Title: KleinBooks – German Invoicing &amp; Buchhaltung
Author: opskleinbooks
Published: <strong>September 30, 2026</strong>
Last modified: October 1, 2026

---

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# KleinBooks – German Invoicing & Buchhaltung

 By [opskleinbooks](https://profiles.wordpress.org/opskleinbooks/)

[Download](https://downloads.wordpress.org/plugin/kleinbooks.1.9.15.zip)

 * [Details](https://wordpress.org/plugins/kleinbooks/#description)
 * [Reviews](https://wordpress.org/plugins/kleinbooks/#reviews)
 *  [Installation](https://wordpress.org/plugins/kleinbooks/#installation)
 * [Development](https://wordpress.org/plugins/kleinbooks/#developers)

 [Support](https://wordpress.org/support/plugin/kleinbooks/)

## Description

**Heute Kleinunternehmer, morgen mit Umsatzsteuer — KleinBooks wächst mit.**

KleinBooks brings the German business workflow — **Angebot  Rechnung** (quote  invoice)—
directly into your own WordPress admin. No second tool, no monthly SaaS subscription.
Start as a Kleinunternehmer (§19 UStG); when your business passes the €25,000 limit,
switch to Regelbesteuerung (standard VAT) with one confirmed click and keep working
in the same tool.

#### Free

 * Write quotes (Angebote) and convert them to an invoice in one click
 * Invoices with the German mandatory fields (§14 UStG) and sequential numbers
 * Clean PDF invoices & quotes, sent by email
 * Clients, and expenses with categories, recurring costs and receipt upload
 * Dashboard and a Taxes overview: revenue, expenses, profit and an estimated tax
   reserve
 * §19 thresholds (€25,000 previous year / €100,000 current year) with a warning
   before you reach them
 * **Kleinunternehmer  Regelbesteuerung switch** — 19 % / 7 % VAT, net / VAT / gross
   on invoices and quotes, USt-IdNr, input VAT (Vorsteuer) on expenses and a VAT-
   owed (USt-Zahllast) overview. Invoices you already issued keep their tax treatment.

#### Pro

KleinBooks Pro (€59 / year plus VAT, 14-day free trial without credit card) is a
separate paid version for when you need to be audit-ready:

 * **GoBD lock** — sent invoices can no longer be changed; corrections go through
   a proper Stornorechnung (own number) and an optional correction invoice
 * **DATEV export** (EXTF, SKR03/SKR04) for your tax advisor
 * **USt-Voranmeldung** — your quarterly or monthly VAT return figures (Ist or Soll
   taxation) with PDF
 * **ZUGFeRD / Factur-X e-invoices** — for VAT-registered businesses (issuing becomes
   mandatory from 2027/2028); Kleinunternehmer are exempt from issuing e-invoices
 * **AfA / Abschreibung** — depreciation of assets

The free version is an invoicing tool: sent invoices stay editable. GoBD lock with
Storno is part of KleinBooks Pro.

#### Source code

The admin app is built with React (@wordpress/scripts). The full unminified source
for the compiled bundle in `assets/`, together with build instructions, is included
in the plugin’s `src/` directory.

## Screenshots

[⌊Dashboard: revenue, open invoices, expenses and your Kleinunternehmer limit at
a glance.⌉⌊Dashboard: revenue, open invoices, expenses and your Kleinunternehmer
limit at a glance.⌉[

Dashboard: revenue, open invoices, expenses and your Kleinunternehmer limit at a
glance.

[⌊Invoices with automatic sequential numbers, status, due date and payment tracking.⌉⌊
Invoices with automatic sequential numbers, status, due date and payment tracking
.⌉[

Invoices with automatic sequential numbers, status, due date and payment tracking.

[⌊Clean invoice PDF with the §19 UStG notice, ready to send by email.⌉⌊Clean invoice
PDF with the §19 UStG notice, ready to send by email.⌉[

Clean invoice PDF with the §19 UStG notice, ready to send by email.

[⌊Quotes (Angebote) that turn into an invoice in one click.⌉⌊Quotes (Angebote) that
turn into an invoice in one click.⌉[

Quotes (Angebote) that turn into an invoice in one click.

[⌊Expenses by category, including recurring subscriptions.⌉⌊Expenses by category,
including recurring subscriptions.⌉[

Expenses by category, including recurring subscriptions.

[⌊Taxes: profit, tax reserve estimate and the §19 UStG thresholds.⌉⌊Taxes: profit,
tax reserve estimate and the §19 UStG thresholds.⌉[

Taxes: profit, tax reserve estimate and the §19 UStG thresholds.

[⌊Settings: switch between Kleinunternehmer (§19) and Regelbesteuerung (VAT) with
one confirmed click.⌉⌊Settings: switch between Kleinunternehmer (§19) and Regelbesteuerung(
VAT) with one confirmed click.⌉[

Settings: switch between Kleinunternehmer (§19) and Regelbesteuerung (VAT) with 
one confirmed click.

