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Seller data and tax mode

Store association data, tax mode (regular / small-business exemption §19 German VAT Act), IBAN, VAT ID and logo once — applies to all invoices.

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Chöre›Chor öffnen›Verwaltung›Kassenbuch›Rechnungen›Einstellungen›Steuer & Verkäufer

Diese Funktion ist nur im Web verfügbar.

Permission required: Cashbook › Invoices › Settings

What is it?

The seller data are the central master data of your choir for invoices. You store them once — afterwards they are filled in automatically on every new invoice.

Three areas

1. Tax mode

Mode When
Regular VAT-liable — per line item 0 / 7 / 19 % VAT
Small-business exemption §19 German VAT Act VAT-exempt — VAT column disappears, notice automatically appears on the invoice

2. Seller master data

  • Association name (per association register)
  • Street, postal code, city, country
  • VAT ID and/or tax number
  • Email, phone, website

3. Bank account

  • IBAN, BIC, bank name — appear in the footer of every invoice
  • Logo — upload PNG/JPG/SVG, appears in the letterhead
  • Default footer — e.g. association register, board, donation note — appears on every invoice in the footer

How to set it up

  1. Open Administration > Cashbook > Invoices > Settings > Tax & Seller.
  2. Pick the tax mode.
  3. Set defaults for currency, payment term and e-invoicing format.
  4. Fill in seller data completely.
  5. Enter bank details.
  6. Upload a logo (optional).
  7. Write a default footer (optional).
  8. Save.

What happens when required fields are missing

On finalization of an invoice Chorilo checks whether all required fields are set. For e-invoicing (ZUGFeRD/XRechnung) the requirements are stricter — if fields are missing, Chorilo blocks finalization with a concrete error message.

Recommendation: fill in everything before the first invoice, then it all runs smoothly.

Who is allowed to change this

You need cashbook.invoices.settings — a restrictive permission, since changes affect all future invoices.

Tips

  • Small-business toggle is association-wide, not per invoice. If you grow out of small-business status, simply switch.
  • Keep the VAT ID — even if you are a small business, it doesn't hurt to have a VAT ID (for intra-community supplies).
  • Upload a high-resolution logo — at least 600 px wide, transparent (PNG) is optimal.

Frequently asked questions

What's the difference to the donation settings?▾
Donation settings are for donation receipts. These settings are for your own invoices. There is overlap (association data, IBAN), but legally these are different documents with different required fields.
When do I use the small-business exemption §19 German VAT Act?▾
When your association is VAT-exempt under §19 UStG (e.g. less than 22,000 € turnover the previous year). Then every invoice automatically shows the notice, and VAT is calculated with 0 %. When in doubt, ask your tax advisor.
Do I need a VAT ID?▾
For pure small-business invoices no. For regular B2B invoices (also within the EU) yes. The VAT ID then appears on every invoice in the footer.
What's the difference between tax number and VAT ID?▾
The tax number is your German tax office number (format e.g. 21/815/08111). The VAT ID is EU-wide (format DE123456789). For B2B invoices to other EU countries (intra-community supply) you need the VAT ID, otherwise the tax number is enough.
My default footer is not shown on the invoice?▾
Check the template — the footer text is embedded via the variable {{invoice.footer_note}}. If the template does not contain this variable, the default footer will not appear. Insert the variable in the template editor.
Can I store a different bank account per account?▾
Currently no — one central bank account per choir (the cashbook bank accounts have their own IBAN, but that is for internal bookings, not for invoices). For external invoice bank accounts, use the central one stored here.

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