Accounting
Lexware Office past-due invoices, referred to collections in a few clicks
Lexware Office, previously known as lexoffice, is a German cloud accounting tool. If your German entity bills in Lexware Office, connect it to the Fortis portal and refer invoices that stay unpaid after reminders to collections. There is nothing to install.
Markets: Germany
Available in the Fortis portal
The Lexware Office (Lexoffice) connection is built into the portal and switched on for every creditor account. After signing in, you find it under Integrations.
How Fortis works with Lexware Office (Lexoffice)
Your team creates an API key in Lexware Office and pastes it into the portal. The portal reads past-due invoices every hour, with the dunning level from your Lexware reminders, and never writes to the account. You select accounts, check the preview and confirm the referral. The invoice PDF is then filed with the account, and payments in Lexware Office are followed: a partial payment lowers the balance, and a paid, credited or voided invoice puts the account on hold.
Typical data from Lexware Office (Lexoffice)
- Past-due invoices and down payment invoices
- Reminder notices and dunning level
- Customer contact and billing address
- Payments, credit memos and invoice PDF
Customer details are read only for invoices that meet your referral rule. Invoices that are not yet past due are not stored.
How to connect Lexware Office (Lexoffice)
- 1
Open a portal account
Register free in the Fortis portal, then open Integrations and choose Connect Lexware Office.
- 2
Create an API key
In Lexware Office, open Erweiterungen (extensions), then Public API, and create and copy a key. An account administrator can do this.
- 3
Paste and connect
Paste the key into the portal and confirm. The portal verifies it right away and loads your past-due invoices; optionally, set from which reminder accounts are referred.
- 4
Select and confirm
Select invoices, check the preview and confirm the referral. Fortis then handles collections, and you track every step in the portal.
Questions about the Lexware Office (Lexoffice) connection
Do we need to install anything?
No. Lexware Office is a cloud service with a public API. You only paste an API key; the portal reads the invoices itself.
Can Fortis change anything in our Lexware account?
No. The portal only reads. It writes nothing to Lexware Office, creates no vouchers and changes no contacts.
Which Lexware Office plan is required?
A plan with access to the Public API. If it is missing, the portal tells you when you connect.
How often does it sync?
Every hour, and on demand with Synchronise now. That is how payments, credit memos and cancellations in Lexware Office reach the account.
Are invoices referred without our approval?
No. A collection account opens only after you select invoices, check the preview and confirm the referral.
Related integrations
Prefer to connect through the Fortis API?
After review, you can link your own systems to Fortis through an individual API integration.
Lexware Office (Lexoffice) is a trademark of its respective owner. Fortis Inkasso is not a partner of the vendor; the connection uses the interfaces Lexware Office (Lexoffice) provides to its customers.