The service ledger, invoice and payment belong to the same workflow. Office staff can see what was delivered, what remains to be invoiced and which balance is outstanding.
The service catalogue connects services with categories and appointment types. Planned entries become delivered services after execution is confirmed; invoicing moves them to invoiced status. Cancelled items have a separate status. Booking an appointment alone is not a confirmation of delivery.
Choose the student or billing contact, due date and service period. Add items manually, from a catalogue or template, or from delivered services. The workflow includes drafts, issuing, PDFs, delivery, payments and cancellation; automation rules can be configured by school and student.
Factur-X/ZUGFeRD data is embedded as XML in a PDF/A-3 document. Accounting uses a DATEV EXTF/ZIP export with export history. Files can be handed over to the next accounting step; this export path does not include an ongoing DATEV cloud connection.
Manage bank accounts manually or through a FinAPI connection that we set up and check with your bank during beta onboarding. Reconciliation distinguishes clear matches, suggestions for confirmation and manual assignments. We also configure payment links and collection with your school’s payment provider and check which payment methods you can use.
The finance overview combines open, overdue and paid invoices with service balances. Reminder stages and deadlines are configurable; cases can be paused and resumed. An escalation marker records the status and does not automatically hand a case to a collection agency.
The instructor confirms services after the lesson; the student signs.
Office staff check the recipient and items from the service ledger.
Match the payment or follow up on a genuinely outstanding balance.
Hand over invoice data as DATEV files for further accounting.
Invoice payments and advance payments during registration are separate workflows. Registration advance payments are not yet available for every school. We discuss and check suitable payment methods during beta onboarding.
Invoices are generated as ZUGFeRD/Factur-X PDFs. This format does not replace GoBD certification or a review of your accounting process.
DATEV is available as EXTF/ZIP export files with export history. Direct transfers to the DATEV cloud are currently unavailable.
You can add a separate billing contact to the student profile and choose that contact as the invoice recipient.
The instructor confirms delivered services with the student’s signature. Office staff transfer delivered items from the service ledger to the invoice draft. Planned lessons alone are not enough.
Driving school management is in closed beta. Tell us about your school and workflows. We will discuss whether the scope, setup and access fit your school. Applying does not confirm admission or activate access.
Anyone working in the driving school management interface currently needs full school administration access. Finer office roles are not available yet. We plan responsibilities and access with you during onboarding.
Driving school management is in closed beta. Tell us about your school and workflows. We will discuss whether the scope, setup and access fit your school. Applying does not confirm admission or activate access.