Accounting
Lexware Office and debt collection: hand over overdue invoices
Do you invoice with Lexware Office, previously lexoffice? Connect your account to the Fortis portal and hand invoices that stay unpaid after reminders to debt collection in a few clicks. 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)
You create an API key in Lexware Office and paste it into the portal. The portal reads your overdue invoices every hour, with the dunning level from your Lexware reminders, and never writes to your Lexware account. You select, check the preview and confirm the handover. The invoice then arrives in the case file as a PDF, and payments in Lexware Office are followed: a part payment lowers the claim, and a paid, credited or voided invoice puts the case on hold.
Typical data from Lexware Office (Lexoffice)
- Overdue invoices and down payment invoices
- Reminders and dunning level
- Customer details with address
- Payments, credit notes and the invoice PDF
The portal reads customer details only for invoices that meet your handover rule. Invoices that are not yet overdue are not stored.
How to connect Lexware Office (Lexoffice)
- 1
Create a portal account
Register free in the Fortis portal and open Integrations, then Connect Lexware Office.
- 2
Create an API key
In Lexware Office, open Erweiterungen (extensions), then Public API, and create and copy a key. You need the right to manage the account.
- 3
Paste it and connect
Paste the key into the portal and confirm. The portal checks it at once and reads your overdue invoices; if you like, set from which reminder invoices are handed over.
- 4
Select and confirm
Select invoices, check the preview and confirm the handover. From then on Fortis collects, and you follow every step in the portal.
Questions about the Lexware Office (Lexoffice) connection
Do I need to install anything?
No. Lexware Office is a cloud service with a public API. You only paste an API key; the portal reads your invoices itself.
Can Fortis change anything in my Lexware account?
No. The portal only reads. It writes nothing to Lexware Office, creates no vouchers and changes no contacts.
Which Lexware Office plan do I need?
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 at any time with Synchronise now. That is how payments, credit notes and cancellations in Lexware Office reach the case.
Are invoices handed over without my approval?
No. A collection case exists only once you select invoices, check the preview and confirm the handover.
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.