Create invoices and offers in accordance with GoBD using Word or Excel

Free invoice templates

They can be found almost everywhere on the Internet: Free Word and Excel templates for offers and invoices in the craft sector. No nerve-wracking software installation, you don't have to be a computer expert to do it, and you don't have to learn new software.

Is it really that easy? Not entirely. The supposedly obvious things are then suddenly missing. It starts off quite banal: The recipient, for example, has to be manually typed in every time and cannot be selected beforehand. This is followed by the document number, which must be consecutive. That is very important.

Automatic number assignment would be very practical and not as susceptible to careless errors, wouldn't it? And who doesn't know it — one wrong paragraph and it's gone through the entire formatting and layout. (And two continents were also moved in the process).

These are all things that happen automatically in a good editor, within a craftsman's software. Why So that YOU can focus on what's important.

Oh and how was that again with the GoBD?

‍Principles for the proper administration and storage of books, records and documents in electronic form and for data access

Is invoicing with Word and Excel GoBD compliant?

These principles are very important when preparing and storing invoices. Find out how to write an invoice correctly you here.

Among other things, the GoBD requires that electronic data, such as documents created with Word or Excel, be complete, correct, ordered and unalterable must be saved. This is intended to counteract misuse and manipulation.

For invoicing, in particular, the Principle of immutability of great importance. A booking or recording may only be changed if the original content remains comprehensible. Changes and deletions must be recorded accordingly.

Your digital documents must therefore be stored in such a way that overrides can only be made with a label. Exactly that is usually not the case with your normal file system on your computer. The files can be changed there at any time. Even the conversion into a PDF file or an additional filing of invoices in paper form or in a simple cloud is not enough.

Briefly and painlessly, this means: If you create your invoices with Word, Excel or a comparable word processor, the whole thing is not GoBD compliant.

And now what? But expensive installation and learning new software?

We can understand the idea of jumping into Word and Excel for now. So when you start a business, you have 1000 other things on your mind: setting up a bank account, first orders, expensive tools and much more. And now software?

And this is exactly where we come in. What if we tell you that there is software for which you A definitely don't need to have studied IT and B that is also cheaper than your weekly purchase? And it is GoBD-compliant too!

With this really good craftsman software, you can write your documents faster, easier and more efficiently than with Word and Excel. In the end, this means more time for you to do your job and less time for annoying office work, legally secure and paperless.

The bottom line is that:

• Word and Excel are great tools, but not for preparing quotes and invoices.
• To be on the right page in compliance with GoBD, you need good craftsman software.
• Good software relieves you of all the banalities and focuses on the essentials in the office.
• You save yourself time and therefore nerves and can concentrate on what really creates value, your craft.

Our recommendation: Take a look at Plancraft!

With Plancraft Write your offers and invoices easier and faster than ever. In our document editor, you can calculate your offers more efficiently and, of course, in compliance with GoBD!

And yes: You can simply import your contacts and add them with just a few clicks. We could list so many more reasons.

But it's best to listen to our users and take a look at our reviews, for example!

‍