VismaNet features

e-conomic features

Business Central features

Dinero features

Dynaccount features

DanDomain Hostedshop (DanDomain, Smartweb, ScanNet, Wannafind) features

Golden Planet features

Acquirer features

POS system features

Rounding differences in totals: Enable rounding in Visma e-conomic

Invoice date in Visma e-conomic

Using invoice layouts in Visma e-conomic

Guide to setting up acquirer integration

 Recommended flow between Rackbeat, Visma e-conomic and a webshop

Guide to payment setup for e-conomic

Payment Setup Guide for Dinero

Shopify - Dinero Setup

Hostedshop - e-conomic setup

Hostedshop - Dinero Setup

Shopify - e-conomic Setup

WooCommerce - e-conomic Setup

Standard Setup of e-conomic

Rounding differences in totals: Enable rounding in Uniconta

Guide to payment setup for Uniconta

How to use the IEX dashboard

Guidelines for IEX support

How is the invoice/order created in the accounting system?

Starting up and importing previous orders

WooCommerce - Dinero Setup

DanDomain - Zettle

 When is the webshop order transferred?

How do I change my contact information?

Handling stock in the accounting system

Warehouse Management Systems (WMS) features

Shopware 6 features

Chargebee features

Mark invoice as paid

WooCommerce features

Shopify features

Send invoice mails from Visma e-conomic

Uniconta features

DanDomain Classic features

Bemakers features

Reconciliation of sales / invoice: Pool reconciliation or Paymatch

Paymatch for Dinero

Magento 1 features

Connect Billy to IEX

Magento 2 / Adobe Commerce features

PrestaShop / Thirty bees features

Bejour / Inventio features

Billy features

Tripletex features

Visma Eaccounting / Epasseli / Eekonomi features

Zenegy Numbers features

Frisbii features

PayMatch for Visma e-conomic - Settlement with validation of amounts

Integration to acquirers: Create an overview of payouts from your acquirer

Setting up VAT One Stop Shop for e-conomic

Missing SKU / product number

Connect your Frisbii (formerly Reepay and Billwerk+)

Connect your Chargebee module

Connect to Clearhaus

Connect your Visma e-conomic module

Connect Hostedshop module

Connect your Magento 2 module

Connect MyNets via FTP

Connect to Nets Easy

Connect your PrestaShop module

Connect your Shopify module

Connect to Stripe

Connect your WooCommerce webshop

Connecting to Golden Planet

Preparations for Vipps MobilePay

Connect to Zettle

Connect Dinero to your account

Preparation for Stripe Setup

Hostedshop - Billy Setup

Shopify - Billy Setup

WooCommerce - Billy Setup

What does "Error in totals validation" mean?

Rounding differences in totals: Enable rounding in Dinero

Connecting Your Acquirer to Dinero

IEX Retrieves Payout Reports from the Acquirer

Log status: Skipped - Order not in allowed states

VAT in WooCommerce

What is a product number (SKU)

Gift card compability

Which IEX subscription should I choose?

How to find your IEX invoice

How do I cancel my subscription?

The IEX subscription structure

How is an order counted?

Overuse of orders

Can I transfer POS sales to create an invoice?

Mystore features

Can I transfer sales from Shopify POS?

How is VAT handled?

How are customers synchronized?

How are products synchronized?

How does the integration to acquirers work?

