billy: Import Customer Invoices

Updated 6 months ago by Kruti Patel


Features

  1. Import customer invoices into billy
  2. Import  customer invoices using gateways (SFTP, FTP, DROPBOX, From VANS, Imap, Post Receiver)
  3. Define notification settings (Positive/Negative email notifications to the app users)
  4. Import invoices  daily, weekly, hourly based on scheduling mechanism.
  5. Share Adaptor with other users in your subscription with lots of security features.


Configuration flow

Procedure to activate Adaptor Billy: Import Customer Invoices

Navigate to Adaptors -> Catalogue, there you can find multiple Adaptors which you can use for business purpose

Click on 'Activate',  Adaptor Billy: Import Customer invoices will be activated in your account

You can choose any other gateway which is supported by HubBroker as a source system and it will be selected as a source gateway while configuring adaptor.

After activation of Adaptor it will navigate to 'General' screen of Adaptor

Procedure to configure Adaptor Billy: Import Customer Invoices

In General you can manage different settings described in below (General) image


Click on 'Source' to connect source gateways to import the invoices into billy account

Learn how to connect source gateway - Click here


Click on 'Destination' to connect billy account in destination, and invoices will be imported into billy account once it is configured

How to get API token from your billy account

Learn how to connect billy account with iPaaS? - Click here


Click on 'Import Rules' to add settings for customers for import of documents

In 'Import Rules', all the customers connected through billy account will be displayed and you can activate all/specific customers for invoices

After activation of customers you can change custom settings (General settings, Delivery locations settings, product settings, control document settings) for individual customer



'Matched customers with HubBroker network' tab and 'Help me activate customers automatically' button will be displayed if you have choose 'From HubBroker Network' gateway as a source gateway.

After activation of customer it will be displayed like below (Activated customer) image:




Default settings for Invoice import

Settings to get customer details from billy account to import the invoice base on different priority




Custom settings for particular customer

You can change below settings for individual customer 

  • General Settings
  • Product Settings
  • Control Document Settings


Notification settings

Feature to send positive and negative notifications for document and Adaptor level

Learn more about notification settings - Click here


Schedule settings

You can set schedule for Adaptor when you want to be run the Adaptor automatically

Learn more about schedule settings - Click here


Dashboard

You can view all the transactions of Adaptor through Dashboard

You can view all the details of imported documents like sender, receiver, document number, customer invoice number, supplier invoice  number and status

You can view XML file of invoices which are imported and successfully processed into destination gateway



Category: Adaptor

Last date of update: 24.09.2018


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