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23 MAR 2024
Accounting Integrated in Magento
Many shop operators combine Adobe Commerce or Magento with an external accounting system. One of these is the SaaS solution Easybill. Although it provides integration with Magento out of the box, the standard interface has limited functionality. Therefore, DELABYTE has developed a Magento module for full integration, which better utilizes the interaction between the two systems.
Overview of Easybill
What is Easybill?
Easybill is a cloud-based invoicing software. Online retailers can use it to handle their accounting. The software-as-a-service solution supports them in creating invoices, credit notes, and delivery notes, and in automatically recording incoming payments.
How does Easybill interact with Magento by default?
Easybill's standard interface to Magento is primarily designed to import documents from Magento into the accounting software. However, it offers only limited synchronization of data and functionalities between the two systems.
What are the advantages of the Easybill module from DELABYTE?
Unlike the standard interface, DELABYTE's Easybill module allows for full integration. By synchronizing all relevant data, shop operators can enable their customers to download Easybill invoices in Magento and process payments easily via invoice and SEPA direct debit.
Better Management of Invoices and Customers
Although Adobe Commerce or Magento is a shop system, it contains some objects relevant to accounting, such as invoices, credit notes, and delivery notes. However, customizing them in Magento requires programming effort. To manage them more easily and flexibly, many online shop operators use external accounting software like Easybill. The accounting system simplifies the design and customization of PDFs, automates several steps, and provides access for tax advisors.
"Combining a Magento shop with specialized accounting software simplifies many processes for shop operators. However, a seamless integration – covering the full functionality – is essential."
Full Synchronization of Invoice and Customer Data
Easybill's standard interface to Magento is limited to synchronizing invoices and credit notes from Magento with the accounting software. In contrast, DELABYTE's integration solution fully exploits the possibilities of both systems. It also transfers customer data from the online shop to the accounting software. Additionally, it offers the option to send invoices managed in Easybill directly to customers via email. Customers can also download the PDF invoices from Easybill directly from their user account.
Payment by Invoice and with SEPA Direct Debit
Based on the integrated systems, shop operators can offer their customers the option to pay for orders by invoice or direct debit. The former is especially indispensable for B2B shops as a method of processing. In Magento, an unpaid invoice is first created and sent to Easybill. Easybill automatically records a received payment through synchronization with the merchant's bank account. The invoice status in Magento is then immediately updated via the interface. If the customer selects SEPA direct debit as the payment method in the Magento checkout process, the process works similarly. Magento triggers a request through the interface to generate a SEPA mandate in Easybill.
Configuration of the Module in Magento Backend
To use DELABYTE's integration module, shop operators only need to enter their Easybill credentials in the Magento backend. They also have the option to configure a few basic interactions between the two systems.
