Fakturoid is an online invoicing tool that offers simple and smart accounting management. You can issue an invoice in a minute from anywhere. Thanks to the available statistics, you can easily find out what earns you money or what you spend the most on.
What can the integration with Fakturoid do?
Thanks to the integration between Raynet and Fakturoid, it is possible to transfer Deals from the CRM, which will create regular or advance invoices in Fakturoid. The integration is one-way. The transfer occurs from Raynet to Fakturoid. The integration also includes the option for automatic stock deduction of items in Fakturoid.
Activating the integration
Only an administrator can enable the extension. To activate, click on your name in Raynet » Settings.
Continue to Add-ons » Fakturoid. Click on Activate.
The data needed to activate the connection can be found in your Fakturoid, where you also need to have billing and banking information filled out.
Click on the name of your company (first name) » Settings » User Account.
In Raynet, fill in the mentioned data and Save. After returning to the add-ons, the application will prompt you to reload. This activates the integration.
If you enable the Use warehouse option in the integration settings, product codes from the Deal items will automatically be matched with SKU codes in Fakturoid’s warehouse.
A new function for Export to Fakturoid will be added to the detailed card of the Deal in Raynet. You can find it by opening the three-dots button » Export » System exports » Export to the Fakturoid application.
Select the type of document that should be created in Fakturoid.
After successfully transferring the document, a link to the invoice created in Fakturoid will be generated in the attachment of the Deal.
Important: You can export a Deal that contains at least one Product. The exported Deal can be in any Status. Export is only available from the detailed card of the Deal (bulk export from the list of Deals is not available).
What data is transferred through the integration?
From the Deal to the Invoice the following data is transferred::
- Deal ID
- currency
- exchange rate
- note (if you use text formatting, only plain text without formatting will be transferred to the invoice)
- products (name, unit price, quantity)
- unit
- VAT rate in %
From the Account linked to the Deal, the following is transferred to the Contacts in Fakturoid:
- Account name
- Identification number
- Tax ID
- VAT ID (for SK Accounts)
- bank account number
- primary address (street, city, ZIP, country, Email, Tel 1, website)
If the Contact already exists in Fakturoid, a new record
will not be created, nor will the current one be updated. The check is primarily done by Identification number and secondarily by name.