PlanifyMinds B2B

PlanifyMinds

In-app purchases

About this app

PlanifyMinds B2B is the business command center for small teams, freelancers, and service providers.

Manage customers, orders, invoices, and e-invoicing workflows in one central location – clearly organized, structured, and accessible on mobile devices.

With PlanifyMinds B2B, you can:

• Manage customers and organizations
• Create orders and track their status
• Prepare quotes as PDFs
• Create and edit invoices with line items
• Manage invoice statuses such as draft, open, paid, or canceled
• View and share PDF invoices
• Prepare and export XRechnung/XML invoices
• Create GoBD-compliant archives and CSV/DATEV exports
• Generate dunning notices as PDFs
• Keep track of financial data and outstanding receivables
• Store master data, tax information, and bank details for documents

The app is designed for users who want to clearly structure their business processes – from customer setup to invoicing and export.


E-Invoicing and Export

PlanifyMinds B2B supports e-invoicing workflows such as XRechnung/XML and prepares data for further export processes. For public sector clients, B2G fields such as routing ID can be used. Peppol-ready means: prepared for use with your own access point or an external provider.

Note: Individual features depend on the selected plan.

Free to Use

The app can be installed free of charge. Extended features such as additional exports, GoBD compliance, CSV/DATEV support, dunning notices, B2G fields, and Peppol-ready functionality can be unlocked via optional in-app subscriptions.

Data Privacy and Control

Users can have their account and associated data deleted. For more information on account and data deletion, please visit:

https://www.planifyminds.com/konto-loeschen

PlanifyMinds B2B is part of the PlanifyMinds product family for digital organization, business processes, and smart document workflows.