Moneybird integration
Moneybird integration
With a Vetocare Connect license, you can create an integration between Vetocare and Moneybird.
The following integrations are currently supported:
Exporting invoices from Vetocare to Moneybird It is possible to have your Vetocare invoices synchronized to 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 on your Vetocare invoices will also be added as products in Moneybird.
Set up the integration
If you have a Vetocare Connect license, your settings will include a section called 'Integrations', where Moneybird is available, among other options. When you click this, another screen will open with a step-by-step guide for connecting to Moneybird.
If you open this screen for the first time, you will see that the integration is initially turned off. You must turn it on first before continuing with the step-by-step guide. You can always turn it off 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 so. Where possible, we provide suggestions for what we believe the correct settings are, but unfortunately we cannot configure every Moneybird environment automatically.
If you want to change steps that you previously configured in the future, you can always do so by returning to this configuration screen.
Exporting 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 integration status. These dots mean the following:
Gray 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 message saying 'Invoice export status' will appear above the invoice with the full status.
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 message saying 'Invoice export status' will appear above the invoice with the full status.
Green/gray 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 button '*Export to external apps*' - 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.