General descriptions of the functionality of the integration platform

How does the integration work

Integration between webshop/subscription platform and accounting system

Acquirers and Paymatch

How to use the IEX platform

How to get started

How to connect your systems to the IEX platform

Guides to connect your systems

Everything you need to know to get up and running

Setting up the integration

General articles for using and troubleshooting your integration

Troubleshooting and Help articles

General help articles

System specific help articles

Questions and answers for your IEX subscription

Subscription and invoicing

System information

Descriptions of the integration’s functionality for the systems

System documentation

<h2 class="LexTKB__h2" dir="ltr">Create invoice drafts, book invoices or create orders</h2>This integration allows you to freely setup, how you wish to handle the webshop order in the accounting system. A unique appendix is created for each webshop order, so you can always follow your sales.For you to be able to find the corresponding invoice, the order number from the webshop is transferred to a reference field like in "Description" or “reference”.The integration can be setup to create an invoice draft for the webshop order, or the invoice to be booked automatically.In some accounting systems (not available in all accounting systems) can you also choose to create orders instead. The advantage is, that orders reserve products in the stock, when stock synchronization is in use.You can adjust the invoice settings to your needs.In the integrations settings, you can adjust which payment terms, invoice layouts and more, that are to be used for the invoices, that are created in the accounting system. You can find guidance for this on the platform, and it is unique for each accounting module.<h2 class="LexTKB__h2" dir="ltr" style="text-align: left;">Validation of totals</h2>The totals on the invoices are crosschecked with the totals on the webshop order to assure correct booking of the invoices. If there is found a difference, then the integration will not book the invoice, but instead leave it as an invoice draft.If an error has been made in the setup of one of the systems, the error will in most cases cause an error in validation. For more information read our<a href="https://support.iex.dk/en/articles/81247-what-does-error-in-totals-validation-mean" class="LexTKB__link"> article on errors in validation of totals</a>.<h2 class="LexTKB__h2" dir="ltr" style="text-align: left;">Payment registration</h2>Invoices can be registered as paid, dependent from the payment method that appears on the order.Go to the section "Setting up the integration" to find the article that describes how it is set up for your specific accounting system.

<h2 class="LexTKB__h2" dir="ltr">The VAT on the invoice is calculated in the accounting system</h2>When a webshop order is transferred to the accounting system, the VAT needs to be recalculated based on the VAT rules, that are set up in the accounting system.The integration checks the amounts to validate that they match between the webshop and accounting system before an invoice is booked.<h2 class="LexTKB__h2" dir="ltr">The webshop must handle VAT</h2>Since the VAT on the invoice is calculated in the accounting system, the integration must know the amount excluding VAT. Therefore it is important, that VAT rules are set up in the webshop, so the amounts can be separated before and after VAT.The amounts excluding VAT are used to calculate VAT in the accounting system, and the amounts including VAT are used to validate the totals.It is important to know, that if your webshop is set up, so the VAT is included in the product price, to which no VAT is added, an additional VAT might be added in the accounting system.To avoid this, you should either specify on the webshop module settings in IEX, that the prices are entered with VAT included, or you should remove the VAT amount from the product price in the webshop. For both solutions it is important, that VAT settings are enabled and VAT rates are set up in the webshop, so the integration knows, which VAT rates to use.For more information about errors, that might occur in relation to the calculation of VAT, you can consult our article <a href="https://support.iex.dk/en/article/what-does-error-in-totals-validation-mean" class="LexTKB__link">on errors in the validation of totals</a>.<h2 class="LexTKB__h2" dir="ltr">Multiple VAT rates and currencies</h2>The currency is automatically handled in the accounting system.<h2 class="LexTKB__h2" dir="ltr" style="text-align: left;">When using few VAT rates (Domestic, EU, Abroad, Tax exempt)</h2>On the invoice that is created, the VAT rate is assigned from a combination of the delivery/billing country, the VAT rate on the order, and whether it is a B2C or B2B customer.The VAT rate that is assigned, is used to define the correct account, VAT zone and/or product group in the accounting system to set the VAT on the invoice. What exactly controls the VAT on the invoice is entirely dependent on the specific accounting system.<h2 class="LexTKB__h2" dir="ltr" style="text-align: left;">When using multiple VAT rates (differentiated EU VAT rates)</h2>Handling multiple VAT rates requires, that both your webshop and accounting system is properly set up and prepared to support it.Here we typically recommend using dedicated functionalities for the VAT One Stop Shop (OSS) to set up multiple VAT rates in the best way. The handling of this differs between accounting systems. Therefore, we recommend that you contact the accounting provider's support for assistance with the setup in the accounting system and IEX Support for help with the setup in the integration.

