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:

Navigate:
```
Income
```
→ click
```
Add
```
→
```
Create invoice
```
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
Set invoice date: Click the date next to "Invoice date" (defaults to today)
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
Set due date: Click "Select date" under "Due date" → pick from calendar
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
VAT: Automatically 0% for Kleinunternehmer accounts. Shows "Service not taxable in Germany" in notes
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:

Open the invoice (click from Income list, or navigate after creating)
Click
```
Save and send
```
button (top right, teal button)
An "Email invoice" dialog appears with:
- To field (email)
- Subject (auto-filled)
- Message textarea
- Attachments section at the bottom showing the PDF filename

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

PDF downloads to
```
~/Downloads/
```
Close the dialog (click
```
Close
```
or
```
×
```
)

Email sending (paid plan)

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

Fill
```
To
```
field with client email (
```
@e49
```
)
Edit
```
Subject
```
if needed (auto-filled as "Gleb Kalinin sent you an invoice (#INVOICE-NUMBER)")
Write a
```
Message
```
in the textarea
Toggle "Send a copy to my email" checkbox (checked by default)
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:

python

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:

bash

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.

sorted

NPX Install

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