Billit integration
Vetocare does not yet have a direct integration with Billit, but you can automatically forward invoices to Billit using the automatic BCC feature in the invoice settings. Billit can then process and record these invoices.
How it works
The automatic BCC feature sends a copy of every invoice email to an email address that you set yourself. By entering the email address of your Billit environment here, Billit automatically receives a copy of every invoice you send by email.
This is email forwarding, not an API integration: payments, clients, and payment status are not synchronized with Billit.
Set up the BCC address
You can set the BCC address under Settings > Invoice settings. You need invoice and practice settings permissions to do this.
Go to Settings > Invoice settings.
Under BCC email address for accounting, enter the email address of your Billit environment. This must be a valid email address.
Set Show VAT basis to Yes. The VAT basis is then automatically shown on new invoices with more than one VAT rate, which helps accounting packages read invoices correctly.
Set Send UBL file in email to Yes. A UBL file containing all invoice details is then sent as an attachment; most accounting packages can process and record UBL files directly.
Click Save.
Send invoices to Billit
Once a BCC address has been set, the option to send a copy to the administration is enabled by default for every invoice email.
Open the draft invoice and select Send > Email (PDF).
Leave the Send copy to administration checkbox selected in the email screen. This sends a copy of the invoice email to the configured BCC address.
Send the email.
To send invoices by email, an email sender must be configured and the client must have a valid email address. The BCC copy is sent only when the Send copy to administration checkbox is selected.