Sales Booking in the Accounting Software:
Used to record revenue in the accounting software, essential for accurate VAT return submissions.
A debtor is created, and a sales booking is recorded under this debtor.
No specific items are required in the accounting software for this booking.
Sales Invoice or Sales Order in the Accounting Software:
An alternative method for creating an invoice or order in the accounting software.
Useful if further processing of the invoice or order is desired within the accounting software.
Requires specific items to be present in the accounting software.
Ensure item codes in the source platform match those in the accounting software.
Specify in the integration whether to synchronize items to the accounting software.
Note: If you use Shopify, we recommend sending invoices via the Sufio app.
Inventory Management:
Stock levels for items are updated based on orders.
The ordering platform acts as the leading system in this synchronization.
Important: No inventory synchronization occurs from the accounting software back to the source platform.