Professional Claim Form Template for Germany

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Key Requirements PROMPT example:

Professional Claim Form

"I need a Professional Claim Form for IT consulting services provided to a German software company, claiming €75,000 for a three-month project completed in March 2025, with detailed time records and incorporating standard late payment terms under German law."

Document background

The Professional Claim Form is a essential document used in the German business environment when professional service providers need to formally claim payment for their services. It serves as both a detailed invoice and a legal claim document, combining elements required under German commercial and civil law. The form is typically used when standard invoicing hasn't resulted in payment or when a more formal claim process is required. It must comply with German regulations regarding professional services billing, including specific requirements from the Bürgerliches Gesetzbuch (BGB) and relevant professional association guidelines. The document includes comprehensive service descriptions, fee calculations, payment terms, and all legally required notices, making it suitable for potential legal enforcement if necessary.

Suggested Sections

1. Claimant Details: Full legal name, professional registration numbers, address, and contact information of the service provider

2. Debtor Details: Full legal name, address, and any reference numbers of the party being invoiced

3. Claim Reference: Unique claim identifier, date, and any relevant contract or matter references

4. Service Description: Clear description of professional services rendered, including dates and scope of work

5. Fee Calculation: Detailed breakdown of fees, hourly rates, or flat-rate charges as applicable

6. Total Amount: Clear statement of the total amount claimed, including VAT breakdown and any applicable surcharges

7. Payment Terms: Due date, payment methods, bank details, and any early payment discounts or late payment penalties

8. Legal Notices: Standard legal notices required under German law, including VAT registration and professional liability information

Optional Sections

1. Previous Correspondence: Reference to prior invoices or payment reminders - include when claim follows previous billing attempts

2. Dispute Resolution: Specific terms for handling disputes - include for high-value claims or complex services

3. Interest Calculation: Breakdown of interest charges - include when claiming interest on overdue amounts

4. Third Party Authorization: Details of authorized representatives - include when claim is submitted by a third party

5. Special Terms: Any special agreements or variations from standard terms - include when specific arrangements exist with the debtor

Suggested Schedules

1. Time Records: Detailed timesheet or time recording breakdown for time-based services

2. Original Invoice: Copy of the original invoice(s) related to the claim

3. Service Agreement: Copy of relevant service agreement or engagement letter

4. Supporting Documentation: Any relevant correspondence, delivery notes, or work completion certificates

5. Payment History: Record of any partial payments or previous payment attempts

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Legal Services

Consulting

Accounting and Tax

Engineering

Architecture

Medical Services

IT Services

Management Consulting

Financial Services

Technical Services

Creative Services

Environmental Services

Relevant Teams

Finance

Legal

Accounts Receivable

Credit Control

Administration

Practice Management

Operations

Client Services

Billing

Collections

Relevant Roles

Finance Manager

Accounts Receivable Specialist

Legal Counsel

Chief Financial Officer

Credit Controller

Billing Coordinator

Collections Manager

Professional Service Provider

Practice Manager

Financial Controller

Accounts Manager

Business Owner

Managing Partner

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