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

How is the webshop order handled in the accounting system?

Updated over a week ago

Create invoice drafts, book invoices or create orders

This integration enables 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.

You can setup the integration to create an invoice draft for the webshop order, or you can allow the invoice to be booked automatically.

For you to be able to find the corresponding invoice, the order number from the webshop is transferred to a reference field e.g. "Øvrig ref." or "Description".

In accounting systems, that supports it, you can also choose to create orders instead. Here the advantage is, that orders reserve products in the stock, when stock synchronization is in use.

Adjust the invoice settings to suit your needs

In the settings for the integration, you can adjust, which payment terms, invoice layouts and so on, that is to be used for the invoices, that are created in the accounting system. Guidance for this is found in the platform, and is unique for each accounting module.

Validation of totals

The totals on the invoices are crosschecked with the totals on the webshop order to protect against incorrect booking of orders. If a difference is found, 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 or the other system, the error will in most cases cause an error in validation. For more information read our article on errors in validation of totals.

Payment registration

Invoices can be registered as paid, dependent from the payment method that appears on the order.

For help to this setup, go to the section "Setting up the integration" to find the article, that describes how it is set up for your specific accounting system.

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