> ## 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.

# Lexware Office

> Send open invoices from Lexware Office (formerly lexoffice) to paywise for debt collection

# paywise for Lexware Office

<div style={{width: '64px', height: '64px', background: '#ffffff', borderRadius: '10px', display: 'flex', alignItems: 'center', justifyContent: 'center', padding: '10px', boxSizing: 'border-box'}}>
  <img src="https://mintcdn.com/paywisegmbh/wAdTkukMeudh23V7/images/integrations/lexoffice-icon.png?fit=max&auto=format&n=wAdTkukMeudh23V7&q=85&s=08887c3baf53dea04b7762aded789e96" alt="Lexware Office" style={{width: '100%', height: '100%', objectFit: 'contain', display: 'block'}} noZoom width="128" height="107" data-path="images/integrations/lexoffice-icon.png" />
</div>

The `connect:Lexware Office` integration hands open invoices from Lexware Office
straight to paywise for collection. Invoice data, customer and invoice PDF come along
automatically — and, unlike most other integrations, **the payment reminders you have
already sent from Lexware Office**.

<Note>
  paywise reads from Lexware Office and never writes back. Nothing in your bookkeeping
  is changed, cancelled or marked as paid.
</Note>

## Before you start

* A Lexware Office account you can sign in with.
* A paywise account. You can also create one during the connection flow — paywise
  then takes your company details straight from Lexware Office.
* At least one open invoice in Lexware Office.
* No active DATEV import may exist for your paywise company. Deactivate it under
  **DATEV Einstellungen → Gefahrenzone → Integration deaktivieren** before
  connecting Lexware Office.

### What paywise reads

| Data                       | Why paywise needs it                                       |
| -------------------------- | ---------------------------------------------------------- |
| Invoices and vouchers      | The open receivables you submit                            |
| Contacts                   | The debtor's name and address                              |
| Payments on the invoice    | The amount actually outstanding rather than the full total |
| Reminders (`dun` vouchers) | Your sent reminders including date and deadline            |
| Invoice PDF                | The evidence attached to the case                          |
| VAT and legal-form details | Taken once into your paywise company profile               |

The integration is read-only.

## New to paywise? Registering through Lexware Office

You do **not** need a paywise account in advance. Registering through Lexware Office
creates your account and your company in one pass — paywise takes your company data
straight from Lexware Office instead of asking you for it.

<Steps>
  <Step title="Open the registration">
    Go to
    [app.paywise.de/connect/lexoffice/registrieren/](https://app.paywise.de/connect/lexoffice/registrieren/).

    The page **Registrierung über Lexware Office** greets you with *„Verbinden Sie
    Ihr Lexware Office Konto, um Ihre Unternehmensdaten automatisch zu
    übernehmen."* (*Connect your Lexware Office account to import your company data
    automatically.*)
  </Step>

  <Step title="Accept the terms of use">
    Switch on **„Ich akzeptiere die Nutzungsbedingungen der connect:Lexware Office
    Schnittstelle."** (*I accept the terms of use of the connect:Lexware Office
    interface.*) The arrow beside it opens the full text in a new tab.

    The connect button stays disabled until you do.
  </Step>

  <Step title="Connect with Lexware Office">
    Choose **Mit Lexware Office verbinden** (*connect with Lexware Office*). paywise
    sends you to Lexware Office, where you sign in with your own credentials and
    grant access.

    You never enter Lexware credentials into paywise.
  </Step>

  <Step title="Review the data">
    You return to paywise at the **Daten überprüfen** (review data) step: *„Bitte
    prüfen Sie die aus Lexware Office übernommenen Daten sorgfältig, bevor Sie
    fortfahren."* (*Please check the data imported from Lexware Office carefully
    before continuing.*)

    The form arrives pre-filled from Lexware Office:

    | Section        | Data taken over                                               |
    | -------------- | ------------------------------------------------------------- |
    | Company        | Company name, legal form, phone number, legal representatives |
    | Tax            | Input-tax deduction eligibility, VAT identification number    |
    | Address        | Street, postcode, city, country                               |
    | Contact person | First name, last name, email address                          |
    | Bank details   | IBAN, BIC                                                     |

    Review and correct anything wrong or missing. Whatever Lexware Office does not
    supply, you add by hand here.
  </Step>

  <Step title="Set a password and submit">
    Finally choose a password for your paywise account and submit the form.
  </Step>
</Steps>

Submitting creates, in one step:

* your **user account**,
* your **company** with the reviewed data,
* and the **active Lexware Office connection** for it.

You are signed in immediately afterwards and can submit invoices straight away. A
confirmation email is sent to your address.

<Note>
  If you are already signed in to paywise you do not need this path: the registration
  page then redirects you to your account's Lexware Office page, where you establish
  the connection as described below.
</Note>

## 1. Connect Lexware Office

<Steps>
  <Step title="Open the connection page">
    Go to [app.paywise.de/connect/lexoffice/](https://app.paywise.de/connect/lexoffice/).
  </Step>

  <Step title="Accept the terms">
    Tick **„Mit der Nutzung der connect:Lexware Office Schnittstelle akzeptiere ich
    die Nutzungsbedingungen."** (*By using the connect:Lexware Office interface I
    accept the terms of use.*) **Nutzungsbedingungen** opens the full text.
  </Step>

  <Step title="Start the authorisation">
    Choose **Jetzt mit Lexware Office verbinden** (*Connect with Lexware Office
    now*). paywise sends you to Lexware Office, where you sign in with your own
    credentials.

    You never enter Lexware credentials into paywise — the authorisation happens
    entirely at Lexware Office.
  </Step>

  <Step title="Grant access">
    Confirm the authorisation at Lexware Office. You are returned to paywise
    automatically.
  </Step>
</Steps>

Once connected, the page shows **Verbunden mit** (connected to), **Status: Aktiv**,
the connection date under **Verbunden seit** and who created it under **Angelegt
von**.

