Create invoice drafts, book invoices or create orders

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.

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 article on errors in validation of totals.

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.