What a configuration could hand over
A smaller manufacturer does not need an ERP, it needs the document to be built from what the customer configured. So a configuration can create both the subject and the document with line items in Fakturoid, and webhooks can report back once the invoice is paid.
Contact (subject)
The customer from a configuration could be created in Fakturoid as a subject with company ID and address. The enquiry number would be stored in the subject’s own identifier, so the same customer is not created twice.
Proforma invoice
Made-to-order work usually starts with a deposit. A configuration could create a proforma invoice for the calculated amount, and once it is paid Fakturoid can issue the final invoice by itself, depending on your settings.
Document lines
Dimensions, material and surcharges could be split into lines with a name, quantity, unit and price. If you keep stock in Fakturoid, a line can be linked to an inventory item by SKU.
Payment webhook
Fakturoid can call an address you choose on the invoice_paid event. The job in treede CRM could then be marked as paid without anyone checking the bank statement.
What we need to connect it
Access would use OAuth 2.0; for a single account of your own, Fakturoid allows Client Credentials, which you create in the account settings.
For testing we recommend a separate test account, so trial documents do not touch the number series of your real invoices.
Together we set the number series, due period, bank account and VAT rate that documents from the configurator should use.
Worth deciding up front
- Fakturoid offers webhooks on paid plans only. On the free plan, payment status would have to be checked by polling the document.
- The API accepts at most 400 requests per 60 seconds. Single enquiries will not notice, but a bulk transfer of older jobs has to be spread out.
- If the configurator price includes VAT, we agree whether lines carry the gross or the net price, so the document matches to the cent.
Questions about this connection
Will an invoice be created as soon as the enquiry is submitted?
When the document is created is decided while we design the connection. We recommend creating it only after a salesperson confirms the order, so your number series is not filled with enquiries that never become jobs.
Will a customer we already have in Fakturoid be overwritten?
During design we agree how customers are matched, for example by company ID or email. An existing subject would then simply be used on the new document, and its details would not change without your consent.
Other integrations
Put Fakturoid to work in your sales.
Tell us what you sell and how an enquiry is handled today. On the demo you will see the configurator, and we will go through which data could flow from it into your system.