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Automatically sync and process Mollie purchase invoices in Moneybird via Combidesk
Automatically sync and process Mollie purchase invoices in Moneybird via Combidesk

In this article, you will learn how to set up the Mollie - Moneybird integration to process the purchase invoice.

Updated over a week ago

The Combidesk Mollie - Moneybird integration allows you to automatically process Mollie purchase invoices in your Moneybird administration. This ensures a clear accounting system and correct processing of transaction costs and VAT.

Why transfer the purchase invoice to Moneybird?

To correctly book transaction costs and VAT, it is advisable to transfer the Mollie purchase invoice to Moneybird. This can be done easily via the Combidesk Mollie - Moneybird integration.

How does it work?

The Mollie purchase invoice is synchronized with Moneybird as an 'incoming invoice'.

  • The transaction costs on the invoice are booked under the category chosen in the configuration.

  • VAT is automatically booked under the 21% VAT code.

  • The purchase invoice is directly written off with a balance category.

Step 1: Set up Moneybird

To process the purchase invoice correctly, it needs to be booked under a contact in Moneybird.

Set up the contact in Moneybird

  • Open Moneybird and go to Contacts.

  • Use the existing contact "Mollie" (note the customer number).

  • If this contact does not exist, create a new contact "Mollie".

Create a cost account in Moneybird

For a clear administration, you can create a separate cost account for the transaction costs.

  • Go to Settings > Categories.

  • Click on Add.

  • Create the category under the parent category 'Costs' or 'Cost of Sales'.

  • Name the category clearly, for example 'Transaction Costs'.

  • Click on Save.

Set up a clearing account in Moneybird

To properly write off the transaction costs from the payment, we recommend creating a separate clearing account.

  • Go to Settings > Categories.

  • Click on Add.

  • Create the category under the parent category 'Current Assets'.

  • Name the category clearly, for example 'Clearing Accounts Mollie Purchase'.

Turn on the option Available for payments, as shown below.

Step 2: Set Up Configuration

After completing the previous steps, you can select the created accounts in the integration.

Transfer Purchase Invoices

  • Enable the option "Transfer Purchase Invoices" by setting it to "Yes". This will automatically synchronize the Mollie purchase invoices to Moneybird.

Customer Number for Purchase Invoices Contact

  • Enter the customer number for the "Mollie" contact in Moneybird. This ensures that the purchase invoices are correctly linked to the contact.

General Ledger Account for Costs

  • Select the general ledger account where the transaction costs will be booked.

  • These costs will appear on your income statement.

  • Choose the account you created earlier under the category "Costs" or "Cost of Sales".

General Ledger Account for Payment Service Provider Costs

  • Select the clearing account you created.

  • The transaction costs from the payout will be booked on this account.

  • The clearing account will be automatically offset when the purchase invoice is synchronized to Moneybird.

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