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With this integration, you send invoices (automatically) to Octopus: as direct bookings in the journal, or for processing to the Document Import Viewer. If your entrepreneurs have linked their bank accounts, you can also export CODA files to the financial journal. You can then easily check or process these files in Octopus.
In just a few clicks, you add client files to Billit based on the client file data in Octopus. This imports not only the client file data itself, but also all customer and supplier data from the Octopus client file into Billit, including general ledger accounts. After posting, the booking numbers from Octopus are visible with each document in Billit.
Please note: make sure the Webservice module is active for the client file in Octopus under Beheer > Gebruikers > Rechten > Toegang tot de webservice.
If you choose to book directly in the journals, the invoices are processed automatically and booked to the general ledger account you entered at customer or supplier level, on the invoice or on the order line(s).
If you don't, Billit uses by default the general ledger account set in the Octopus integration screen under the Settings > Integrations > Octopus menu.
If the customer or supplier doesn't exist in Octopus yet, it is created immediately during this process!
Once an invoice has been booked in Octopus, Billit retrieves the booking number and places it next to the invoice in the purchase and sales journals in Billit.
You can also choose to upload the purchase and/or sales invoices automatically to the Document Import Viewer in Octopus.
To do so, however, you need the Octopus DMS system. The DMS option is ticked by default in Billit. For more information about the price and activation of this system, you can contact Octopus customer service at info@octopus.be. With this option, the booking number is not sent back to Billit.
