Difference between revisions of "B2BRouter integration"
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Having set up the integration, you will be able to push client invoices from Protemos to B2BRouter or link them with already existing ones. | Having set up the integration, you will be able to push client invoices from Protemos to B2BRouter or link them with already existing ones. | ||
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| + | =='''Create or link B2BRouter invoices'''== | ||
Please go to the "Linked B2BRouter invoice details" section on the invoice page and use the needed option: | Please go to the "Linked B2BRouter invoice details" section on the invoice page and use the needed option: | ||
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[[File:B2brouter 7.png|border|1000 px]] | [[File:B2brouter 7.png|border|1000 px]] | ||
| − | + | Then, you will see the created/linked B2BRouter invoice in the corresponding section: | |
| − | + | [[File:B2brouter 8.png|border|1000 px]] | |
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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. | 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. | ||
::<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. | ::<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. | ||
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Revision as of 13:49, 20 March 2026
Contents
Enable B2BRouter integration
To enable the B2BRouter integration, please go to Settings -> Integrations -> B2BRouter or use this link: [B2BRouter integration]
Click "Enable":
To enable the integration, you need to input your B2Brouter API key and B2Brouter account ID and click "Update":
You can find the B2Brouter API key and B2Brouter account ID in your B2BRouter account by going to Settings -> API Key tab:
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:
If there are mismatches, the orange text plate is shown. Please pay attentions to the mismatched values:
These settings can be accessed in the "Invoices and quotes" section in your B2BRouter account settings:
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:
Then, you will see the created/linked B2BRouter invoice in the corresponding section:
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.
- Note: To push the invoice into Quickbooks, the client name on Protemos should perfectly match the "Customer display name" on Quickbooks.