## Installation

 1. Install KleinBooks from the WordPress plugin directory, or upload it to `/wp-content/
    plugins/kleinbooks`.
 2. Activate the plugin through the **Plugins** screen in WordPress.
 3. Open **KleinBooks** in the admin menu and create your first invoice.

## FAQ

### Is KleinBooks free?

Yes. Quotes, invoices, expenses and the §19  Regelbesteuerung switch are free and
fully functional. GoBD lock with Storno, DATEV export, USt-Voranmeldung, e-invoicing
and AfA are part of KleinBooks Pro.

### I’m over the €25,000 Kleinunternehmer limit — does KleinBooks still work for me?

Yes. In Settings, switch the tax regime from Kleinunternehmer (§19) to Regelbesteuerung.
New invoices and quotes then show net, VAT (19 % or 7 %) and gross amounts and your
USt-IdNr; invoices you already issued keep their §19 treatment. KleinBooks never
switches automatically — it warns you as you approach the limits, and you decide
when to switch (ideally together with your tax advisor).

### Does the free version make me GoBD-compliant?

No. The free version is an invoicing tool — sent invoices stay editable. The GoBD
lock with Storno, DATEV export and e-invoicing are part of KleinBooks Pro.

### Do I need an external service or account?

No. KleinBooks runs inside your own WordPress install and your business data (clients,
quotes, invoices, expenses) stays on your own site. The plugin uses the Freemius
SDK for licensing and updates of KleinBooks Pro; if you opt in, Freemius also receives
basic site and usage data (you can skip this). No invoicing data is sent to KleinBooks
or Freemius.

### Can I write quotes (Angebote)?

Yes, in the free version. Write an Angebot, send it as a PDF by email, and when 
the client accepts, convert it into a draft invoice in one click — the invoice stays
editable so you can make any last changes before sending. The quote and the invoice
stay cross-linked so you always see where each one came from.

## Reviews

There are no reviews for this plugin.

## Contributors & Developers

“KleinBooks – German Invoicing & Buchhaltung” is open source software. The following
people have contributed to this plugin.

Contributors

 *   [ opskleinbooks ](https://profiles.wordpress.org/opskleinbooks/)
 *   [ Freemius ](https://profiles.wordpress.org/freemius/)

[Translate “KleinBooks – German Invoicing & Buchhaltung” into your language.](https://translate.wordpress.org/projects/wp-plugins/kleinbooks)

### Interested in development?

[Browse the code](https://plugins.trac.wordpress.org/browser/kleinbooks/), check
out the [SVN repository](https://plugins.svn.wordpress.org/kleinbooks/), or subscribe
to the [development log](https://plugins.trac.wordpress.org/log/kleinbooks/) by 
[RSS](https://plugins.trac.wordpress.org/log/kleinbooks/?limit=100&mode=stop_on_copy&format=rss).

## Changelog

#### 1.9.15

 * Pro: issued invoices are archived as PDF the moment they are issued (GoBD) — 
   later updates never change an issued document.
 * New: recurring expenses (subscriptions, rent, flat fees) are now booked automatically
   every month, quarter or year until you end the series. Automatic bookings are
   marked “receipt missing” so you can attach the invoice later. Existing recurring
   expenses continue from this update on — nothing is booked into the past.
 * Invoices without a service period now state “Leistungsdatum entspricht dem Rechnungsdatum”(§
   14 UStG); issuing an invoice for a client without a full address shows a warning.
 * The invoice list shows amount and status again; the expenses page shows quarterly
   recurring costs correctly.
 * Clients: example placeholders, in-app delete confirmation, and a reminder before
   closing a form with unsaved changes. Clients with offers can no longer be deleted.
 * Escape closes forms; clearer wording when switching between Kleinunternehmer 
   and Regelbesteuerung.

#### 1.9.14

 * Contains all 1.9.13 changes (1.9.13 was only released as KleinBooks Pro).
 * Privacy: invoice PDFs are no longer stored as public files; they are only shown
   to logged-in users. Receipt files get unguessable names.
 * Fixed: an invoice number is never reused, even after deleting an issued invoice.
 * New invoices get a due date from your payment terms; invoices without one no 
   longer show as overdue.

#### 1.9.13

 * Privacy: invoice PDFs are no longer stored as public files; they are only shown
   to logged-in users. Receipt files get unguessable names.
 * Fixed: an invoice number is never reused, even after deleting an issued invoice.
 * New invoices get a due date from your payment terms; invoices without one no 
   longer show as overdue.
 * The estimated tax reserve no longer goes below zero.

#### 1.9.12

 * Fixed: adding a second client failed with “Failed to save client” on new installs.
 * Clients page shows errors in the app instead of browser popups.
 * PDF invoices and quotes now show quantity × unit price on every line (§14 UStG),
   German dates, and the address in standard German order.
 * Converting a quote into an invoice uses the normal invoice number format (e.g.
   RE-2026-002).
 * Amounts with cents always show two decimals (149,50 €).
 * New plugin icon.

