Your invoices sent to your accountancy software using our Zoho Books - Billit integration.
The first version of our integration between Zoho Books and Billit support the following functionalities:
- send invoices and credit notes to Billit
- send bills from suppliers to Billit
- supports VAT treatment for BElgium, EU and EXport
- retrieve payment information from open invoices from Billit
With the Billit Connect license you can send 200 documents through the Billit platform.
From Billit your documents are sent to your accountancy software. Online integrations are present for the following accountancy software: Exact Online, Octopus, expert M, ... For other softwares the generation of UBL documents is provided. They can be uploaded in your accountancy software.
Billit has other useful features that we will evaluate to see if we can enhance our integration and encorporate them. Some are already present from within the Billit platform:
- PEPPOL integration
- digitale deurwaarder (fyi: this is not part of the Billit Connect license and requires an upgrade)
- ...
Requirements:
- The usage of a Country Code is required as Billit expects it. There are just too many different ways you can spell a country name.
- The VAT number of the customer needs to be correct in Zoho Books so that Billit will except the information. When an incorrect VAT number is passed to Billit this will result in an error.
Limitations and things you should know:
- Discounts on line and invoice level are currently not supported. Discounts should be added as a separate invoice line.
- Invoices will be sent to Billit when the are no longer in the Concept phase and the value of the Update field is set to SEND 2 BILLIT. In case you do not want this to be automated it can be initiated manually per 25.
- There are several legal ways of calculating and rounding VAT. As a consequence it is possible that after recalculation you will have a small difference of e.g. 0,01€. Billit will add a correction line for this and the difference can be booked in your accounting software.
- For Credit notes that are linked to an Invoice, the invoice itself should be available inside of Billit.
- Currently only invoices and credit notes woth prices exclusive of VAT are supported. If you have invoices with VAT included these need to be modified before processing them towards Billit.
Roadmap:
- Categorisation of cost and revenue using the Chart of Accounts. When setting up the CoA in Zoho Books you can include an account number. When this feature is activated the account number from the item will also be sent to Billit and will be included in the data transfer to your Accountancy software.
- Discounts on line level is also on our roadmap. However we cannot provide you with an ETA as of now.
Update: Béta Release:
- The "Categorisation of cost and revenue using the Chart of Accounts" feature is in Béta and can be requested to be implemented in your environment.
Our integration scripts remain the intellectual property of CuReMa and can be used by our customers under strict conditions. Contact us to discuss your integration.