Help articles

Thanks to this link, accountants who use AdminPulse for practice management can import the invoices for their clients directly into their Billit file as UBL, so they can easily be imported into the accounting software along with the other invoices in the file.

How to set it up?

1. In AdminPulse, navigate to 'General settings'. If you have several companies of your own, first choose the tab of the company you want to send invoices to Billit files from.
2. In the Invoicing settings, change the Export method to Admin-Connect.
3. Click the 'Link' icon next to Admin-Connect.
4. A new page opens where you can set up the connection with Billit. On this page, click 'Connect' on the Billit tile to configure the link.
5. Log in with your Billit account and select your own company that you want to connect to Billit.
6. After logging in, you can also choose to copy the payment status from Billit to AdminPulse.

How do I use this integration?

Once linked, you can easily export the invoices to Billit by clicking 'Global actions' in the 'Invoicing' menu and then 'Export all non-exported invoices'. Your invoices then land in Fast input of your client's file for processing.

If you selected this during setup, the payment status is copied from Billit to AdminPulse. When your client pays the invoice and automatic payment checking is active, the payment status in AdminPulse is updated too.