#### 1.9.11

 * Fixed: activating KleinBooks Pro while the free version is active no longer fails—
   the free version is switched off automatically.
 * Fixed: a cancelled invoice’s Stornorechnung appears in the list right away; empty
   due dates no longer show “Invalid Date”.
 * Dashboard: the Kleinunternehmer budget now uses paid revenue against the €25,000
   limit, the same figures as the Taxes page.
 * Settings shows the real invoice number format (e.g. RE-2026-001).

#### 1.9.10

 * An invoice now counts as issued as soon as it leaves Draft — by email, “Issue
   Invoice” or setting it to Paid — and its issue date is recorded in every case.
 * Settings: corrected the Kleinunternehmer note to the current limits (€25,000 
   previous year / €100,000 current year, since 2025).
 * Plugin description and Help page now mention the Regelbesteuerung (VAT) switch
   and the USt-Voranmeldung in Pro.
 * Upgrade cards show the actual Pro price (€59 / year plus VAT) and link to the
   14-day free trial.
 * The KleinBooks icon now shows on the opt-in and pricing screens.

#### 1.9.9

 * Translations now come from translate.wordpress.org; bundled language files removed.
 * This plugin no longer contains any code for KleinBooks Pro features. Pro (GoBD
   lock + Storno, DATEV export, AfA, ZUGFeRD) is a separate download.
 * The shipped React source in src/ now exactly matches the compiled bundle in assets/.

#### 1.9.8

 * Updated bundled library sabberworm/php-css-parser to 9.4.0 (used by dompdf for
   CSS/SVG parsing) and its dependency thecodingmachine/safe to 3.4.0.
 * Minimum PHP raised to 8.1, required by the updated libraries.

#### 1.9.7

 * All CSS/JS now loads through the WordPress enqueue API (app page + admin pages;
   new assets/admin.css).
 * React app source now included in the plugin (src/ with build instructions).
 * Library updates: dompdf 3.1.5 (PDF rendering verified identical), Freemius SDK
   2.13.4, security patches for bundled fpdi/symfony components.
 * Translations load on init (WP 6.7+ i18n timing).
 * Fixed a corrupted CSS color value on the Email Log page.

#### 1.9.6

 * Header fix: distinct Plugin URI / Author URI (WordPress.org requires them to 
   differ; removed the redundant Author URI). No functional change.

#### 1.9.5

 * Final WordPress.org Plugin Check pass (0 errors on the generated free build) —
   resolved a last static-analysis flag on a prepared query. No functional change.

#### 1.9.4

 * Invoice and offer numbers are now year-based (e.g. RE-2026-009 / ANG-2026-009)
   so they stay unique across years, as §14 UStG requires. Existing numbers are 
   unchanged; new default prefix is RE-.
 * Internal WordPress.org compliance hardening.

#### 1.9.3

 * Hardening & WordPress.org compliance: fonts bundled locally (no external requests—
   GDPR-friendly), uploads handled through WordPress core (wp_handle_upload), complete
   output escaping, and internal code cleanup. Passes the official Plugin Check 
   with no errors. No feature changes.

#### 1.9.1

 * Freemium launch. Free core: German invoicing (§14 UStG), PDF & email, client 
   management, expenses, dashboard.
 * **New: Angebote (quotes/offers)** — write quotes, send them as PDF, and convert
   an accepted quote into a draft invoice in one click, with a bidirectional link
   between the two.
 * Quote numbering with a configurable prefix and validity period (Gültigkeit), 
   quote status tracking (sent / accepted / declined / expired / converted).
 * Invoice & quote emails are now in German.
 * KleinBooks Pro adds ZUGFeRD / Factur-X e-invoicing, DATEV export (EXTF, SKR03/
   SKR04), GoBD lock + Storno (cancellation), and AfA / Abschreibung.

## Meta

 *  Version **1.9.15**
 *  Last updated **10 hours ago**
 *  Active installations **Fewer than 10**
 *  WordPress version ** 6.0 or higher **
 *  Tested up to **7.1.2**
 *  PHP version ** 8.1 or higher **
 * Tags
 * [buchhaltung](https://wordpress.org/plugins/tags/buchhaltung/)[invoice](https://wordpress.org/plugins/tags/invoice/)
   [Rechnung](https://wordpress.org/plugins/tags/rechnung/)
 *  [Advanced View](https://wordpress.org/plugins/kleinbooks/advanced/)

## Ratings

No reviews have been submitted yet.

[Your review](https://wordpress.org/support/plugin/kleinbooks/reviews/#new-post)

[See all reviews](https://wordpress.org/support/plugin/kleinbooks/reviews/)

## Contributors

 *   [ opskleinbooks ](https://profiles.wordpress.org/opskleinbooks/)
 *   [ Freemius ](https://profiles.wordpress.org/freemius/)

## Support

Got something to say? Need help?

 [View support forum](https://wordpress.org/support/plugin/kleinbooks/)