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Rechnungsempfänger",120,{"id":493,"uid":494,"url":7,"type":8,"href":495,"tags":496,"first_publication_date":497,"last_publication_date":498,"slugs":499,"linked_documents":501,"lang":16,"alternate_languages":502,"data":503},"at0XKhMAACcADtYh","nummernkreise","https://rechnungs-prod-c25x.cdn.prismic.io/api/v2/documents/search?ref=au2SNhIAACsAUxQH&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22at0XKhMAACcADtYh%22%29+%5D%5D",[],"2026-10-24T20:52:45+0000","2026-10-24T21:24:14+0000",[500],"wichtig-nach-dem-ersten-dokument-nicht-mehr-anderbar",[],[],{"title":504,"nav_group":63,"order":505},"Rechnungs- und Angebotsnummern festlegen",30,{"id":79,"uid":80,"url":7,"type":8,"href":81,"tags":507,"first_publication_date":83,"last_publication_date":84,"slugs":508,"linked_documents":509,"lang":16,"alternate_languages":510,"data":511},[],[86],[],[],{"title":90,"description":512,"nav_group":91,"order":92,"slices":513,"meta_title":703,"meta_description":704,"changefreq":705,"priority":706},"So machen Sie aus einem angenommenen Angebot mit einem Klick eine Rechnung: was übernommen wird, was Sie prüfen und wie es danach weitergeht.",[514],{"variation":515,"version":516,"items":517,"primary":518,"id":701,"slice_type":702,"slice_label":7},"default","initial",[],{"content":519},[520,525,529,540,543,547,550,562,565,571,574,577,580,586,589,592,595,599,607,610,618,621,624,627,630,638,641,644,647,655,663,671,674,682,690,693],{"type":521,"text":522,"spans":523,"direction":524},"paragraph","Hat Ihr Kunde ein Angebot angenommen, machen Sie daraus mit einem Klick eine Rechnung. RechnungsKlar übernimmt Kunde, Positionen und Texte in einen neuen Rechnungsentwurf. Sie prüfen den Entwurf, ergänzen, was fehlt, und stellen die Rechnung dann aus.",[],"ltr",{"type":526,"text":527,"spans":528,"direction":524},"heading2","Voraussetzung: Das Angebot ist angenommen",[],{"type":521,"text":530,"spans":531,"direction":524},"Den Knopf „In Rechnung umwandeln“ gibt es nur bei einem Angebot mit dem Status „Angenommen“. Bei einem Entwurf, einem versendeten oder einem abgelehnten Angebot fehlt er. Wie Sie ein Angebot als angenommen markieren, steht in der Anleitung „Angebot verschicken und Status setzen“.",[532],{"start":533,"end":534,"type":535,"data":536},241,278,"hyperlink",{"id":334,"type":8,"tags":537,"lang":16,"slug":341,"first_publication_date":338,"last_publication_date":339,"uid":335,"link_type":538,"isBroken":539},[],"Document",false,{"type":526,"text":541,"spans":542,"direction":524},"Angebot umwandeln",[],{"type":544,"text":545,"spans":546,"direction":524},"o-list-item","Öffnen Sie das Angebot unter „Angebote“.",[],{"type":544,"text":548,"spans":549,"direction":524},"Klicken Sie neben „Nächster Schritt“ auf „In Rechnung umwandeln“.",[],{"type":551,"url":552,"alt":553,"copyright":7,"dimensions":554,"id":557,"edit":558},"image","/images/prismic/angebot-umwandeln-01-b29d7760","angenommenes Angebot 22 mit dem Knopf „In Rechnung umwandeln“",{"width":555,"height":556},1201,930,"LV_NpPumaq1uXbtp",{"x":559,"y":559,"zoom":560,"background":561},0,1,"transparent",{"type":521,"text":563,"spans":564,"direction":524},"Eine Rückfrage gibt es nicht. RechnungsKlar meldet „Angebot wurde in eine Rechnung umgewandelt.