Exchange invoices and documents with Billit
With Billit, the document journey matters: which details arrive, what needs to be processed and what your team should follow up. The official Billit API documentation describes orders, invoices, credit notes and document information, among other things. We check which parts apply to your account and requested data flow.
For broader decisions about financial data and processing, see Accounting integrations.
Where should Billit fit into your invoice process?
A CRM, ERP or other business tool may hold customer or sales information. We agree which document or details should reach Billit, which tool owns the source data and what should happen next. The available route depends on the software and your account setup.
Data flow
Decision to make
Billit
Invoice or credit note
Decision to make: Which fields and document details are needed?
Incoming document
Decision to make: Who checks the document and its information?
Available status or error
Decision to make: Where should it appear, and who follows up?
Billit
Invoice or credit note
Decision to make: Which fields and document details are needed?
Incoming document
Decision to make: Who checks the document and its information?
Available status or error
Decision to make: Where should it appear, and who follows up?
Billit
How do you keep source information reliable?
Agree which tool manages customer, item and document details. An invoice flow needs clear rules for missing fields, existing records and corrections. The Billit documentation about invoices and statuses describes information available through the API; we check the specific fields and permissions for your situation.
Which exceptions need follow-up?
Agree what should happen when a document is incomplete, a transfer fails or a correction is needed. We check what feedback the chosen route provides and who can update or submit the document again. Your accountant confirms the relevant accounting requirements and treatment.
How do we assess an invoice flow with Billit?
We first discuss which invoices, documents or statuses your team needs. Then we check the source software, Billit account, available data and existing features. We agree with your accountant who checks documents and corrections. This helps define which steps may be feasible and what the proposal needs to include.
Map the documents
Map document types, source data and the intended destination.
Check Billit's features
Check available Billit features, account rights and existing connections.
Agree on follow-up
Agree who follows up on missing details, errors or corrections.
Set the scope
Define the work, responsibilities, price and schedule in the proposal.
What affects the cost of a Billit integration?
The price and schedule depend on the source tool, document types, required fields and any status information needed. Existing connections, account features and checks by your accountant also matter. The proposal explains the agreed deliverables, responsibilities and relevant recurring costs.
Common questions
We assess this based on the source data, document type and your Billit account. The API documentation describes invoice and order routes, but we check which options fit your access and process before confirming the scope.
That depends on the available information and connection. We first agree which status your team needs, where it should appear and who acts when a document needs attention.
Involve your accountant in the document and processing requirements. That clarifies which information is needed and who checks whether a document is ready for accounting.
Where should Billit fit into your invoice process?
Tell us which software holds the source information, which documents should move and who checks them. We can then discuss what needs to be assessed.