In this article you will find:
- how to enable synchronization,
- how to use synchronization,
- how to export invoices from Raynet,
- how invoice security is handled,
- how to transfer a Sales Order subject to an invoice.
iDoklad
iDoklad is a system for issuing invoices and other documents. When working with invoices, you can use the most popular tool in Europe and have all invoices automatically synced with Raynet. The integration is bidirectional; Regular invoices, Advance invoices, and Corrective invoices from iDoklad are transferred to Raynet, along with the creation of new Accounts and Products.
Data transfer happens automatically in the background, so there's no manual intervention required. It operates in time intervals, meaning changes are applied in batches. All changes are transferred progressively—already transferred invoices in Raynet are only updated. An Account or Product that already exists in Raynet during the invoice transfer is not updated.
What benefits do you get from the iDoklad integration?
- Access to the mobile app
- Quick reports, overviews, and charts for your accounting
- Easy expense tracking
- Smart invoice issuing
- Bank pairing and payment tracking
Enabling synchronization
To activate the integration, you first need to sign up for iDoklad. After entering all necessary information, don’t forget to confirm your registration via Email. Synchronization is supported for Czech accounts under the Favorite and Premium plans, and for Slovak accounts under the Premium plan. It also works within the 30-day iDoklad trial. More information is available in the video and article .
Next, pair Raynet and iDoklad using an API key. You can find it in iDoklad » Settings » Applications » API . In the API section, click Generate API keys . You’ll need the Account ID and Account Secret to paste into Raynet.
Proceed to the Add-ons section » iDoklad Invoicing module » Activate » Add.
Paste the Account ID and Account Secret from iDoklad into the relevant fields in Raynet.
Also select the Owner of Records (Account or Invoice) who will own newly created Records not found by the integration in Raynet. If an invoice is created from Raynet, the creator will be set as the Owner.
The final step is to determine what happens to Products after an invoice is transferred. First, decide whether invoice Items should be linked to Price Lists in iDoklad . This affects how invoice Items are saved in iDoklad during a Deal export from Raynet:
- If unchecked, invoice Items in iDoklad behave as free items.
- If checked, free items in the Deal are linked by name or created as non-stock items. Product items in the Deal (i.e., those with a code) are linked to stock items in iDoklad. Learn more in this article .
If you don't want new Products created in Raynet, choose Free items . To create products, select New products with a text prefix . Define the prefix in the following field to set the product code format. These products will be linked to invoice Items. Don’t forget to Save .
Important: If you add a Product to a Deal in Raynet, change its name, and then create an invoice in iDoklad from the Deal, a new Item will be created in iDoklad. This happens because iDoklad does not use product codes; the product name is the determining parameter in iDoklad.
How to use synchronization
Let’s look at how synchronization works in both directions—from iDoklad and from Raynet.
iDoklad » Raynet
From the moment synchronization is enabled, every new or modified invoice in iDoklad is transferred to Raynet. Only issued invoices are transferred. For example, a new Regular invoice will appear in the Account's History. These invoices cannot be edited in Raynet, except for setting Category, Owner, Security Level, Tags, and locking/unlocking the Record. However, each invoice can be Opened in iDoklad for further editing.
For each newly created invoice in iDoklad, Raynet attempts to find a matching Account based on the Identification number, then Name (and if needed also compares Email, phone number, and address of the Account). If no match is found or multiple matches are detected, a new Account is created.
- The following data is transferred to the Account : Name, Identification number, Tax ID, VAT ID, one address as both primary and contact, Rating (B), Role (Customer), Status (Current), Bank account, Owner, Email, Phone 1.
The Invoice itself is then created either under the existing or newly created Account.
- The following data is transferred to the Invoice : Customer address, Customer, Identification number, Tax ID, VAT ID of Customer, Invoice number, link to Account (optionally to Deal and Advance invoice), Constant symbol, Currency, Currency rate, Issue date, Due date, Note to recipient, Internal note, Owner, Days until due, Payment type, Taxable date, Variable symbol, Supplier, Email, www, Supplier phone, fax, Supplier address.
- The following payment data is transferred to the Invoice: Date, Paid amount.
- In the Attachments panel, a direct link to the invoice in iDoklad is added, and optionally a link to view an attachment if one was added to the invoice in iDoklad.
- If the invoice is a Credit Note, the Reason for correction is also transferred.
For invoice items, Raynet attempts to match existing Products by Name. If a match is not found or unclear, a new Product is created.
- The following data is transferred to the Product: Name, Price, Code, VAT, Unit.
- The following data is transferred to the invoice item: Name, Quantity, VAT, Unit, Unit price, Discount.
If you delete an invoice in iDoklad, it will also be deleted in Raynet. The deletion in Raynet may occur with a delay, as data synchronization runs only several times a day.
Raynet » iDoklad
To create an invoice from a Deal in Raynet, just click on Green plus » Regular Invoice.
Then fill in the simplified form and Save in iDoklad. In Raynet, you’re simply issuing a command to create the invoice, which will then appear in iDoklad.
If the Account in Raynet has additional contact addresses (Branches) and you issue an invoice for it, all these addresses will be transferred to iDoklad as delivery addresses.
If the delivery address is different from the default one, use the checkbox to display a dropdown of all these addresses and simply select the correct one.
Important: The Deal must contain at least one Product. If not, the invoice will be issued with a zero amount, even if the final price is entered in the Deal.
Export
You can still export the invoice directly from Raynet. Simply click on Three dots » Export for customer (PDF) in the detail view, as you're used to.
Security Levels
When creating an invoice from Raynet , the Security Level set in the User’s profile Permissions is used by default.
If the invoice comes from iDoklad , the Security Level is set based on the default level for invoices for the user who owns the Account linked to the invoice.
Transferring Sales Order subject to invoice
In iDoklad Settings » Sales » Document layout and printing , there are parameters "Text before invoice items" and "Text after invoice items", where you can now insert the code {PREDMET-OBJEDNAVKY}. The invoice is always issued from the currently synchronized Sales Order.
This will only work if a Sales Order is created in the Deal. The exported invoice might look like this:
There’s one exception: if you create an invoice directly in iDoklad, the Sales Order subject must be manually adjusted.