pay-moneybird integration | Combidesk

The Pay. Moneybird integration from Combidesk automates the reconciliation of Pay. payments in Moneybird. This improves your accounts receivable management and saves you valuable time.

Thanks to the Pay. Moneybird integration, you no longer need to manually check whether payments are linked to the correct outstanding invoices. The module automatically retrieves Pay. payments and matches them with outstanding invoices in Moneybird. Additionally, the integration supports different revenue groups, keeping your administration organized at all times.

Benefits

• The Pay. Moneybird integration automates the reconciliation process, eliminating the need for manual payment matching with outstanding invoices.
• Save significant time, especially when processing large volumes of payments.
• Your administration is always up-to-date and accurate.
• The Pay. Moneybird integration is compatible with various e-commerce platforms, including Lightspeed, WooCommerce, Mijnwebwinkel, Plug&Pay, CCV Shop, and Shopify.
• The integration supports different revenue groups, allowing for a flexible administration.
• It's super easy! No downloads or expensive developers required!

Features

• Export existing Pay. payouts (clearings) to Moneybird.
• Automatic booking with 100% match.
• Select the sales journal where bookings should be recorded.
• Select the default general ledger account for receivables, costs, and payouts.
• Select revenue groups: Do you only want to synchronize payouts from specific revenue groups? If so, select the revenue groups. Please note that in your Pay. account under clearing settings, the option 'Payout per revenue group' must also be enabled.
• Select Moneybird administration: The administration where bookings will be created.
• Select bank journal: Choose the bank journal where invoice payments should be recorded.
• Select the default general ledger account for receivables.
• Select the default general ledger account for Payment Service Provider fees.
• Select the default general ledger account for payouts.
• Indicate whether you want to create new customers in Moneybird if they do not exist. If you select 'No', the relevant booking lines will be recorded under 'General Ledger Account: Unassigned'.
• If you want to book all orders under a default customer in Moneybird, enter the code of the default customer here.

FAQ

How often is the data synchronized?

The Pay. Moneybird integration synchronizes automatically every night. You don’t have to do anything. If a synchronization fails, the integration will retry in the next scheduled run. If issues persist, we will notify you by email.

What permissions do I need in Moneybird?

In Moneybird, you need multiple permissions. You must have access to General Ledger Accounts, Journals, Bookings, and Customers. Check our knowledge base for more details.

Is my data secure when using this Pay. Moneybird integration?

We take the security of your data very seriously. Our software runs in a Dutch data center and complies with all necessary standards to process your data securely. We do not store your customers' data; we only exchange it between your connected software packages.

How do I connect Pay. with Moneybird?

Follow simple steps for a successful integration of Pay. with Moneybird in our detailed guide.

Can you help install this Pay. Moneybird integration?

Absolutely 😀! Don’t have time, or did we make it too complicated? No worries! We can install this Pay. Moneybird integration for you. A one-time installation fee applies. If you decide not to use the integration, you will get this amount refunded.

Do I need to enter payment details to install this Pay. Moneybird integration?

No, during the trial period, you don’t need to enter payment details. If you decide to continue using the integration after the trial, you will receive information on how to subscribe in time.

What is the cancellation period for the Pay. Moneybird integration?

All our integrations have a one-month cancellation period. You are not tied to long-term commitments. Any remaining balance on an annual subscription will be refunded to your account.