Connect Teamleader with Moneybird and automatically create invoices from Teamleader. Save time on invoicing and keep your accounting up to date.
Table of contents
1. Connect to Teamleader
Log in with your Teamleader username and password. Click 'Log in'. Grant Combidesk access to your Teamleader Focus modules.
Click 'Grant access'. You are now connected to Combidesk.
2. Connect to Moneybird
To connect to Moneybird, click the "Connect your.." button:
If you're not logged on to Moneybird, you'll see this login screen:
After logging in with a user account with sufficient rights, you will see the screen where you can give the app access to your administration:
Here, select the relevant administration and click "Toestaan." Combidesk will now have access to the data in your administration via the Moneybird API.
3. Configuration of the integration
For the integration to work properly, it must be configured correctly. In the paragraph below, we'll go through all the steps of the integration in sequence. Before starting the installation, we recommend that you first carefully read through these steps.
Configure these Teamleader steps:
Select company entity
Select the company entity of which the invoices should be synchronisedSynchronise credit notes?
Should credit notes be synchronised too?Only synchronise sent invoices
Should invoices be synced once they have been sent?Export existing invoices
If you want to export existing invoices, choose the start date here.Register payments
Do you want to register payments for paid orders?
Configure these Moneybird steps:
Select a category for invoices
Select the category to use for invoices.
Note, if you use multiple ledger accounts in Teamleader, you need to create the corresponding ledger accounts in Moneybird with the same number.
If we can't match a ledger, we'll fall back to the ledger below.Insert orders as
Specify how the orders should be inserted into Moneybird.Select an invoice profile
This profile is used creating the sales invoiceDesired invoice status, and preference for sending the invoice
Indicate what status the sales invoice should have in Moneybird. You can also choose to have Moneybird send the invoice. In that case, the standard shipping method for the Moneybird contact will be applied.
Note! We only do the actual sending for invoices that are not part of the initial export of invoices.Select workflow
This workflow will be added to the sales invoicesInvoice numbers
Do you want to use the invoice numbers of Teamleader? If so, make sure you adjust the Invoice id template in Moneybird to '{id}' (via Settings -> Numbering & mail copy). Note that this means that you should not make any invoices in Moneybird yourself, since the invoice numbering needs to be sequential.Moneybird VAT mapping
Connect the VAT categories of Teamleader to your Moneybird accountAttach original invoices
Do you want to attach the original Teamleader invoices (if available)?Disable check on email address?
Should we disable the check if a customer exists by email address?Do you want to use a custom workflow for direct debits?
Select the workflow for direct debits
This workflow is used for direct debits.How do you want to handle VAT for orders to individuals in other EU countries?
Do you ship to individuals in other EU countries? Then you can pick one of the VAT arrangements below. If you want to keep using the rules of before July 1, 2021, select "Charge VAT based on the webshop's country", then the regular VAT of your country will be charged.
Make sure you webshop configuration aligns with this choice!
For more information, please see this Moneybird article (Dutch).Service level
Pick a Service level matching your needs. You can always change the it at a later time, and the price will be adjusted accordingly.
4. The Combidesk customer dashboard
How does the dashboard work?
If you've created a new Combidesk account or installed a integration, you'll receive an email with access to your Combidesk account. When you log in to combidesk.com, you'll arrive at the dashboard. This is where your integration is located. From here, you can easily adjust your integration and account settings, view the integration logs (history), and access support.
What can you view via your Combidesk account?
From your Combidesk dashboard you also have access to your account settings, connected accounts, billing and support.
5. What can you expect from Combidesk?
We understand you're busy or perhaps have little software experience. That's why our specialized team is always ready to help. Take advantage of our installation packages to save yourself even more time.
Installation appointment
If you're short on time or would like us to handle the entire installation, take advantage of our remote implementation support. We'll take care of everything for you right away and deliver a fully functional connection. For most connections, installation support costs a fixed fee of €150, while others cost €300. If you decide not to continue with the connection after the trial period, there's no charge. Schedule an installation appointment below and schedule it right away.
Explanation of service level (SLA) subscriptions (Basic, Pro, Premium)
To help you use our integration effectively, we offer three service levels: basic, pro, and premium. You can always change the service level in your integration. The price will be adjusted for the next billing period.