Invoice Manager (incl. DATEV Export)

by Clueware

Manage, filter and export Shopware documents such as invoices, credit notes, cancellations and delivery notes - including flexible DATEV export for your team.

Expected release: November 2026

Compatible with:

Self-hosted

Includes:

Free trial month

The subscription starts with a free trial month during which it can be canceled at any time.

All updates

During the subscription all released updates are included for free

Support from the Extension Partner

In case you have any questions or problems with your extension you can always ask the Extension Partner for help during the subscription.

Description

Highlights

Overview for invoices, credit notes, cancellations and delivery notes
Search, filter, open, download and export documents
Export as CSV, XLSX, PDF, TXT, JSON and XML
Flexible export profiles with configurable columns and formats
Advanced DATEV export with profiles, account logic and VAT mapping

Features

Dedicated document overview directly inside Shopware Administration
Supports invoices, credit notes, cancellations, delivery notes and other Shopware document types
Search by document number, customer data and other relevant information
Filter by document type, sales channel, date, amount, country, products and payment status
Open or download documents directly

Export the currently filtered document list
Export formats: CSV, XLSX, PDF, TXT, JSON and XML
Configurable export profiles for recurring workflows
Enable, disable, rename and reorder export columns
Create custom export columns with variables or formulas
Configurable file names, date formats, encoding and separators
Different row modes for documents, items and VAT
DATEV export with standard and advanced modes
SKR03/SKR04 presets, account logic, VAT and BU key mapping
Import and export export profiles and DATEV profiles as JSON

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About the Extension

Manage Shopware documents with less manual work

Clueware Invoice Manager gives you a dedicated document workspace inside Shopware Administration. Invoices, credit notes, cancellations, delivery notes and other Shopware document types can be searched, filtered, opened, downloaded and exported from one place.

Built for daily back-office work

The plugin is useful whenever documents need to be reviewed, prepared or exported regularly for accounting, tax advisors or internal reporting. The active document list is used as the export source: what you filter is what you export.

Search, sort and filter documents
Filter by document type, date, amount, country, sales channel, products and more
Open or download documents directly
Export the currently filtered results

Flexible export formats

Regular document exports are available as CSV, XLSX, PDF, TXT, JSON and XML. Export profiles help you reuse recurring setups without rebuilding them every time.

Enable, disable and reorder export columns
Create custom columns with variables or formulas
Configure file names, date formats, decimal separators and encoding
Adjust PDF layout, JSON output and XML root element
Use different row modes for documents, items and VAT

Advanced DATEV export

The integrated DATEV export is made for real accounting workflows. It includes standard and advanced modes, separate profiles, SKR03/SKR04 presets, VAT and BU key mapping, payment method mapping, DATEV header settings, EXTF fields, cost centers, OPOS options and flexible posting logic for invoices, corrections and cancellations.

Perfect for

Shops with many invoices and accounting documents
Teams that need reliable document exports
Merchants preparing structured DATEV data
Back-office and accounting workflows in Shopware

Details

Available: English, German, Polish
Latest update: 19 August 2026
Version: 4.0.3
Category: Administration

About the Extension Partner

Clueware

See all extensions

Partner Status

Shopware
Extension Starter

Details

Partner since: 2025

Support

Based in: Poland
Speaks: German, English
Response time: Very quickly

Setup

After installation, you will find Clueware Invoice Manager in Shopware Administration in the order area. Separate settings pages are available for regular document exports and DATEV exports.

View and filter documents

Go to the left-hand menu in Shopware Administration and open Orders > Invoices.
Use the search or the filters in the right sidebar to narrow down the document list.
You can filter by document type, document number, order number, date, amount, country, sales channel, products and payment status.
Open or download individual documents directly from the list actions.

Configure regular exports

Open the export settings via the context menu next to the Export button or via the plugin settings.
Create a new export profile or edit the active profile.
Choose grouping, row mode, fallback currency and correction handling.
Configure the columns: order, activation, header, data source and custom formulas.
Set technical options such as CSV separator, encoding, date format, decimal separator, PDF layout, JSON output and XML root element.
Save the profile.

The export uses the currently active filters from the document list. If you filter the documents first and then export, the file will contain only the matching results.

Configure DATEV export

Open the DATEV settings via the DATEV button or via the plugin settings.
Choose a mode: Standard for a quick setup or Advanced for full DATEV field configuration.
Select the account scheme, for example SKR03 or SKR04.
Review account logic, VAT mapping, BU keys, payment method mapping and the handling of shipping, discounts, returns and fees.
If needed, configure DATEV header data, EXTF fields, booking texts, document fields, cost centers, OPOS options and file format settings.
Save the configuration as a DATEV profile.

Import and export profiles

Export profiles and DATEV profiles can be exported as JSON files and imported again later. This is useful when you want to configure multiple shops in a similar way or keep a backup of your settings.

Note

Please review DATEV exports before importing them into your accounting software or sharing them with your tax advisor. Accounts, BU keys and tax mappings should always match your individual accounting setup.

4.0.3 6.7.0.0 - 6.7.13.0 19 August 2026

- Removed all Invoice Manager export and DATEV configuration profiles during a full uninstall, including sales-channel overrides.

- Replaced global Administration component overrides with Invoice Manager-scoped components.

4.0.2 6.7.0.0 - 6.7.12.2 5 August 2026

### Added

- Added VAT rate display to the invoice document list.

- Added optional VAT rate export columns for regular invoice exports and DATEV exports.

- Added optional billing and shipping country columns to the invoice list and regular export.

