Fakturoid
Fakturoid invoices from CRM smart invoices
Za darmo
Zakupy w aplikacji
-
Ocena
-
Instalacje2
-
Twórca
Opis
Fakturoid for Bitrix24 helps teams issue and track invoices without switching between CRM and Fakturoid during routine work. After installation, an administrator connects a Fakturoid account through OAuth, prepares the required CRM fields and workflow, configures invoice behavior, and can start company synchronization.
The first version supports Fakturoid OAuth onboarding, administrator-run Bitrix24 smart invoice setup, one-way synchronization of Fakturoid subjects to CRM companies by Fakturoid ID or Czech company registration number, creation of Fakturoid invoices from smart invoices, writing Fakturoid identifiers and document metadata back to CRM, synchronization of Fakturoid payment status to CRM, and operational logs and diagnostics.
Invoices are emailed through a CRM email activity using a sender currently available to the authorized user. The app does not ask Fakturoid to send invoice email.
The app includes a time-limited free trial. After the trial, the price is €10 EUR / $12 USD per month, billed annually. A Fakturoid account and Fakturoid subscription are required and billed separately by Fakturoid.
Routine work after setup takes place in smart invoices. A user creates an invoice, selects the customer, adds product rows, and chooses the document type when needed.
Moving an invoice to `Send to Fakturoid` creates the document in Fakturoid and writes its public link and metadata back to CRM. The app then creates a CRM email activity for delivery to the customer. After successful creation and email activity processing, the invoice moves to `Issued and sent`.
Fakturoid is the source of truth for payment state. When a document becomes overdue, the related smart invoice moves to `Overdue`. When Fakturoid reports payment, the app writes the paid date and amount to CRM and moves the invoice to `Paid`.
The app supports regular and proforma invoices. The document type is selected in the smart invoice field `Invoice type`. An empty value or `invoice` creates a regular invoice; `proforma` creates a proforma invoice.
For a regular invoice, the workflow creates the document in Fakturoid, creates the CRM email activity, and later moves the smart invoice to `Paid` after Fakturoid reports payment.
For a paid proforma invoice, the app creates the related final invoice in Fakturoid, writes the final invoice metadata back to CRM, and creates a CRM email activity containing the final invoice link.
The app periodically checks regular and proforma invoices for overdue status and moves linked smart invoices to `Overdue`. An administrator can enable reminders and configure the minimum number of days between repeated reminders. Reminder email is created through CRM email activities.
The first version supports Fakturoid OAuth onboarding, administrator-run Bitrix24 smart invoice setup, one-way synchronization of Fakturoid subjects to CRM companies by Fakturoid ID or Czech company registration number, creation of Fakturoid invoices from smart invoices, writing Fakturoid identifiers and document metadata back to CRM, synchronization of Fakturoid payment status to CRM, and operational logs and diagnostics.
Invoices are emailed through a CRM email activity using a sender currently available to the authorized user. The app does not ask Fakturoid to send invoice email.
The app includes a time-limited free trial. After the trial, the price is €10 EUR / $12 USD per month, billed annually. A Fakturoid account and Fakturoid subscription are required and billed separately by Fakturoid.
Routine work after setup takes place in smart invoices. A user creates an invoice, selects the customer, adds product rows, and chooses the document type when needed.
Moving an invoice to `Send to Fakturoid` creates the document in Fakturoid and writes its public link and metadata back to CRM. The app then creates a CRM email activity for delivery to the customer. After successful creation and email activity processing, the invoice moves to `Issued and sent`.
Fakturoid is the source of truth for payment state. When a document becomes overdue, the related smart invoice moves to `Overdue`. When Fakturoid reports payment, the app writes the paid date and amount to CRM and moves the invoice to `Paid`.
The app supports regular and proforma invoices. The document type is selected in the smart invoice field `Invoice type`. An empty value or `invoice` creates a regular invoice; `proforma` creates a proforma invoice.
For a regular invoice, the workflow creates the document in Fakturoid, creates the CRM email activity, and later moves the smart invoice to `Paid` after Fakturoid reports payment.
For a paid proforma invoice, the app creates the related final invoice in Fakturoid, writes the final invoice metadata back to CRM, and creates a CRM email activity containing the final invoice link.
The app periodically checks regular and proforma invoices for overdue status and moves linked smart invoices to `Overdue`. An administrator can enable reminders and configure the minimum number of days between repeated reminders. Reminder email is created through CRM email activities.
