Connect Plug&Pay with e-Boekhouden and automatically process orders as invoices in your accounting. Save time and avoid manual data entry.
Table of contents
1. Connect to Plug&Pay
To connect Plug&Pay, you need an API key from your Plug&Pay account. Below we explain how to create and enter it.
Create an API key in Plug&Pay
Log in to your Plug&Pay account.
Click "Add new API key".
Give the key a recognizable name (e.g. Combidesk) and save.
Copy the generated API key — you will need it right away.
Don't have a Plug&Pay account yet? Click "Create Plug&Pay account" in the connection window to register for free.
Enter the API key via Combidesk
Go to your Combidesk dashboard and open the Plug&Pay connection.
Paste the copied API key into the input field.
Click "Save".
Done! Your Plug&Pay account is now connected.
2. Connect to e-Boekhouden.nl
Om verbinding te maken met e-Boekhouden.nl, moet eerst een API-token worden aangemaakt in je e-Boekhouden account.
Klik op 'Verbind je e-Boekhouden account'
Maak een API-token aan in e-Boekhouden.nl
Log in op je e-Boekhouden.nl account.
Ga bovenaan naar 'Beheer' en in het linker menu onder 'Inrichting' op 'Koppelingen'.
Klik op 'API' en dan op e-Boekhouden API > Verder.
Klik op 'Toevoegen +' en maak een API-token aan:
Plak de token en klik op 'Opslaan'
Je e-Boekhouden.nl account is nu verbonden
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 Plug&Pay steps:
Group orderlines
Should orderlines be grouped by VAT code and ledger account. Beware: If you choose YES, the description on the orderline won't be used.Export existing invoices
If you want to export existing invoices, choose the start date here.Transfer order numbers or invoice numbers
You can choose to transfer order numbers or invoice numbers to e-Boekhouden.nl.
Configure these e-Boekhouden.nl steps:
Order insertion type
Select how orders should be inserted into e-Boekhouden.nl. If you choose 'Sales invoice' make sure you have created a 'factuursjabloon' in e-Boekhouden.nl. In this article (Dutch) you can read how to do that.Debtor ledger account
Select the debtor ledger accountCounter account
Select the counter account where the revenue should be booked. Note: A counter account must be a Profit and Loss account.
If you use multiple general ledger accounts for revenue bookings, make sure these accounts are available in both systems. The integration will automatically ensure that the revenue is booked to the correct general ledger account. For more details on this process, refer to this article.e-Boekhouden.nl VAT mapping
Connect the VAT categories of Plug&Pay to your e-Boekhouden.nl accountCounter account shipping costs
Select the ledger account to book the shipping costs onHow do you want to handle VAT for orders to individuals in other EU countries (One-Stop Shop, OSS)?
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.
For more information, please see this E-boekhouden article (Dutch).Specific EU VAT ledger accounts
In this step, you link the correct VAT ledger account for each EU country.
These ledger accounts are used to correctly process VAT per country. This helparticle explains how to create VAT ledger accounts in e-Boekhouden.New code for customers
Wil je dat e-Boekhouden automatisch een code genereert voor nieuwe klanten? Als je 'Ja' selecteert, zal e-Boekhouden een code genereren voor de nieuwe klant. Als je 'Nee' selecteert, genereren wij de code met behulp van de eerste 5 letters van de naam van de klant.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.