How the invoice module and the e-boekhouden integration work?

Modified on Tue, 2 Jun at 7:54 PM

SpinOffice includes an invoice module that lets you create an invoice from a contact, send it as a PDF, and find it back in an invoice list.

What the invoice module does

You create an invoice for a contact, with line items and amounts.
You send the invoice as a PDF, optionally via an email template.
The invoice appears in your invoice list.
You track the payment status (paid / outstanding) in the invoice list within SpinOffice.

What the e-boekhouden integration does

The integration with e-boekhouden is a paid add-on for SpinOffice CRM. It sends your invoices, including invoice number, line items, amount, and date, from SpinOffice to e-boekhouden. Your accountant then continues working in e-boekhouden.

What the integration does not do

The integration does not send payment status back from e-boekhouden to SpinOffice. You manage the paid or outstanding status in SpinOffice itself.
It is not a full accounting integration. Only invoices are sent through.
At this time, e-boekhouden is the only supported accounting package.

Who is this suitable for?

The invoice module covers the basic functionality of invoicing. If you need an extensive product database, packing slips, or order confirmations with a fixed flow, the module is not designed for that. We recommend starting with the CRM part first and then assessing whether the invoice module fits your way of working.