Important: leave the "Use in production mode" box unchecked until you're happy with the content of your invoices. When you're ready, enable production mode to send invoices for real.
After a few weeks, when you're 100% satisfied with the invoices that you can find on https://app.abcinvoice.eu, you can check the Send on create box. As the name implies, you won't need to Create then Send as two separate actions. Creating the invoice will send it to the customer automatically.
2 - Attachments Popover
The attachments added here will be attached to the invoice. In the popover, you can see two buttons to add an attachment. The former will insert a PDF with the checkbox "is invoice" checked. It means that this PDF represents your invoice, with your layout… Other documents can be inserted with the box unchecked (such as Terms and Conditions, Statement of account…)
3- Legal Literals
This popover helps you select the legal literals that you need to apply to this invoice. It is perfectly possible not to use those and, instead, replace them with a calculation in the JSONrepresentationField. Typically, the legal phrase that explains why the invoice is VAT-exempted…
4- Actions
Finally! Let's do something :)
- Create invoice is basically creating an invoice on ABCinvoice.eu. Unless you checked the "Send on create" box in the settings, it does just that. Well, in fact it does a couple of other things:
--- upload all attachments
--- download some json representation of your invoice in the ΩABCinvoice_json container field. This is not the same JSON as the one you sent. It's interpreted by ABCinvoice.eu. Developers may want to control that the data is as expected. Note that the status New appears on the upper right corner of the widget. You can click it and change the status from here.
- Upload new attachments: this is only if you want to add attachments to the invoice AFTER you created it on ABCinvoice.eu.
- Send invoice to the customer. If you already created the invoice and are happy with the result, you can send it from here. It's very likely that you will verify your new invoices online instead of using FileMaker, but then again you can choose to send it from here.
- Mark as closed: once you've paid the invoice, you want to mark it as closed.
- Get JSON, PDF, UBL… are ways to download files created by ABCinvoice.eu to your database.
5- Export
These buttons allow you to easily export your data on the current record ("This") or on the found set).
Container files are not exported if they're empty, which means that you need to download (Getà these files before exporting all found.
In the bottom part, you can export an Excel file of sales invoices as well as supplier invoices for your accountant. You can (not mandatory specify start and end dates. For instance insert 1/1/2025 in start date to export everything since the 1st of January of 2025.
Typical path/recommendation
Most of our users have followed these steps:
1- Test phase (Use in production mode Unchecked):
- insert a test API key
- to test an invoice :
--- Create
--- Get PDF
--- Export this PDF
- then adjust your configuration if you think something is missing or not going to the right place, or if you have error messages.
Once the FileMaker add-on is configured, here is how it works.
A - Sales invoices
The widget looks like this:
1 - Settings are part of the configuration steps:
You can find your API keys in your web interface. You need to create an account in each environment.
Production environment: https://app.abcinvoice.eu
Test environment: https://app-develop.staging.abcinvoice.eu/
Important: leave the "Use in production mode" box unchecked until you're happy with the content of your invoices. When you're ready, enable production mode to send invoices for real.
After a few weeks, when you're 100% satisfied with the invoices that you can find on https://app.abcinvoice.eu, you can check the Send on create box. As the name implies, you won't need to Create then Send as two separate actions. Creating the invoice will send it to the customer automatically.
2 - Attachments Popover
The attachments added here will be attached to the invoice. In the popover, you can see two buttons to add an attachment. The former will insert a PDF with the checkbox "is invoice" checked. It means that this PDF represents your invoice, with your layout… Other documents can be inserted with the box unchecked (such as Terms and Conditions, Statement of account…)
3- Legal Literals
This popover helps you select the legal literals that you need to apply to this invoice. It is perfectly possible not to use those and, instead, replace them with a calculation in the JSONrepresentationField. Typically, the legal phrase that explains why the invoice is VAT-exempted…
4- Actions
Finally! Let's do something :)
- Create invoice is basically creating an invoice on ABCinvoice.eu. Unless you checked the "Send on create" box in the settings, it does just that. Well, in fact it does a couple of other things:
--- upload all attachments
--- download some json representation of your invoice in the ΩABCinvoice_json container field. This is not the same JSON as the one you sent. It's interpreted by ABCinvoice.eu. Developers may want to control that the data is as expected.
Note that the status New appears on the upper right corner of the widget. You can click it and change the status from here.
- Upload new attachments: this is only if you want to add attachments to the invoice AFTER you created it on ABCinvoice.eu.
- Send invoice to the customer. If you already created the invoice and are happy with the result, you can send it from here. It's very likely that you will verify your new invoices online instead of using FileMaker, but then again you can choose to send it from here.
- Mark as closed: once you've paid the invoice, you want to mark it as closed.
- Get JSON, PDF, UBL… are ways to download files created by ABCinvoice.eu to your database.
5- Export
These buttons allow you to easily export your data on the current record ("This") or on the found set).
Container files are not exported if they're empty, which means that you need to download (Getà these files before exporting all found.
In the bottom part, you can export an Excel file of sales invoices as well as supplier invoices for your accountant. You can (not mandatory specify start and end dates. For instance insert 1/1/2025 in start date to export everything since the 1st of January of 2025.
Typical path/recommendation
Most of our users have followed these steps:
1- Test phase (Use in production mode Unchecked):
- insert a test API key
- to test an invoice :
--- Create
--- Get PDF
--- Export this PDF
- then adjust your configuration if you think something is missing or not going to the right place, or if you have error messages.
2- Prod mode (pessimistic)
- make sure your prod API key is inserted
- check the Use in prod mode box
- DO NOT check the send on creation box
- create an invoice
- verify it on https://app.abcinvoice.eu
- send it from either the web app or FileMaker
3 - Nirvana
- everything is going fine, you now want to automate things. Check the "Send on create" box
B - Supplier invoices
On the received invoice list, you can download new invoices manually (lower right corner)
You will first see the main data appear, then only the detail of the invoice.
You can also change the status of a received invoice by clicking it (on the form layout as well)
The form layout gives you access to more information (invoice details, attachments…)
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