Moneybird integration
Want a website order to become an invoice in Moneybird? We can decide which customer and order details move across, and whether payment or correction status needs to return. Read about the options or book a conversation.
What is Moneybird?
Moneybird helps businesses with quotes, invoices and bookkeeping. Its API can create contacts and sales invoices from a webshop or another application. For your website, the question is when an order is final enough to invoice.
A changed order should not create a second, unrelated invoice. Customers should recognise the same amounts and details on the website and invoice. A fixed order reference helps your team trace what changed.
Invoices from orders
Use the website order as the starting point for a sales invoice.
Contacts kept together
Attach the invoice to the right Moneybird contact.
Payment status when needed
Use a status notification when an invoice changes, if the site needs it.
Traceable corrections
Keep a changed order tied to the original invoice.
How do I connect Moneybird to my website?
A checked export of orders may be enough for a small site. The Moneybird API can also create contacts and sales invoices from your website or backend. First agree when that should happen: at checkout, after payment or after someone checks the order.
Moneybird also offers webhooks for changes in the accounts, including invoice status. Use a notification only for information your website needs to show. Keep later corrections tied to the original order instead of silently creating another invoice.
Common challenges with accounting integrations
How does Super Interactive connect Moneybird to your website?
We agree when the website should create a contact and invoice in Moneybird. We give the order a fixed reference and decide which fields are authoritative. That keeps the website order linked to the right invoice.
If a customer changes or pays for an order, we check whether the website needs that status. Only then do we bring the relevant change back, without copying the whole accounting record.
Need help connecting Moneybird?
Discuss when your website should create a Moneybird invoice and which status it needs back.
Victor
Developer