues in
the background, so you can safely leave the page.

## Changing and pausing

* **Belegtyp ändern** — pick a different DATEV document type for this lane.
* **Mandant ändern** — pick a different client data set.
* **Übertragung pausieren** / **Übertragung deaktivieren** — stops the upload for
  **this one lane**. The other lane, the client binding and the open-item import are
  untouched. You can reactivate at any time.

<Warning>
  **Revoking the connection is something else.** The revoke on the same page requests
  token revocation at DATEV, always removes the connection from paywise and disconnects
  **every DATEV feature** — both upload lanes **and** an active auto-import. If DATEV is
  unavailable during revocation, also revoke the access in DATEV's token management. To
  stop only the document upload, use **Übertragung pausieren**.
</Warning>

Documents already uploaded remain in DATEV.

## Troubleshooting

<AccordionGroup>
  <Accordion title="„Es wurden keine berechtigten Mandantenbestände gefunden“">
    Your DATEV account has no client data set that the granted authorisation would let
    paywise file documents into. Check the rights assignment in DATEV and start the
    setup again.
  </Accordion>

  <Accordion title="„Der gewählte Belegtyp ist in DATEV nicht mehr vorhanden“">
    The document type was renamed or deleted in DATEV. Pick a new one via **Belegtyp
    ändern**. Until then the upload is paused.
  </Accordion>

  <Accordion title="„Die DATEV-Verbindung muss erneuert werden“">
    The authorisation expired or was revoked at DATEV. Choose **Mit DATEV verbinden**
    and confirm the client again.
  </Accordion>

  <Accordion title="„Es konnten keine Belegtypen aus DATEV geladen werden“">
    A temporary problem retrieving them. Try again. If it persists, check the rights
    assignment for the selected client data set.
  </Accordion>

  <Accordion title="„Die DATEV-Autorisierung war nicht vollständig“">
    The authorisation was cancelled or expired in transit. Start it again from the
    overview.
  </Accordion>

  <Accordion title="A statement was not uploaded">
    The upload starts once the statement is published **and** its PDF exists. Failed
    uploads are retried several times. If the error persists, paywise informs you and
    says what to do — or our team takes care of it if the cause is technical.
  </Accordion>
</AccordionGroup>

## Questions

Write to [info@paywise.de](mailto:info@paywise.de).