Lexoffice

Lexoffice is Reonic's accounting connector for the German market. Once an offer is signed, you click Send to Lexoffice on the signed offer's Finalize sidebar, and Reonic creates the quote and/or invoice in Lexoffice from the offer's line items, prices, tax rates, and customer data.

Who this is for

• Installer admins wiring up Lexoffice for the first time.
• Your own account managers (the sales staff who send offers) who want to know what happens to a signed offer after they hit Send to Lexoffice.
• Back-office / bookkeeping roles needing to understand which document fields end up in Lexoffice after signature.

Before you start

• The offer must be signed before you can send it to Lexoffice. Drafts and pending signature requests can't be sent.
• You need admin rights to connect the integration (Settings > Company settings > Integrations > Post offers signature; the after-signature connectors, including Lexoffice, live under the Post offers signature sub-section). After it's connected, editor-or-higher roles can send each signed offer.
• Lexoffice is built for the German market (DE) and becomes active once you connect it. If the Send to Lexoffice button isn't visible on the Finalize sidebar, the connector isn't active for your workspace yet.
• Sending is a per-offer action: click Send to Lexoffice on the offer's Finalize sidebar after signature.

Find the integrations settings page

1. Click Settings in the bottom-left of the Portal.
2. Open Company settings > Integrations.
3. You see a list of every connector available for your workspace, grouped into sub-sections (the accounting connectors like Lexoffice live under Post offers signature).
4. Each connector row shows a status indicator (Connected / Not connected) and an action button (Connect / Disconnect).

Pro tip: The API, Webhooks, and Zapier configuration lives on a separate settings page (Settings > API / Developers, with Webhooks and API pages under it), not here. The named-integrations page on Settings > Company settings > Integrations is for pre-wired connectors with their own sign-in flow.

Connect Lexoffice

1. In Lexoffice, generate an API key under Settings > Public API.
2. In Reonic, open Settings > Company settings > Integrations > Post offers signature and find the Lexoffice connector.
3. Paste the API key into the API key field.
4. Optionally configure introduction text, header text, footer text, and invoice / quote mode (which Lexoffice document type each Reonic action creates). Reonic keeps these so every send uses the same look.
5. Save. The Send to Lexoffice button now appears on the Finalize sidebar of every signed offer.

This is the same flow you use to set up the Lexware interface: connect Lexoffice, choose your bill mode, and Reonic sends the signed offer. To bill in Lexoffice instead of inside Reonic, issue the invoices on the Lexoffice side once signed offers reach it. To stop using Reonic's own invoicing module, talk to your Reonic account manager.

Send a signed offer to Lexoffice

1. Open the signed offer in the Portal.
2. In the right-hand Finalize sidebar, find the Send to Lexoffice button.
3. Click it. Reonic sends the offer's line items, customer details, and your bill-mode preferences to Lexoffice.
4. The button shows a pending indicator, then updates to Sent with the Lexoffice record number and a deep link.
5. The status of each send is shown with the connector under Settings > Company settings > Integrations > Post offers signature.

What gets sent:

• A quote (Auftragsbestätigung) and/or an invoice (Rechnung), depending on your bill-mode setting and which Portal button you click. In quote-then-invoice mode, the first click creates the Auftragsbestätigung and a follow-up click after work-completion creates the Rechnung; invoice-only mode creates the Rechnung directly. Ask your Reonic account manager about the right pattern for your bookkeeping flow.
• Line items, prices, tax rates, currency, customer contact, and customer address.
• Reonic keeps a link between the signed offer and its Lexoffice quote or invoice, so you can always trace which offer became which Lexoffice document.

The signed PDF, checklists, and photos stay in Reonic. Upload them to Lexoffice manually if you need them on the accounting side.

Note: Sending to Lexoffice creates the customer as a Lexoffice contact if one doesn't exist, matching by email or name. A single signed offer can become both a new Lexoffice contact and a new quote/invoice in one click. To move existing contacts in bulk between Reonic and Lexware-family products in either direction, use the Reonic API or a Zapier flow.

Note: Sending is a per-offer manual click. If you want every signed offer to go across automatically, you can set up a Zapier automation that triggers whenever an offer is signed and passes it to Lexoffice for you.

Things to know

• Sending happens at signature, not at install completion or invoice issue. If a customer cancels the project after signature, cancel the invoice manually in Lexoffice and either create a Reonic credit note or void the partial there.
• Auth model: API key. Generate it in Lexoffice under Settings > Public API and paste it into the Reonic integration card.
• To rotate the API key, reconnect. The edit panel has a Disconnect / Cancel button. Disconnect, paste the new credential, then reconnect.
• Each signed version is tracked separately. A single offer with multiple signed variants (the re-signature path) links each signed version to its own Lexoffice document, which helps when reconciling.
• If a send fails, just try again. If Lexoffice is unreachable when you click Send, the send doesn't go through and the status shows the failure. Click Send again later. Re-sending the same signed offer won't create a duplicate document in Lexoffice.
• Check the send status when troubleshooting. Each send (success or failure) shows its status with the connector under Settings > Company settings > Integrations > Post offers signature. When you're asking "did this offer reach Lexoffice?", check there first.
• The Reonic connector targets Lexoffice, the Lexware-family cloud product. On a desktop Lexware product (Lexware Office, Lexware Buchhalter), route through Lexoffice's own connector or via the Reonic API / Webhooks / Zapier.
• To bring Lexware contacts into Reonic in bulk, create contacts via the Reonic API from a CSV export, wire a Zapier flow from Lexware into Reonic, or re-create them as you process leads through the request → offer flow (Reonic geocodes and de-duplicates as they land).
• Lexoffice works on both residential and commercial offers.

Need help?

• Step-by-step questions about this flow → contact your Reonic account manager.
• Feature requests / something missing → drop a note to your Reonic account manager.
• Bug reports → include a screenshot, the signed offer ID, and the send status shown with the connector under Settings > Company settings > Integrations > Post offers signature in your support email.

Last updated on August 4, 2026