## 2. Submit invoices for collection

<Steps>
  <Step title="Open the invoice picker">
    On the Lexware Office page in paywise, choose **Rechnungen einreichen** (*submit
    invoices*).
  </Step>

  <Step title="Pick the invoices">
    paywise lists your open vouchers live from Lexware Office — with invoice number,
    customer, invoice date, due date, total and open amount.

    Search by invoice number or customer, filter by date, and sort by invoice date or
    invoice number.
  </Step>

  <Step title="Check the debtor data">
    Name, address and whether the debtor is a company or a private person come from
    the Lexware Office contact. The invoice PDF is attached automatically. Review and
    correct anything missing.
  </Step>

  <Step title="Review the reminders">
    Reminders recorded against the invoice in Lexware Office are imported
    automatically with date, deadline and amount — you do not retype them. If you
    dunned outside Lexware Office, add that by hand here.

    This matters legally: for consumers a reminder is normally required before
    default interest and collection costs can be claimed.
  </Step>

  <Step title="Send the order">
    Confirm how collection should start, answer the legal questions, accept the terms
    and choose **Auftrag absenden** (*send order*).
  </Step>
</Steps>

### Invoices that cannot be submitted

paywise deliberately refuses an invoice rather than creating a doubtful claim:

* **Drafts.** Vouchers in status `draft` are not issued invoices.
* **Paid invoices.** Vouchers in status `paid` are settled.
* **Incomplete recipient details.** paywise imports the invoice as an editable
  draft. Complete the name and address in paywise before submitting the order.
* **Already submitted** invoices are shown as *Eingereicht*.

<Note>
  Invoices written in another tool and only **recorded** in Lexware Office (vouchers of
  type *salesinvoice*) are found by paywise as well and can be submitted.
</Note>

## Mahnservice: importing invoices continuously

This integration feeds more than the one-off collection handover — it can also supply
the **paywise Mahnservice**, the pre-collection dunning service. paywise then fetches
your open invoices regularly and sends payment reminders on your behalf, before a case
becomes a collection matter. You set the Mahnservice up at
[app.paywise.de/mahnservice/](https://app.paywise.de/mahnservice/).

### Prerequisites

All of the following must be in place before the recurring sync starts:

* An **active Lexware Office connection** with a valid authorisation.
* A **Mahnservice subscription** and the **accepted Mahnservice terms**.
* A decided **import scope** — you determine once which invoices should be taken over.

### What paywise checks before every reminder

<Steps>
  <Step title="Regular sync">
    paywise fetches your open invoices from Lexware Office at fixed intervals. Newly opened
    invoices are picked up automatically.
  </Step>

  <Step title="Status check immediately before sending">
    Right before a reminder goes out, paywise queries the current invoice status in
    Lexware Office once more. If the invoice has been paid or cancelled in the meantime, no
    reminder is sent.
  </Step>

  <Step title="When in doubt, nothing is sent">
    If the status cannot be established beyond doubt — because Lexware Office is temporarily
    unreachable, for instance — paywise holds the reminder back. That is deliberate: a
    reminder sent late is better than one sent to somebody who has already paid.
  </Step>
</Steps>

Payments paywise finds in Lexware Office during a sync end the dunning process
automatically.

<Note>
  **Invoices that were only recorded are dunned too.** Invoices written in another tool
  and merely booked into Lexware Office are recognised by the Mahnservice as well.

  While such a voucher is not yet booked in Lexware Office, or a payment for it is in
  flight, its status cannot be read unambiguously — paywise then holds off dunning it.
  Once you have booked the voucher or the payment is assigned, the dunning process
  continues normally.
</Note>

## 3. Disconnect

On the Lexware Office page, choose **Verbindung trennen** (*disconnect*) and confirm.

paywise then stops reading invoices from Lexware Office. Orders you already submitted
are unaffected — they are paywise cases and continue to be processed. paywise pauses
running dunning processes that depend on this connection. You can resume them after
reconnecting.

To reconnect later, simply run through the connection flow again.

## Troubleshooting

<AccordionGroup>
  <Accordion title="„Verbindung mit Lexware Office getrennt“ (connection disconnected)">
    The authorisation was withdrawn at Lexware Office, or expired. Choose
    **Verbindung erneuern** (*renew connection*) on the same page. Your previous
    orders are not affected.
  </Accordion>

  <Accordion title="„Verbindungsfehler“ (connection error) during registration">
    If paywise could not fetch the data from Lexware Office, the
    **Verbindungsfehler** card appears with *„Die Verbindung zu Lexware Office
    konnte nicht hergestellt werden. Bitte versuchen Sie es erneut."*

    **Erneut versuchen** (*try again*) restarts the registration. If it keeps
    failing, **Zur normalen Registrierung** (*to the normal registration*) takes you
    to the regular paywise sign-up — you then enter the company data yourself and
    connect Lexware Office later on the integration page.
  </Accordion>

  <Accordion title="The connection could not be established">
    Check that you signed in to Lexware Office with the right account and confirmed
    the authorisation, then try again.
  </Accordion>

  <Accordion title="„Für Ihr Unternehmen ist weiterhin eine andere Buchhaltungs-Anbindung aktiv“">
    Another classic bookkeeping integration was still active when the flow
    completed, but the confirmation to switch was no longer present. Nothing was
    changed. Start the connection again and confirm the switch.
  </Accordion>

  <Accordion title="The invoice list is empty">
    paywise shows only open vouchers. Drafts and paid invoices do not appear. Check
    the invoice status in Lexware Office.
  </Accordion>
</AccordionGroup>

## Questions

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