In this page, replace all the occurences of SimpleInvoices by the name of the app
Here you will find all the information you look for regarding the data sharing between SimpleInvoices and the other apps of the marketplace
Interesting workflow you can accomplish with SimpleInvoices on our MarketPlace
Add here a list of workflows that the user will be able to accomplish with other apps, e.g.:
You can create your contact in vTiger, and attach an invoice to this contact in vTiger, then change the status of the invoice to "Paid" in Quickbooks
When I create an invoice in my accounting package, it also appears in SimpleInvoices.
When I create a customer in my CRM, it appears with its details in SimpleInvoices.
Data shared between SimpleInvoices and other apps
In following sections, add the data shared with Connec! and other apps on the platform:
- "Entity shared", use the name of the entity displayed for the user in the application, update entities or add new entities if necessary
- "From SimpleInvoices to other apps" and "From other apps to SimpleInvoices" : add the corresponding sign to indicate if the data is pushed/pulled to Connec!
CRM and Sales data shared
| Entity shared | From SimpleInvoices to other apps | From other apps to SimpleInvoices | See it on my Impac! Dashboard |
|---|---|---|---|
Company |
|
| |
| Contacts |
|
| Invoice List widget (If invoice is attached) |
| Invoices |
|
| All invoice widgets |
| Organizations |
|
| Invoice List widget (If invoice is attached) |
| Products |
|
| Growth per product widget (if sales behind product) |
Accounting data shared
Entity | From SimpleInvoices to other apps | From other apps to SimpleInvoices | See it on my Impac! Dashboard |
|---|---|---|---|
| Invoices |
|
| All invoice widgets |
| Payments |
|
| Balance sheet widget (accounts receivables / accounts payables are updated) |
| Taxes |
|
|
FAQ
I could not see my Invoice in Xero!
Add the question asked here
Xero accepts invoices when it is associated with contact. Here in SimpleInvoice, contact is mapped to field person_id, Xero on its side maps only Organizations and not individual contacts, .
Conclusion: At the moment, this integration does not display invoices in Xero (created in SimpleInvoices)
Team Work
All the apps available on Maestrano marketplace share data with SimpleInvoices
However, these three apps are the best matching for SimpleInvoices
Add logo here with the name
Add logo here with the name
Add logo here with the name