GetMyInvoices lets you automatically transfer your invoices to the FastBill interface. This allows you to streamline your accounting processes and manage invoices directly in FastBill without any manual effort. This guide provides step-by-step instructions on how to set up FastBill synchronization.
Step 1
- Click on Profile in the top right corner and select Synchronization from the dropdown menu.
- Click the plus icon (+) in the top right corner to add a new synchronization.
- Select the “Export” option to automatically transfer invoices.
Step 2
- Use the search function and search for Fastbill.
- Click the Fastbill tile and then click “Next”
Step 3
- You will be automatically redirected.
- Enter your Fastbill username.
- Enter your Fastbill API key .
- Click Next.
Step 4
- Specify settings for exporting the documents.
- Use Advanced Settings to set additional criteria for the export.
- Click Next .
- In our example, we’ll have the invoices archived in Fastbill after a successful export.
Step 5
- Export all invoices to the Fastbill inbox.
- Optional: Limit the export period based on the invoice or import date.
- Click Save to start the export.
GetMyInvoices will now automatically transfer all relevant invoices to Fastbill based on your settings. Only the PDF file is transferred to the Fastbill interface.