“ und öffnet gleich die neue Rechnung.",[],{"type":551,"url":566,"alt":567,"copyright":7,"dimensions":568,"id":569,"edit":570},"/images/prismic/angebot-umwandeln-02-3b78ffc8","der neue Rechnungsentwurf",{"width":555,"height":556},"lndfQXaT1g8PGW73",{"x":559,"y":559,"zoom":560,"background":561},{"type":521,"text":572,"spans":573,"direction":524},"Die Rechnung ist ein Entwurf: Sie hat noch keine Rechnungsnummer und ist noch nicht beim Kunden. Ihre fortlaufende Nummer erhält sie erst beim Ausstellen. Rechts unter „Ereignisse“ steht, dass die Rechnung aus einem Angebot erstellt wurde.",[],{"type":526,"text":575,"spans":576,"direction":524},"Das Angebot nach dem Umwandeln",[],{"type":521,"text":578,"spans":579,"direction":524},"Das Angebot hat jetzt den Status „In Rechnung umgewandelt“. Neben „Nächster Schritt“ steht „Rechnung öffnen“, damit kommen Sie jederzeit zur Rechnung. Denselben Link finden Sie im Reiter „Positionen“ unter den Summen und rechts unter „Ereignisse“.",[],{"type":551,"url":581,"alt":582,"copyright":7,"dimensions":583,"id":584,"edit":585},"/images/prismic/angebot-umwandeln-03-8f50126c","Angebot 22 mit Status „In Rechnung umgewandelt“ und „Rechnung öffnen“",{"width":555,"height":556},"JkIR3jSm2EKqtff3",{"x":559,"y":559,"zoom":560,"background":561},{"type":521,"text":587,"spans":588,"direction":524},"Jedes Angebot lässt sich nur einmal umwandeln, den Knopf „In Rechnung umwandeln“ gibt es danach nicht mehr. Herunterladen und per E-Mail senden können Sie das Angebot weiterhin.",[],{"type":526,"text":590,"spans":591,"direction":524},"Was die Rechnung übernimmt",[],{"type":521,"text":593,"spans":594,"direction":524},"Aus dem Angebot kommen:",[],{"type":596,"text":597,"spans":598,"direction":524},"list-item","Kunde, Gebäude (Leistungsort) und Projekt.",[],{"type":596,"text":600,"spans":601,"direction":524},"Alle Positionen in derselben Reihenfolge, mit Beschreibung, Menge, Einheit, Einzelpreis, USt-Satz und Kostenart. Titel, Textzeilen und Positionsnummern bleiben erhalten, siehe „Rechnung gliedern“.",[602],{"start":603,"end":604,"type":535,"data":605},177,194,{"id":94,"type":8,"tags":606,"lang":16,"slug":101,"first_publication_date":98,"last_publication_date":99,"uid":95,"link_type":538,"isBroken":539},[],{"type":596,"text":608,"spans":609,"direction":524},"Die Textbausteine sowie Einleitungs- und Schlusstext.",[],{"type":596,"text":611,"spans":612,"direction":524},"Der Steuermodus und das Kästchen „Reverse-Charge (§13b UStG)“, siehe „Reverse-Charge (§13b UStG) auf einer Rechnung“.",[613],{"start":614,"end":615,"type":535,"data":616},70,115,{"id":348,"type":8,"tags":617,"lang":16,"slug":354,"first_publication_date":352,"last_publication_date":12,"uid":349,"link_type":538,"isBroken":539},[],{"type":521,"text":619,"spans":620,"direction":524},"Neu gesetzt werden:",[],{"type":596,"text":622,"spans":623,"direction":524},"„Rechnungsdatum“: der heutige Tag.",[],{"type":596,"text":625,"spans":626,"direction":524},"„Zahlungsziel (Tage)“: 14 Tage.",[],{"type":596,"text":628,"spans":629,"direction":524},"„Leistungsdatum / Leistungszeitraum“: bleibt leer, denn das Angebot hat kein Leistungsdatum.",[],{"type":596,"text":631,"spans":632,"direction":524},"„Aufbewahrungshinweis für Privatkunden“: ist angehakt, wenn der Kunde ein Privatkunde ist, siehe „Aufbewahrungshinweis für Privatkunden (§14b UStG)“.",[633],{"start":634,"end":635,"type":535,"data":636},98,147,{"id":135,"type":8,"tags":637,"lang":16,"slug":141,"first_publication_date":139,"last_publication_date":99,"uid":136,"link_type":538,"isBroken":539},[],{"type":521,"text":639,"spans":640,"direction":524},"Angebotsnummer und „Gültig bis“ stehen nicht auf der Rechnung.",[],{"type":526,"text":642,"spans":643,"direction":524},"Rechnung prüfen und ausstellen",[],{"type":521,"text":645,"spans":646,"direction":524},"Klicken