Exact Online integration
Want to process website orders or enquiries in Exact Online? We can decide which customer and invoice details should move across and when your team needs to check a discrepancy. Read about the options or book a conversation.
What is Exact Online?
Exact Online provides accounting, invoicing and customer record software. Your website can accept an order while the related invoice and payment follow at different times. Those steps need to remain connected in the accounts.
A customer can receive an order confirmation without the website claiming the invoice has already been paid. Your team needs to recognise the same order reference on the customer record, invoice and any correction in Exact Online.
Orders with a clear reference
Carry a fixed order reference from the website into Exact Online.
Customers linked to invoices
Attach customer details to the invoice that needs them.
Status without guesswork
Keep order, invoice and payment as separate visible steps.
Corrections you can trace
Use the same reference when an order changes or is credited.
How do I connect Exact Online to my website?
First decide whether the website should export data periodically or needs an app or API connection. Automatic transfer may help with a busy order flow; for a few enquiries, a checked manual step may be simpler. Agree which customer, order lines, amounts, tax and reference Exact Online receives.
Payment status may come from a separate payment provider; creating an invoice does not prove that it has been paid. Decide which stage the customer sees and how a return or credit note links back to the original order.
Common challenges with accounting integrations
How does Super Interactive connect Exact Online to your website?
We follow an order from your website into the accounts and choose when its details should be transferred. We keep the order reference throughout so your team can find the customer record, invoice and any correction together.
We also look at what customers see when payment is pending or an invoice changes later. The website then shows the status actually known, while your finance team can follow up on the difference.
Need help connecting Exact Online?
Discuss which order and invoice details your website should exchange with Exact Online.
Victor
Developer