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Recording an invoice as a receipt

Amount, date, issuer and factual category: turning the invoice PDF into a receipt the yearly summary counts.

Who this is for:
Owners
Editors
 2 min readUpdated: 02/09/2026

Step by step

  1. Upload the invoice into the property as a document of type "Invoice".E-invoices fill the fields themselves
  2. Add amount, invoice date and issuer, and the service period where useful.In the document's metadata dialog
  3. Check the suggested factual category, contractor work, property tax, insurance, and confirm it.Ordering, not tax classification
  4. Verify the yearly summary in the tax area: the receipt counts in the chosen year; duplicates are flagged.Same file or same triple stand out

The result: A complete receipt that appears in the property's yearly summary and is included in the yearly package export.

Important: The categories are factual ordering. Whether and how a receipt matters for tax is for your tax advisor to judge, ImmoDok makes no tax classification.

Open in the product

Documents

What if it does not work?

The receipt is missing from the yearly summary.
The summary orders by invoice date. Without a date the receipt lands in the tax area's open-items list.
A duplicate is reported.
Two receipts share the same file or the same issuer-amount-date triple. Keep one and delete the other.

Related guides

Receiving and keeping e-invoicesXRechnung and ZUGFeRD: store the structured original unchanged, have it checked locally and keep the evidence.Exporting the yearly package for the tax advisorOne calendar year, one package: all original receipts, receipt lists as CSV, a PDF summary and a manifest with checksums.Uploading a documentPreserve the original, confirm the type, add metadata, turning a file into a findable, countable record.