Install Billit Invoicing from the marketplace, either on a single account or across your whole company.
If you install at the company level, we're not told which account to activate. After install, you'll land on an "Activate account" screen where you enter the Location ID of the account you want to enable. You can find that ID in your CRM under Settings → Business Info. Repeat this step for every account you want to use the app on.
Open the app's Settings page and add two values from your Billit.eu account:
We verify both values against Billit.eu as soon as you save, so you'll know right away if either one is wrong.
In any workflow, add the "Create Invoice" custom action right after the step where a payment or order completes. The action needs a single field, the transaction ID, which is filled in automatically via the {{payment.transaction_id}} merge tag.
From that point on, every time the workflow runs for a completed, live payment, Billit Invoicing creates the matching invoice automatically. Test payments are logged separately and never create a real invoice.
On the Settings page, you can map a custom field in your CRM that holds your customer's VAT number. Once mapped, invoices for customers with a VAT number are sent automatically over Peppol.
If no field is mapped, or a specific customer has no VAT number filled in, the invoice is created and sent by email instead. You can also switch on "Disable email sending to individuals (B2C)" if you'd rather not automatically email invoices to consumers, in which case the invoice is still created and marked as paid, just not sent.
Every invoice attempt is logged on the dashboard with one of the following statuses:
For anything marked "Needs review" or "Error", the dashboard offers three actions: Retry (try again with the same settings), Send without VAT (B2C) (create the invoice without a VAT number, delivered by email), and Manually resolved (mark it as handled, for example if you created the invoice directly in Billit.eu yourself).
Add a notification email on the Settings page, and we'll email it automatically whenever an invoice needs your attention, such as an invalid VAT number, a missing email address, or a send failure. No workflow or automation setup required: it starts working the moment you save an email address, and stops if you clear the field. Each email links straight back to the relevant entry in your dashboard.
You can add more than one address by separating them with a comma, for example if you also want your bookkeeper to be notified.
Every plan includes a set number of invoices per month. Once you go over that, additional invoices are billed per invoice at your plan's overage rate. There's no setup fee and no separate invoice from us: overage is billed straight through your CRM account, using your CRM's own billing.
Your current plan and usage this month are shown on the dashboard. You can change or cancel your plan at any time from the "Manage subscription" link there, which takes you to your app's subscription settings.
Most issues show up directly on the dashboard as a "Needs review" or "Error" status with an explanation. If something looks wrong that the dashboard doesn't explain, or you have any other question, reach us at info@ydmdesign.be.