<h2 class="LexTKB__h2" dir="ltr">Transferring products between a webshop and accounting system</h2>The integration can automatically transfer products from your webshop to your accounting system. For specific accounting systems, products can be transferred from the accounting system to the webshop, which is described at the bottom of this article.In almost all cases, we recommend that you transfer products from the webshop to the accounting system.It is important to note, that all products including possible variants should have product numbers listed in the webshop, so they can be created or matched with existing products in the accounting system.<h2 class="LexTKB__h2" dir="ltr">Transferring products from webshop to accounting system</h2><h3 class="LexTKB__h3" dir="ltr" style="text-align: left;">Creating/updating products</h3>In the settings of the integration, you can control whether products are allowed to be created and/or updated in the accounting system. This can be set for the specific fields, so it is possible to fine tune, how a product is created and updated.Be aware that for the invoice to be created in the accounting system, the products on the invoice must exist in the accounting system.(This is valid for all accounting systems except for Dinero, in which it is possible to not use products.)<h3 class="LexTKB__h3" dir="ltr" style="text-align: left;">Maintaining the products</h3>Depending on which settings you have chosen for creating/updating products, changes on the product in the webshop will automatically be reflected on the product in the accounting system.When you wish to create new products or update existing products, you should maintain the products in the webshop.<h3 class="LexTKB__h3" dir="ltr" style="text-align: left;">When are products transferred?</h3>The transfer of products is handled in two different ways in the integration:<ol class="LexTKB__ol1"><li value="1" class="LexTKB__listItem">Products are transferred through a dedicated product connection. Here products are transferred, when a new product is created, or when a change occurs on a product.</li><li value="2" class="LexTKB__listItem">Products are transferred through the order connection. When included on an order, the specific products on the order are transferred. In other words products are transferred when sold.</li></ol><h3 class="LexTKB__h3" dir="ltr" style="text-align: left;">Variants in the webshop are handled as simple products (main product without variants) in the accounting system</h3>The integrations does not use variants in the accounting system. This means that, if your products are created in the webshop as a main products consisting of multiple variants, each product variant will be created as an individual product in the accounting system. Depending on the system combination, the product number will be either the variant's product number or a combination of the main product + the variant's product number.<h3 class="LexTKB__h3" dir="ltr" style="text-align: left;">Full product import</h3>If needed, the IEX support can activate a full transfer of all products in the webshop. This requires, that all products including possible variants have a product number listed. Contact IEX to learn more.<hr><h3 class="LexTKB__h3" dir="ltr" style="text-align: left;">Transferring products from the accounting system to the webshop</h3>The transfer of producs from the accounting system to the webshop is what we call Flow 3. We only recommend this flow when certain needs are to be met, since a few limitations apply when transferring products this way.In the settings of the integration, you can control whether products are allowed to be created and/or updated in the webshop. This can be set for the specific fields, so it is possible to fine tune, how a product is created and updated.Contact IEX support, if you wish a connection to transfer products from the accounting system to the webshop.<h3 class="LexTKB__h3" dir="ltr" style="text-align: left;">Products are handled as simple products without variants</h3>The integration does not use variants in the accounting system. This means that, when a product and/or variant is transferred from the accounting system to the webshop, it will be created as an individual product in the webshop.<h3 class="LexTKB__h3" dir="ltr" style="text-align: left;">The products needs to be enriched with images in the webshop</h3>The integration does not transfer images as part of the product data. You must add possible images manually to the product in the webshop.<h3 class="LexTKB__h3" dir="ltr" style="text-align: left;">Prices including VAT</h3>In many accounting system, only a product field for the price excluding VAT exists. Therefor it is not possible to import the price including VAT to the webshop, unless you use a field for the VAT price, that isn't dedicated for this purpose. You can contact IEX support to learn more about the mapping of fields.<h3 class="LexTKB__h3" dir="ltr" style="text-align: left;">Create as draft or publish</h3>With the integration you can control, whether you want the product to be created as a draft or directly published in the webshop.<h3 class="LexTKB__h3" dir="ltr" style="text-align: left;">Full product import</h3>If needed, the IEX support can activate a full transfer of all products in your accounting system to your webshop. The IEX support have the same limitations as described above. Contact IEX to learn more.

