Moneybird integration
Moneybird integration
With aĀ Vetocare Connect license, it is possible to create an integration between Vetocare and Moneybird.Ā
The following integrations are currently supported:
Exporting invoices from Vetocare to Moneybird
You can have your Vetocare invoices synchronized with Moneybird automatically or manually. With automatic synchronization, all sent invoices will be available directly in Moneybird within a few seconds.
This export fills in as many fields as possible in Moneybird directly, using all the information available to us in Vetocare. This also means, for example, that your clients will be added as Contacts in Moneybird, and products used in your Vetocare invoices will also be added as products in Moneybird.
Set up integration
If you have a Vetocare Connect license, your settings will include a section called 'Integrations', where Moneybird is also available. When you click this, another screen will open with a step-by-step guide for connecting to Moneybird.
When you open this screen for the first time, you will see that the integration is initially disabled. You must enable it before continuing with the step-by-step guide. You can always disable it again in the future.
The step-by-step guide explains what needs to be configured, why it needs to be configured, and, where applicable, how to do this. Where possible, we provide suggestions for what we believe the correct settings are, but unfortunately we cannot automatically configure every Moneybird environment.
If you want to make changes in the future to steps you have already configured, you can always do so by returning to this configuration screen.
Export invoices
Once you have completed the Moneybird step-by-step guide, you will see a dot next to each sent invoice in your invoice overview, showing the status of the integration. These dots mean the following:
Grey dot: This invoice has not yet been exported. You will generally only see this dot when automatic exporting is disabled, or for older invoices that will not be exported.
Yellow dot: This invoice is waiting to be exported or is currently being exported. When viewing the invoice details, a yellow notification 'Invoice export status' with the full status will appear above the invoice.
Green dot: This invoice has been exported and is available in Moneybird.
Red dot: Exporting this invoice failed. When viewing the invoice details, a red notification 'Invoice export status' with the full status will appear above the invoice.
Green/grey dot: This invoice has been exported but is no longer up to date due to changes to the invoice.
When you open the details of an invoice, you may see the following two things:
A '*Export to external apps*' button - This button allows you to indicate that this invoice should be exported. This button is only available if the invoice can be exported (again).
A status message - For some statuses, an additional message will appear at the top of the invoice explaining why it has this status.
When linking a payment, do you see the message This administration does not allow payments without proof? Resolve this via the article Moneybird error message: This administration does not allow payments without proof.