Sie im Entwurf auf „Bearbeiten“ und öffnen Sie den Reiter „Daten & Zahlung“. Prüfen Sie Rechnungsdatum und Zahlungsziel und tragen Sie unter „Leistungsdatum / Leistungszeitraum“ ein, wann Sie die Arbeiten ausgeführt haben. Ohne diese Angabe lässt sich die Rechnung speichern, aber nicht ausstellen. Sichern Sie mit „Änderungen speichern“.",[],{"type":551,"url":648,"alt":649,"copyright":7,"dimensions":650,"id":653,"edit":654},"/images/prismic/angebot-umwandeln-04-4c529944","Reiter „Daten & Zahlung“ (Zahlungsziel 14, Leistungsdatum leer mit Hinweis)",{"width":651,"height":652},1188,1008,"HtFX0C8cMmKmxbYW",{"x":559,"y":559,"zoom":560,"background":561},{"type":521,"text":656,"spans":657,"direction":524},"Auch Positionen und Texte ändern Sie hier noch, etwa wenn Leistungen dazugekommen oder weggefallen sind. Das ändert nur die Rechnung, das Angebot bleibt, wie es war. Die Reiter funktionieren wie beim Erstellen einer Rechnung, siehe „Rechnung erstellen: der Assistent Schritt für Schritt“.",[658],{"start":659,"end":660,"type":535,"data":661},233,286,{"id":66,"type":8,"tags":662,"lang":16,"slug":72,"first_publication_date":70,"last_publication_date":28,"uid":67,"link_type":538,"isBroken":539},[],{"type":521,"text":664,"spans":665,"direction":524},"Ist alles richtig, klicken Sie auf „Rechnung ausstellen“. Wie das geht, steht in der Anleitung „Rechnung ausstellen und per E-Mail senden“.",[666],{"start":667,"end":668,"type":535,"data":669},96,137,{"id":322,"type":8,"tags":670,"lang":16,"slug":72,"first_publication_date":326,"last_publication_date":84,"uid":323,"link_type":538,"isBroken":539},[],{"type":526,"text":672,"spans":673,"direction":524},"Gut zu wissen",[],{"type":596,"text":675,"spans":676,"direction":524},"Gehört das Angebot zu einem Projekt, gehört auch die Rechnung dazu, siehe „Projekte anlegen und verwalten“.",[677],{"start":678,"end":679,"type":535,"data":680},75,105,{"id":23,"type":8,"tags":681,"lang":16,"slug":30,"first_publication_date":27,"last_publication_date":28,"uid":24,"link_type":538,"isBroken":539},[],{"type":596,"text":683,"spans":684,"direction":524},"Aus einem Angebot entsteht immer eine normale Rechnung, keine Abschlagsrechnung. Wie Sie Abschläge in Rechnung stellen, steht in der Anleitung „Abschlagsrechnung erstellen“.",[685],{"start":686,"end":687,"type":535,"data":688},144,171,{"id":122,"type":8,"tags":689,"lang":16,"slug":128,"first_publication_date":126,"last_publication_date":28,"uid":123,"link_type":538,"isBroken":539},[],{"type":596,"text":691,"spans":692,"direction":524},"Löschen Sie den Rechnungsentwurf, bleibt das Angebot „In Rechnung umgewandelt“ und lässt sich nicht ein zweites Mal umwandeln. Die Rechnung schreiben Sie dann mit „Neue Rechnung“ neu. Ändern Sie den Entwurf deshalb lieber mit „Bearbeiten“, statt ihn zu löschen.",[],{"type":596,"text":694,"spans":695,"direction":524},"Die Umwandlung steht mit Datum im Reiter „Ereignisse“ des Angebots und der Rechnung. Dort können Sie auch eigene Notizen festhalten, siehe „Kommentare im Reiter ‚Ereignisse‘“.",[696],{"start":697,"end":698,"type":535,"data":699},140,173,{"id":454,"type":8,"tags":700,"lang":16,"slug":460,"first_publication_date":458,"last_publication_date":458,"uid":455,"link_type":538,"isBroken":539},[],"content$7d2c4e91-3a5b-4f8e-9c1d-6b0a2e5f8c47","content","Angebot in Rechnung umwandeln in RechnungsKlar","Angenommenes Angebot mit einem Klick in eine Rechnung umwandeln: Kunde, Positionen und Texte werden übernommen, Leistungsdatum und Zahlungsziel prüfen.","monthly","0.5",1793954427269]