Optimize your accounting in Dynaccount
Speed up and simplify your accounting with an automatic integration to Dynaccount. Your webshop orders or subscription renewals are seamlessly transferred to your accounts, allowing you to customize and refine the accounting process and payment handling according to your preferences.
Invoices and credit notes
Create and post invoices and credit notes. Synchronize customers, products and inventory.
Customers
Create or update your customers in the accounting system based on customer information from the sending system.
Products
Create or update products, including all product data and prices.
Connect Dynaccount with your webshop eller abonnementssystem
Integration between webshop and Dynaccount
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 
Credit notes 
Products 
Customers 
Stock 
VAT Orders 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 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 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.
Customers 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.
Stock 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.
VAT 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.
Connect your subscription system with Dynaccount
Transfer subscription renewals, create and book invoices, and synchronise customers and products. Handle the invoice according to the payment state of the renewal and register payment depending on payment method.
How does it work?
Subscription renewals 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.
Renewals Credit notes Products Customers VAT Renewals Renewals are automatically fetched from the webshop on a selected payment state and transferred to the accounting system. How the invoice is handled depends on the integration settings.
Credit notes Credit notes from the subscription system are automatically handled in the accounting system, when an amount is refunded. A credit note to the booked invoice is created in the accounting system.
Products Products are typically transferred from subscription system 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.
Customers Customer data from the subscription system 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.
VAT 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.
Simple and advanced workflows
Connect multiple systems on the same account and set up advanced flows that suit your needs.
New webshop order
An order is received in the webshop. On a given state, e.g. “processing” it is transferred to the WMS.
Shipping from WMS
Products are shipped from the WMS, and stock amounts are regulated. A fulfillment state is sent to the webshop.
Order is completed
The order is marked as completed in the webshop, and the order amount is settled. (Payment gateway settlement)
Invoice is booked
An invoice is created in the accounting system. Totals are validated and the invoice is booked automatically.
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.
Handle rounding differences
Differences due to varying rounding methods can be equalised automatically with an adjustable tolerance.
