PlanifyMinds B2B

PlanifyMinds B2B is the invoicing app for freelancers, self-employed individuals, and small businesses across all industries: customers, orders, quotes, invoices, and XRechnung (German e-invoicing standard) directly on your Android smartphone or tablet, without any office software.

INVOICES

• Items with quantity, unit, unit price, discount, and VAT rate, plus date of service, cash discount, and due date

• Tax per invoice: standard taxation, small business (§ 19 German VAT Act), or reverse charge mechanism (§ 13b German VAT Act)

• Invoice PDF based on DIN 5008, with logo, address, bank details, tax ID number, and VAT for each tax rate

• The next invoice number is generated by the server – even with a second device, no duplicate numbers

• Issued invoices remain unchanged – including customer data, even if you change the customer later; Corrections are made via a cancellation invoice.

• From the order: Quote as a PDF and draft invoice with a tip

E-INVOICE

• Generate an XRechnung (XML invoice) according to EN 16931 from your invoice, even in the free version. It is generated on our server in Germany and checked during the process; you need an internet connection for this.

• Import and view incoming e-invoices: XRechnung (XML) and Factur-X/ZUGFeRD PDF, also via "Open with". Incoming invoices are displayed separately and remain unchanged (Pro).

• For public authorities: Routing ID is located at the customer's address and is included in the XRechnung (Business).

• Peppol-ready: You send the XRechnung XML to your own access point or provider. The app itself does not send anything via Peppol.

PAYMENTS AT A GLANCE

• Open, overdue, paid – on the home screen and in the invoice list

• Payment reminders, 1st and 2nd dunning notices as PDFs with new payment deadlines, without automatic sending (Pro)

• Send invoices with PDF and XRechnung via the share menu, e.g., via email app (Pro)

• Finances: Incoming and outgoing payments per month, quarter, or year, outstanding items, average payment terms, VAT, and top-performing customers (Pro)

FOR TAX CONSULTING (Pro)

• CSV files per invoice and per period

• GoBD export package per invoice: ZIP with PDF, XRechnung XML, and SHA-256 checksums

• Capture receipts via camera, gallery, or PDF. Text from PDFs is available on Android 15 and later, with suggestions via Gemini Nano on supported devices. Receipts remain on your device.

• No DATEV format and no archive: You are responsible for data storage.

CUSTOMERS AND ORDERS

• Customers with company name, contact person, address, and VAT ID number.

• Orders with statuses from "Requested" to "Paid"; they are stored only on your device.

OFFLINE
You can create and modify customer records and draft invoices offline; the changes will be transferred as soon as you are back online. Offline, you can view customer records and invoices and export them as PDFs. Issuing, canceling, XRechnung (e-invoicing), and importing require an internet connection.

PLANS

• Free: 5 customers, orders, and invoices each (deleted ones count), PDF with watermark, XRechnung included

• Basic: unlimited, PDF without watermark

• Pro: plus import, dunning notices, quotes and invoices via email, finance, receipts, CSV, and GoBD export package

• Business: plus routing ID for authorities and Peppol-ready

Basic, Pro, and Business are available as monthly or annual subscriptions.

YOUR DATA

• Customers and invoices are stored on our server in Germany in every plan; orders, quotes, company data, and receipts remain on your device. Your sender information is only included in the XRechnung, which the server generates and saves with the invoice.

• Account with email verification or login with Google or Apple

• Password only as a hash, login credentials in the Android key store

• You can delete your account and data directly in the app

• No ads, no tracking

Subscriptions run through Google Play and can be canceled there under "Payments & Subscriptions." Privacy policy: https://www.planifyminds.com/components/datenschutz

PlanifyMinds B2B does not replace tax or legal advice and is not accounting software.