
Overviews
How it works?
Generate invoices from orders
Create Lexoffice invoices when new orders are placed in your e-commerce platform or CRM, including all customer details, line items, and tax calculations.
Sync customer information
Keep customer records synchronized between Lexoffice and your CRM by updating contact details, addresses, and payment terms whenever changes occur in either system.
Track payment status
Monitor invoice payment status in Lexoffice and trigger follow-up workflows, update accounting records, or send payment reminders based on due dates and payment confirmations.
Record business expenses
Capture receipts from email attachments or expense tracking apps and create corresponding expense entries in Lexoffice with proper categorization and tax details.
Update project accounting
Link project management time entries and expenses to Lexoffice invoices, ensuring accurate billing for client work and maintaining detailed project profitability records.
Generate financial reports
Extract revenue data, expense summaries, and tax information from Lexoffice and compile them into custom reports for stakeholders using your preferred tools.
Manage recurring invoices
Set up automated workflows that create subscription invoices in Lexoffice based on recurring billing schedules and update customer subscription status across platforms.
Archive financial documents
Save completed invoices, receipts, and financial statements from Lexoffice to cloud storage services with proper naming conventions and folder organization for compliance.

Configure
Build
End-to-end billing automation
Build a complete invoicing system that captures sales from multiple channels, generates compliant invoices in Lexoffice, sends them to customers via email, tracks payment status, and updates your CRM and project management tools throughout the billing lifecycle.
“You can’t do this anywhere else.”



















































Your stack,
connected.

