DATEV

Overview

Invoice Radar can forward collected invoices to the document upload email address provided by DATEV. Each invoice is sent as a PDF attachment, so it arrives in your DATEV document workflow without a manual download and upload.

This integration uses Invoice Radar's Email Forwarding destination. It does not require your DATEV login details in Invoice Radar.

Requirements

A DATEV account with document uploads by email enabled
The DATEV upload email address for the intended company (Mandant)
An email address you can access to complete DATEV's sender verification

If you do not know the upload address, ask the person who manages your DATEV account or your tax adviser.

Setup

1. Add the email destination

Open Invoice Radar and go to Settings → Export
Click Add destination and select Email
Enter your DATEV upload address in Recipient Email
Leave Send all documents in one email disabled so invoices are sent as individual PDF attachments
Under Forward replies and verification emails to, enter an email address you can access
Choose which document types and start date to include
Save the destination

2. Verify the sender with DATEV

The email preview in Invoice Radar shows the unique From address used for your exports. DATEV may send a verification email to this address before accepting documents from it.

Invoice Radar automatically forwards that verification email to the address entered under Forward replies and verification emails to. Open the forwarded message and complete DATEV's verification steps.

3. Export invoices

Click Export Now in the Export settings to send all unsynced invoices. You can also export an individual invoice from its document details panel.

Invoice Radar tracks which invoices were sent to avoid duplicate exports. The export status confirms email delivery; processing and classification inside DATEV remain visible in DATEV.

Troubleshooting

DATEV does not accept the invoices

Confirm that the recipient is the correct DATEV upload address for the intended company
Check that the Invoice Radar sender address has been verified in DATEV
Keep Send all documents in one email disabled

The verification email does not arrive

Check the forwarding address in the Email destination
Check its spam or junk folder
Request a new verification email from DATEV after correcting the address

An invoice is missing in DATEV

Check the export status in Invoice Radar
Check the relevant inbox or unprocessed documents area in DATEV
Confirm that the invoice's document type is included in the destination

Privacy and security

Invoice PDFs pass through Invoice Radar's email service only while they are being forwarded and are not stored there. The recipient and verification-forwarding addresses are encrypted with the rest of your Invoice Radar organization data.

See Email Forwarding and Security & Privacy for more details.

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