sorted

Sorted — Freelancer Tax & Invoicing Automation

Automates getSorted.de via real Chrome Beta browser for invoicing, expense tracking, and German tax report submissions.

Prerequisites

• Chrome Beta with --remote-debugging-port=9222 (use /real-browser launch sequence)
• Google account session persisted in ~/.chrome-beta-profile
• agent-browser CLI installed

Commands

invoice create

Create a new invoice on Sorted.

Required params: client name, amount Optional: hours, rate, description, due date, service date, client type (business/person)

invoice download <invoice-number>

Download a properly formatted PDF from Sorted (not browser print).

invoice send <invoice-number> --email <email>

Send invoice via email directly from Sorted (paid plan only). On free plan, downloads PDF and sends via Telegram instead.

invoice list

List all invoices with status (paid/unpaid).

expense add

Add an expense entry.

tax status

Show current tax obligations, deadlines, and overdue reports.

tax preview <report-type> <period>

Preview a tax report before submission.

tax submit <report-type> <period>

Submit a tax report to Finanzamt via ELSTER (requires paid plan).

Sorted Navigation

App URL: https://app.getsorted.de/

Section	Sidebar link	Purpose
Dashboard	Sorted (logo)	Overview: taxes owed, income, expenses
Taxes	Taxes	Tax reports, deadlines, submissions
Income	Income	Invoice list, create/edit invoices
Expenses	Expenses	Expense tracking, receipts
Tax consultant	Tax consultant	Advisor connection
Personal details	Profile → Personal details	Freelancer info, Steuernummer
Bank accounts	Profile → Bank accounts (Beta)	Connected banks
Subscription	Profile → Subscription	Plan management
Import	Profile → Import your data	Bulk data import
Settings	Profile → Settings	App preferences

Tax Report Types

Report	German name	Frequency	Description
Advance VAT	Umsatzsteuer-Voranmeldung (UStVA)	Quarterly	VAT collected on invoices
EU Summary	Zusammenfassende Meldung (ZM)	Quarterly	Revenue from EU customers
Annual Returns	EÜR + Einkommensteuererklärung	Yearly	Profit/loss + income tax

Invoice Creation Flow

Step-by-step browser automation:

1. Navigate: Income → click Add → Create invoice
2. Set client: Click Client details area on invoice preview
   • Search existing clients or click Add new client
   • Choose Business or Private person
   • Fill: name, VAT/TIN, street, city, zip, country (autocomplete dropdown — type then click match), email (optional)
   • Click Save in dialog
3. Set invoice date: Click the date next to "Invoice date" (defaults to today)
4. Set service date (REQUIRED): Click the empty area to the right of invoice date labeled "Service date"
   • This is a date range picker — select start date, then end date
   • If same-day service, click the same date twice
   • Without service date, Save will fail silently — the field shows "Required" in red
   • The clickable element has class clickable and is positioned at ~x:734 y:413 on the invoice preview
   • If snapshot doesn't show it, use JS: find div with text "Service dateRequired" and click it
5. Set due date: Click "Select date" under "Due date" → pick from calendar
6. Add line item: Click Add a line
   • Fields: description (text), quantity (number), unit dropdown (h/pcs/etc), rate (number)
   • Click on collapsed values to re-edit them
7. VAT: Automatically 0% for Kleinunternehmer accounts. Shows "Service not taxable in Germany" in notes
8. Save: Click Save button. Title changes from "Add invoice" to "Edit invoice" on success

Gotchas

• Service date is mandatory but easy to miss — it's not highlighted until you try to save
• German number formatting: dots are thousands separators (1.000 = one thousand), commas are decimals
• Collapsed fields: After saving, line item fields collapse to display-only. Click the displayed value to re-open the editable field
• Invoice number: Auto-generated sequentially (e.g., 2025-03-21). Can be edited by clicking it

Invoice PDF Download Flow

CRITICAL: Do NOT use Chrome CDP Page.printToPDF — it captures the entire page including sidebar and settings panel. Always use Sorted's native PDF.

Step-by-step:

1. Open the invoice (click from Income list, or navigate after creating)
2. Click Save and send button (top right, teal button)
3. An "Email invoice" dialog appears with:
   • To field (email)
   • Subject (auto-filled)
   • Message textarea
   • Attachments section at the bottom showing the PDF filename
4. Click the PDF link (e.g., ALL3 DOO BELGRADE-2025-03-21-20260506.pdf)
   • It's a generic element with cursor:pointer and onclick
   • The text matches pattern: {CLIENT_NAME}-{INVOICE_NUMBER}-{DATE}.pdf
5. PDF downloads to ~/Downloads/
6. Close the dialog (click Close or ×)

Email sending (paid plan)

On paid plans, the "Email invoice" dialog is fully functional:

1. Fill To field with client email (@e49)
2. Edit Subject if needed (auto-filled as "Gleb Kalinin sent you an invoice (#INVOICE-NUMBER)")
3. Write a Message in the textarea
4. Toggle "Send a copy to my email" checkbox (checked by default)
5. Click Email invoice button (@e15) to send

On the free plan, the dialog shows "Sending invoices by email is not available in your plan" with a "Change my plan" link. The PDF download still works regardless.

Fallback: Telegram delivery (free plan)

When email sending is unavailable, download the PDF and send via Telethon (see "Sending Invoice After Download" section below).

PDF filename pattern

{CLIENT_NAME}-{INVOICE_NUMBER}-{YYYYMMDD}.pdf

Example: ALL3 DOO BELGRADE-2025-03-21-20260506.pdf

Client Management

Existing clients are stored and reusable. When creating an invoice:

• The client picker shows all saved clients
• Search by name in the search box
• Edit/delete clients via small buttons next to each name

Client fields (Business)

• Business name (required)
• VAT number / TIN (optional)
• Street & Number
• City
• Zip Code
• Country (autocomplete — type and click match)
• Email

Client fields (Private person)

• First name, Last name
• Address fields same as business

Sending Invoice After Download

After downloading the PDF, send via Telegram using Telethon:

from telethon.sync import TelegramClient
import json
from pathlib import Path

config = json.loads((Path.home() / '.telegram_dl' / 'config.json').read_text())
session = str(Path.home() / '.telegram_dl' / 'user')

with TelegramClient(session, config['api_id'], config['api_hash']) as client:
    client.send_file("username", "/path/to/invoice.pdf", caption="message")

Gleb's Sorted Account Details

• Status: Kleinunternehmer (no VAT charged)
• Finanzamt: Berlin - Wedding
• VAT-ID: DE369692682
• Tax Number: 2337201265
• Bank: Revolut Bank UAB, Zweigniederlassung
• IBAN: DE38 1001 0178 8157 1777 30
• BIC/SWIFT: REVODEB2
• Plan: Free (invoicing works, tax submission requires upgrade)

Browser Session Setup

Always use the /real-browser skill's launch sequence. Session name should be unique per run:

SESSION=$(LC_ALL=C tr -dc 'a-z0-9' < /dev/urandom | head -c 6)
agent-browser --cdp 9222 --session "$SESSION" open "https://app.getsorted.de/"

Google login is persisted — no need to re-authenticate each time.