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Moneybird
Send invoices automatically from Recras to Moneybird with Zapier.
Moneybird and Recras
Many Recras members have the need to automatically export invoices from Recras to accounting. Recras does not interface with accounting software, but Zapier can do this for you. A so-called ‘Zap’ takes care of this process.
Zapier links web services together. Zapier ensures that an event (Trigger) at one web service triggers an automatic response (Action) at another web service.
How does that work?
In the case of invoices in Recras, it works as follows:
- There is a new final invoice in Recras
- This forms the Trigger for the Zap in Zapier
- The Action then creates an invoice in Moneybird
- In the Zap you can set the categories in which the invoice will end up
Important to know
You can only book on one category per VAT rate in Moneybird. If at any time you want to know how much of your turnover lies with certain products or product groups, you can easily get that from Recras’ statistics. All invoices come under one contact in Moneybird. The Zap cannot create new contacts. Invoices to which ‘VAT reverse charge’ applies must be manually corrected in Moneybird. A Zap must be set up per internal company in Recras.
What do I need for this?
- A Zapier for Work account
- A Recras account
- A Moneybird account