Difference between revisions of "B2BRouter integration"

From Protemos Wiki
Jump to: navigation, search
(→‎B2BRouter configuration)
 
(15 intermediate revisions by the same user not shown)
Line 14: Line 14:
 
[[File:B2brouter 2.png|border|1000 px]]
 
[[File:B2brouter 2.png|border|1000 px]]
  
−
Having enabled the integration, you will be able to push client invoices to QuickBooks or link them with already existing ones.
 
  
−
Please go to the "Linked QuickBooks invoice details" section on the invoice page and use the needed option:  
+
You can find the B2Brouter API key and B2Brouter account ID in your B2BRouter account in the API Key tab:
  
−
[[File:QB1.png|border|1000 px]]
+
[[File:B2brouter 3.png|border|1000 px]]
  
−
=='''Create QuickBooks invoices from Protemos client invoices'''==
+
=='''B2BRouter configuration'''==
  
−
Open the needed client invoice, then scroll down to the '''Linked QuickBooks invoice details''' section and click '''"Create QuickBooks invoice"''':
+
Before using the integration, you need to adjust B2BRouter calculation algorithms in order to avoid amount discrepancies. If everything is set up correctly, the following blue text plate is displayed:
  
−
[[File:Create quickbooks invoice.1.png|border|1000px]]
+
[[File:B2brouter 4.png|border|1000 px]]
  
−
Then, you will see the created QuickBooks invoice in the corresponding section:
+
If there are mismatches, the orange text plate is shown. Please pay attentions to the mismatched values.
  
−
[[File:Quickbooks invoice created.png|border|1000px]]
+
The required values are in the orange text plate (highlighted with green), the current values are listed below (highlighted with red):
  
−
You may open the invoice by clicking QuickBooks invoice ID:
+
[[File:B2brouter 5.png|border|1000 px]]
  
−
[[File:Open qb invoice.png|border|1000px]]
+
These settings can be accessed in the "Invoices and quotes" section in your B2BRouter account settings:
  
−
Please note that the invoice will be created only if the corresponding client, services, payment terms, and taxes are already predefined in your Quickbooks account.
+
[[File:B2brouter 6.png|border|500 px]]
  
−
::<span style="color:orange">'''Note:'''</span> To push the invoice into Quickbooks, the client name on Protemos should perfectly match the "Customer display name" on Quickbooks.
+
Having set up the integration, you will be able to push client invoices from Protemos to B2BRouter or link them with already existing ones.
  
−
=='''Link and unlink invoices between Protemos and QuickBooks'''==
+
=='''Create or link B2BRouter invoices'''==
  
−
When you create a QuickBooks invoice based on a Protemos client invoice, the invoices in the two systems are linked with each other.
+
Please go to the "Linked B2BRouter invoice details" section on the invoice page and use the needed option:
  
−
But you may also link a Protemos invoice with a QuickBooks invoice which was created in QuickBooks independently.
+
[[File:B2brouter 7.png|border|1000 px]]
  
−
To do so, click the '''"Link QuickBooks invoice"''' button:
+
Then, you will see the created/linked B2BRouter invoice in the corresponding section:
  
−
[[File:Link quickbooks invoice.png|border|1000px]]
+
[[File:B2brouter 8.png|border|1000 px]]
  
−
Then, click the '''"Link"''' button in the respective line:
 
  
−
[[File:Select invoice to link.png|border|1000px]]
+
=='''Issues with creating B2BRouter invoices'''==
  
−
The invoices will be linked.
+
The invoices can be created only if certain conditions are met.
  
−
You may always unlink the invoices by clicking the '''"Unlink QuickBooks invoice"''' button:
+
Some common reasons for errors:
 +
# There is no matching client in B2BRouter (can be created in Create -> Create contact)
 +
# There is no tax or an absolute tax in a Protemos invoice.
 +
# The payment method details are invalid (for example, invalid IBAN)
  
−
[[File:Unlink qb invoice.png|border|1000px]]
+
There may be other cases, and often the reason for the invoice not being created is diplayed in the error message.
  
−
 
+
If you need assistance with creating invoices, you may contact us at support@protemos.com.
−
 
+
Please provide all the necessary screenshots, keeping the URLs of the pages (do not cut the screenshots).
−
 
 
−
 
 
−
 
 
−
 
 
−
 
 
−
 
 
−
 
 
−
 
 
−
 
 
−
Protemos and Memsource are integrated through '''[https://belazy.cat/ BeLazy].'''
 
−
 
 
−
If you do not have a Memsource account, you can register it at '''[https://memsource.com memsource.com]'''.
 
−
 
 
−
To enable the integration, please contact BeLazy team at '''info@belazy.cat'''. More contact details here: [https://belazy.cat/contact-us/ Contact us | BeLazy].
 
−
 
 
−
To get a better idea of the way the integration works, please check this video: [coming soon].
 

Latest revision as of 14:14, 20 March 2026


Enable B2BRouter integration

To enable the B2BRouter integration, please go to Settings -> Integrations -> B2BRouter or use this link: [B2BRouter integration]

Click "Enable":

B2brouter 1.png

To enable the integration, you need to input your B2Brouter API key and B2Brouter account ID and click "Update":

B2brouter 2.png


You can find the B2Brouter API key and B2Brouter account ID in your B2BRouter account in the API Key tab:

B2brouter 3.png

B2BRouter configuration

Before using the integration, you need to adjust B2BRouter calculation algorithms in order to avoid amount discrepancies. If everything is set up correctly, the following blue text plate is displayed:

B2brouter 4.png

If there are mismatches, the orange text plate is shown. Please pay attentions to the mismatched values.

The required values are in the orange text plate (highlighted with green), the current values are listed below (highlighted with red):

B2brouter 5.png

These settings can be accessed in the "Invoices and quotes" section in your B2BRouter account settings:

B2brouter 6.png

Having set up the integration, you will be able to push client invoices from Protemos to B2BRouter or link them with already existing ones.

Create or link B2BRouter invoices

Please go to the "Linked B2BRouter invoice details" section on the invoice page and use the needed option:

B2brouter 7.png

Then, you will see the created/linked B2BRouter invoice in the corresponding section:

B2brouter 8.png


Issues with creating B2BRouter invoices

The invoices can be created only if certain conditions are met.

Some common reasons for errors:

  1. There is no matching client in B2BRouter (can be created in Create -> Create contact)
  2. There is no tax or an absolute tax in a Protemos invoice.
  3. The payment method details are invalid (for example, invalid IBAN)

There may be other cases, and often the reason for the invoice not being created is diplayed in the error message.

If you need assistance with creating invoices, you may contact us at support@protemos.com. Please provide all the necessary screenshots, keeping the URLs of the pages (do not cut the screenshots).

Retrieved from "https://wiki.protemos.com/index.php?title=B2BRouter_integration&oldid=25356"