Give agents the order and subscription details they need, and reach buyers the moment a payment fails.
Get more done with Tidio and Lexoffice integration
Answer Lexoffice invoice and payment questions in Tidio, and issue the document from the chat.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
Compare plans
Category
Finance
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Lexoffice
Answer billing questions directly
The Lexoffice invoice and its payment state reach the agent, so a billing question ends in the same conversation.
Confirm a payment landed
Payment status settles the question without an email to accounting.
Issue a credit note properly
A refund agreed in chat becomes a Lexoffice credit note with the right tax treatment.
Chase overdue invoices
Overdue documents can start a polite conversation with the amount and date attached.
Overview
Lexoffice holds the invoices, the receipts and the tax detail behind them. Most billing questions are about one document: where it is, what it covers, whether it was paid. Reading Lexoffice into Tidio lets whoever answers see the invoice and its payment status instead of asking accounting. An invoice or a credit note can also be created from the conversation once the details are agreed, with Lexoffice doing the numbering and the tax treatment.
Key features
- Invoice status in the chat See the Lexoffice document, its total and whether it is paid.
- Send the document again The current invoice goes to the customer from the conversation.
- Create documents from chat Lexoffice handles the numbering, the tax and the final file.
- Follow up with facts Payment status makes a reminder specific rather than awkward.
Lexoffice
Finance
Tags
Workflow Automation
Contact Sync
How it works
Connect Lexoffice in minutes
1
Connect Lexoffice and Tidio
Zapier, Integrately or Make links the Lexoffice API to Tidio, or a service calls the Tidio API directly.
2
Match the customer
Lookups key on the Lexoffice contact, so agree on email or customer number first.
3
Create documents in Lexoffice
Invoices and credit notes are issued there, with the numbering and tax rules applied.
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Frequently asked questions
Common questions about the Lexoffice integration
Can an agent create an invoice from a chat?
Yes, if you want that. The safer version is a draft: the conversation gathers the line items and the address, Lexoffice creates the document, and someone finalizes it. Numbering, tax and the legal form of the invoice stay with Lexoffice either way.
Does this handle German tax rules?
The rules stay where they are enforced. Lexoffice applies the tax treatment when it creates the document, so a chat never decides a rate. Talk to your tax advisor about which documents an agent should be able to issue at all.
Is the Lexoffice integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Lexoffice integration.