- Added a shipping country filter below the billing country filter.

### Changed

- Limited invoice country filter options to countries used by existing invoice documents.

- Renamed document creation labels to document date labels in the invoice list, filters, and regular export defaults.

### Fixed

- Improved temporary file handling for invoice and DATEV exports.

- Updated DATEV payment method loading to use a CLI-safe Shopware context.

4.0.1 6.7.0.0 - 6.7.11.1 27 June 2026

Changelog

[4.0.1] - 2026-06-24

Added

Added a native administration progress modal for regular and DATEV exports when the filtered document list contains more than 1000 documents.
Added a persistent first-visit info notification explaining that regular and DATEV exports use the active invoice list filters.

Changed

Kept the invoice manager administration menu entry visible without a route privilege and let the list page show the no-permission state itself.

Fixed

Fixed editing of the formula field in the regular export column configuration grid.
Removed administration deprecation warnings from the invoice document list by switching to data-source and disabling unused row selection.
Removed additional administration deprecation warnings from column settings and numeric filters.
Prevented the invoice list number filter from forwarding deprecated allowEmpty props to mt-number-field.
Removed the document number link from the invoice document list.

[4.0.0] - 2026-06-24

Added

Added independent configurable profiles for the regular invoice export, including create, load, save, delete, import, and export workflows.
Added a regular export configuration page with configurable columns, custom variable-based columns, file name templates, grouping, fallback currency, encoding, separators, PDF layout, JSON formatting, and XML root settings.
Added a context menu next to the regular Export button that opens the regular export settings.
Added optional item/VAT row splitting for both regular exports and DATEV exports, disabled by default.

Changed

Moved the invoice manager administration menu entry from Catalogues to Orders.
Changed regular CSV, TXT, XML, JSON, XLSX, and PDF generation to respect the active regular export profile.

[3.0.9] - 2026-05-29

Added

Added an order date filter to the invoice list without predefined timeframe options.

Changed

Changed invoice list date filters to use direct date ranges instead of predefined timeframe selections.
Renamed the invoice creation date filter label to clarify that it filters by document creation date.
Hid the datepicker clear icon inside invoice list date filters.

Fixed

Fixed inclusive date range handling for invoice list date filters so selected start and end dates include the whole day.
Fixed order date filtering for saved filters by normalizing legacy stored date/time criteria to the order date field.

[3.0.8] - 2026-05-29

Changed

Changed the default DATEV booking text template to use {{ document.documentType }} instead of the fixed Rechnung label.

Fixed

Fixed DATEV settings back navigation so entries from the invoice list return to the invoice list, while settings entries return to settings.
Fixed invoice list amount display for correction and storno documents so negative values are shown as negative.

[3.0.0] - DATEV Export Series

Current package version in composer.json: 4.0.1

Added

Added DATEV export directly from the invoice list, using the current document selection and active filters.
Added a dedicated DATEV configuration page in Shopware Administration with separate ACL-protected access.
Added support for standard and advanced DATEV export modes.
Added configurable DATEV profiles with create, load, save, rename, delete, and "save current setup as a new profile" workflows.
Added JSON import and export for a single DATEV profile or the full DATEV profile library.
Added configurable posting targets for customer accounts, payment clearing accounts, and revenue-based clearing accounts.
Added configurable VAT mappings, payment method mappings, account mappings, templates, cost center defaults, and technical CSV/EXTF settings.
Added configurable DATEV column handling, including the advanced EXTF field catalog and optional column activation.
Added grouping options for per-document exports and daily aggregate bookings.
Added support for separate or combined handling of shipping postings.
Added export file name templates and configurable DATEV header metadata.
Added extension events before and after DATEV export generation.
Added automated tests for DATEV configuration normalization, profile handling, posting account resolution, and refund posting behavior.

Changed

Reworked the plugin from a general invoice export tool into a full DATEV export solution for accounting workflows.
Normalized DATEV configuration storage into a versioned multi-mode structure to keep standard and advanced setups separate.
Extended the advanced field catalog with the Shopware order number and resilient handling for legacy or unknown imported fields.
Added configurable refund handling with both negative posting mode and storno-style reversal logic.

Fixed

Fixed Negative booking and storno handling for DATEV correction documents whose underlying Shopware line items still carry positive source amounts.
Added safe fallback handling when payment clearing accounts or VAT clearing accounts are missing.
Prevented invalid DATEV profile operations by rejecting empty names, duplicate names, and deletion of the last remaining profile.
Improved legacy DATEV JSON imports by normalizing older flat configurations into the current storage structure.
Added warnings for exports that span multiple calendar years so fiscal year settings can be reviewed before import.

[2.0.0] - Invoice Export Series

Added

Added export actions to the invoice list in Shopware Administration.
Added invoice export formats for CSV, XLSX, TXT, XML, JSON, and PDF.
Added localized export file names based on the active administration language.
Added PDF export rendering optimized for invoice-friendly output instead of raw data-only formats.
Added export endpoints that reuse the current filter and criteria selection from the invoice overview.

Changed

Expanded the invoice data extraction to include order, customer, payment, address, currency, and product information in the exported payload.
Turned the plugin from a read-only invoice browser into an operational export tool for back-office users.

[1.0.0] - Invoice Browser Series

Added

Added a dedicated Shopware Administration module for browsing invoice documents.
Added an invoice list with search, sorting, pagination, and document-focused filtering.
Added an invoice detail view for inspecting document and order information.
Added direct document open and download actions from Administration.
Added separate viewer and editor privilege mappings for controlled backend access.