Automatic integration to Golden Planet
Make your bookings faster and easier with an automatic integration between Golden Planet and your accounting system. Your orders from Golden Planet are automatically sent to the accounting system, where you can set and fine-tune how the bookkeeping should take place and how the payment should be handled.
Invoices
Create invoices based on orders in your webshop or subscription system.
Customers
Create or update your customers in the accounting system based on customers in the webshop or subscription system.
Products
Create or update products, including all product data and prices.
Connect Golden Planet with accounting system
Connect Golden Planet with accounting system
Transfer orders, create and book invoices, handle credit notes and synchronise customers, products and stock amount. You can adjust the functionalities of the integration to your needs.
How does it work?
Orders from your webshop are automatically transferred to your accounting system on or more selected order states. In the accounting system, an invoice or order is created with all order lines from the webshop order. You can adjust, whether invoices should be booked automatically or not, and which payment term that is to be used on the invoice. Settings for creating and updating customers and products can be adjusted to your needs.
Orders are automatically fetched from the webshop on a selected order state and then transferred to the accounting system. How the invoice or order is handled depends on the integration settings.
Credit notes from the webshop are automatically handled in the accounting system, when an order gets refunded. A credit note to the booked invoice is created in the accounting system.
Products are typically transferred from webshop to accounting system. How products are created and updated is defined in the settings. Most accounting systems require that the product is created to allow invoice creation.
Customer data from the webshop is used to create new or update existing customers in the accounting system. Unique settings can be set up for B2C, B2B and EAN customers.
If the accounting system have an internal stock, a stock synchronization can be set up between the webshop and accounting system. The accounting system is master of stock amounts.
The VAT is defined from the valid VAT rules in the accounting system. Totals are validated before booking, and the system supports One Stop Shop VAT rules.
Features
Create draft or book invoice
An invoice can either be created as a draft or be booked automatically. You are in full control of how your invoices are handled.
Register invoice as paid
Set a default payment term or register invoice as paid depending on the payment method, that was used.
Send invoice mail
Send an email with the invoice attached to the customer rom your own mail server with a customised text and invoice layout.
Match customer or create new
Customers are matched up before a new is created. Define which field to use as reference, or use only one customer.
Use OSS for EU VAT
Use the valid VAT rates for EU countries with the One Stop Shop functionality to set the correct VAT.
Handle rounding differences
Differences due to varying rounding methods can be equalised automatically with an adjustable tolerance.
Synchronise from order state
You can set up invoices and orders to be handled differently depending on the order state in the sending system.
Match payouts with PayMatch
Your payouts and fees are matched with invoice payments to prepare for settlement and bank reconciliation.