See also: For a explanation of the purpose of the acquirer integration, see <a href="https://intercom-help.eu/iex-integration-aps/en/articles/254744-integration-to-acquirers-gain-an-overview-of-payouts-from-your-acquirer" target="_blank" rel="nofollow noopener noreferrer" class="LexTKB__link">Integration to acquirers: Gain an overview of payouts from your acquirer</a><h2 class="LexTKB__h2" dir="ltr" style="text-align: left;">How are payouts from your acquirer handled?</h2>Paymatch Lite helps you keep track of the payouts from your acquirer. You can import and book payments from your acquirer straight into the cashbook in you accounting system.Payout lines can be imported individually or pooled as a total for the payout report.<h3 class="LexTKB__h3" dir="ltr" style="text-align: left;">Example: Importing a pooled total</h3>When importing in pools, the report is handled a collective payout. This is handled in three postings.In the shown example, the first line is the actual amount that has been transferred to your accounting system, which is to be reconciled with the bank.The second line is the collective sum of card fees, which has been deducted from the payout. This is posted on a fee account.The third line is the sum of all card payments and fees, which is included in the payout report. The counter account for this is the receivable account for your acquirer.<a href="https://iex-aps-eu.intercom-attachments.eu/i/o/3648383/204632c98f6a1621383f0f76/image.png?expires=1772018100&amp;signature=67455453d14621c324aa83c910bd0b72944575520634635ffc082c78a4708248&amp;req=09NrzVvyr3sp0xr0v9tnodkLpOIVjHqMxNdFyXSe2iC%2BO%2BJkgwiP3ZkQYPsr%0AoQKhgsN%2FqnfBKPw%3D%0A" target="_blank" rel="noreferrer nofollow noopener" class="LexTKB__link"><img src="https://iex-aps-eu.intercom-attachments.eu/i/o/3648383/204632c98f6a1621383f0f76/image.png?expires=1772018100&amp;signature=67455453d14621c324aa83c910bd0b72944575520634635ffc082c78a4708248&amp;req=09NrzVvyr3sp0xr0v9tnodkLpOIVjHqMxNdFyXSe2iC%2BO%2BJkgwiP3ZkQYPsr%0AoQKhgsN%2FqnfBKPw%3D%0A" alt="" class="lexical-inline-image position-full" style="z-index: 20;"></a> <h3 class="LexTKB__h3" dir="ltr" style="text-align: left;">Example: Importing individual lines</h3>When importing individual lines the individual payments are specified from the payout report.The first line is the actual amount that has been transferred to your accounting system, which is to be reconciled with the bank.The second line is the collective sum of card fees, which has been deducted from the payout. This is posted on a fee account.The following lines are individual payout lines for each card payment, that your acquirer has withdrawn. The counter account for this is the receivable account for your acquirer. On each payment line the reference from your acquirer is inserted.<a href="https://iex-aps-eu.intercom-attachments.eu/i/o/3648385/0202f631e8edb97c50a56cf0/image.png?expires=1772018100&amp;signature=c5bd91b6cbaefb9f8943762fd1c69b52725b8532319e406ff5d887b298038a10&amp;req=09NrzVvyqXsp0xr0v9tnoVXXLrEWryKKObv1Qmh8otsZTdBad2gKS89CS%2BZi%0AFT6zg7cuHCNVw8U%3D%0A" target="_blank" rel="noreferrer nofollow noopener" class="LexTKB__link"><img src="https://iex-aps-eu.intercom-attachments.eu/i/o/3648385/0202f631e8edb97c50a56cf0/image.png?expires=1772018100&amp;signature=c5bd91b6cbaefb9f8943762fd1c69b52725b8532319e406ff5d887b298038a10&amp;req=09NrzVvyqXsp0xr0v9tnoVXXLrEWryKKObv1Qmh8otsZTdBad2gKS89CS%2BZi%0AFT6zg7cuHCNVw8U%3D%0A" alt="" class="lexical-inline-image position-full" style="z-index: 20;"></a> <hr><h3 class="LexTKB__h3" dir="ltr" style="text-align: left;">💡 Regarding payment references</h3>Note, that the reference that is set, is defined in the interplay between your gateway and your acquirer, and doesn't necessarily match the order number from your webshop. When using Paymatch Lite only data that derives directly from your acquirer's report is imported.<hr>Article keywords: Acquiring

The integration allows you to have credit notes automatically created in the accounting system, when you credit or refund an order in the webshop.In most accounting systems, when a credit note is created, it is linked to the invoice. The creation of the credit note therefore prerequisites a booked invoice in the accounting system.There are a few accounting systems in which the invoice and credit note are not linked together.The integration handles three types of credit notes:<ol class="LexTKB__ol1"><li value="1" class="LexTKB__listItem">Credit an order or specific products on the order: Here one or multiple specific products are returned, for which a product number is specified. A credit note is created that is linked to the invoice. This is automatically handled, and only requires that the connection to transfer credit notes is active.</li><li value="2" class="LexTKB__listItem">Refunding an orderline that does not specifically correspond to a product number: Here an amount is refunded that is not directly linked to a specific product. To be able to create a credit note in the accounting system, a product number to handle refunds has to be specified in the settings for your accounting system module in IEX. This product number will be added to all refunds that are not linked to a product number.</li><li value="3" class="LexTKB__listItem">Removing a product on the order (specific systems): On specific webshop platforms (Shopify), the removal of a product on an order, results in the creation of a credit note, that is linked to the order. This means that the order itself is not updated and remains untouched, but that the change is handled through the credit note. This does not require extra setup, other than activating the connection to transfer credit notes. When using Shopify it is recommended, that the transfer of credit notes is activated, if you often make manual changes to the orders.</li></ol>

How are credit notes and refunds handled?

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How is the invoice/order created in the accounting system?

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How is VAT handled?

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