To use the standard connection between Dashdoc and Billit, you will have to connect both accounts and synchronise your address book and products. Afterwards you are ready to start invoicing from Dashdoc!
Connect your accounts
Once your Billit account has been set up, retrieve the API key needed for the connection from your account under Profile > User & API.
Copy this key and go to your Dashdoc account. Under Settings > Extensions > Invoicing, select Billit as your invoicing supplier. Paste the API key you copied here.
Contact your Dashdoc Project Manager in case you do not see the Invoicing option.
Synchronise your address book
To link your customers in Dashdoc to the right customers in Billit, both address books must be synchronised. If you do not have any customers either in Dashdoc or in Billit, please contact your Dashdoc Project Manager to coordinate the set-up.
If you already have an existing address book in Dashdoc ànd in Billit, you can connect your customers the following way.
Open a customer in Billit
Look at the URL link and copy the number that appears after "Customer/"
Enter this number in Dashdoc in the invoicing ID of the customer
If you have a very large address book, please contact Dashdoc to discuss how we can support you in linking both address books.
Create and synchronise your products
In Billit, you can create all your invoicing items in the section "Products". Every price line you use in Dashdoc will need to be linked to a product from Billit, e.g. national transport, gas index, waiting hours...
💡 In Billit, you can choose to apply VAT on product level, or on customer level by indicating this on the product. These two levels allow you to set the right VAT rules for all customers and transport routes.
When you change your products in Billit, you can upload your changes into Dashdoc by clicking "Synchronize VAT rates and product catalog".
Set up the invoice number
The invoice number must follow each others.
Make sure you have well defined the number of your first invoice in Billit.
Parameter your invoice editor in Billit
You can add other settings in Billit:
payement delay (by default, 30 days, you can set a different delay or by client)
purchasing conditions
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Start invoicing!
Learn more about how to create invoices in Dashdoc in this article.
Troubleshooting
If you receive an error message when trying to create an invoice, here are some potential root causes you can check!
Do you have products in Billit and are these synchronised in Dashdoc?
You can check this by opening the price on a transport and seeing the list of products from the item code dropdown.
Are all the transports you want to invoice linked to a valid product code in Billit?
Open the transports and verify that the item code is not empty.Is the invoicing identifier filled for the customer you are trying to invoice?
Search for the customer in question in the address book and check the invoicing ID field.