Invoicing & Bookkeeping (3)

Mollie is one of the largest Payment Service Providers (PSPs) in the Netherlands. This means that Mollie facilitates all payments from your customers and pays out the amount at a time of your choosing. Your customer can choose from the most common payment options within Europe, such as iDEAL, credit card, SEPA direct debit, Bancontact (Belgium), Sofort (Germany), and recently also Apple Pay. Mollie meets the requirements of the Dutch Authority for the Financial Markets (AFM). SpinOffice CRM offers the possibility to integrate Mollie into your CRM. The options are very diverse and are developed by us in consultation with you as a customer. Your wishes and what you want to achieve with the integration of the payment module via Mollie will be discussed in detail beforehand. It is also possible to integrate the SpinOffice invoice module with Mollie. Benefits of the Mollie integration Save time processing payments An easier payment method ensures faster payments Payments are processed directly with the customer data in your CRM system Automation of your sales process (status proposal -> invoice paid) Secure everything in the cloud Requirements a Mollie account a SpinOffice Pro- or Enterprise license willingness to invest in automation Below are some examples of Mollie integrations and SpinOffice CRM that we have developed for customers. Customer portal It is possible to process payments within your website, by means of an iframe and including a login environment, linked to your Mollie account. All payments are processed directly with the customer data in your CRM system. Your customers can log in within a login environment on your website, check and purchase your products or services, and pay directly via, for example, iDEAL, PayPal, credit card, Apple Pay, etc. All payments are received into your Mollie account. Booking module Do you want your customers to be able to book services online on a schedule and make payments immediately? They can. Decide for yourself which services you offer within the refraction module, at what rates, and manage the availability of your services. Here, too, all payments are processed directly with the customer data in your CRM system. Easy payment of invoices and proposals It is possible to integrate Mollie in the invoice module of SpinOffice CRM. Mollie is then added to the digital invoice as a 'fast payment option'. After payment, the status of the invoice is converted to 'paid', and the customer automatically receives a payment confirmation, and the invoice is sent. Would you like to send a proposal including the option to pay immediately as confirmation of the order? That is, of course, also possible! Only when this has been paid, the proposal is converted to an invoice with status 'paid'. Interested in the Mollie integration? This integration is not standard functionality in the CRM, but we can quickly assess the time and costs involved in developing the ideal Mollie payment integration on your website or app. Express your interest in SpinOffice by going to the menu option Administration -> Integrations -> Mollie and clicking on Submit request. We will then contact you shortly to discuss the options. If you do not have a Mollie account, we can offer you a free reseller account.

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.

SpinOffice CRM offers an integration with e-Boekhouden.nl, a Dutch accounting solution that works intuitively and simply. With e-Boekhouden.nl, all invoices, name, and address data from SpinOffice are sent to your accounting software in e-Boekhouden.nl at the touch of a button. Contacts from SpinOffice become contacts in e-Boekhouden.nl. So easy! Requirements An e-Boekhouden.nl account (the software is only available in Dutch) The invoice module in SpinOffice CRM A SpinOffice Pro- or Enterprise license Activate e-Boekhouden.nl integration Sign up for e-Boekhouden.nl Start by creating a free e-Boekhouden.nl account. Already have an account? Then proceed to step 2. Create a unique API key for SpinOffice. In your e-Boekhouden.nl account, go to Integrations, generate an API key, and copy it to your clipboard. Add the API key to SpinOffice In SpinOffice, go to the menu option Administration -> Integrations and enter the API key from your clipboard. That is it! You are now completely ready to start using the e-Boekhouden.nl integration in SpinOffice.