How does billFLO connect to my Accounting or Invoicing System
When you first use billFLO we ask you a couple of questions to get billFLO talking to your accounting system via its API. An API is simply a technical term to describe how two computers talk to each other. Your systems API requires certain information for billFLO to access your invoices. In most cases we need either a Token (often called an API token) or your User Id and Password. We use the industry standard 256bit encryption to keep your information safe.
Don't forget, if you change your login details for your accounting system, you'll need to update billFLO.
The information billFLO can access is governed by your accounting or invoicing system. If you have more questions about your systems API we've provided links below:
- Freshbooks API
- Harvest API
- Blinksale API
- Less Accounting API
What is a billFLO invoice?
A billFLO invoice is a computer readable invoice. Your accounting system probably already creates pdf invoices which you send to your customer. PDF invoices are great for your customer to review their purchase. However, at some point the information on the invoice needs to get into their accounting system so they can pay you. A billFLO invoice is a quick way for your customer to get the data into their accounting system without resorting to doing it manually.
How does my customer get the billFLO invoice?
You simply tell billFLO to email it to them. billFLO creates an email and attaches a pdf invoice and an encrypted billFLO invoice which is sent to your customer. You can customize the email message and the invoice with your logo and company details.
Can my customer still pay the same way the way they used to?
Yes. If you accept web payments, the billFLO invoice imports the payment url right into your customers accounting system. No more looking through stacks of invoices and emails to find your payment link, they can click straight from their accounting system to pay you. The pdf invoice will also include your payment url.
Can I send myself an invoice?
Yes. Simply select the invoice, click "customize email" and then enter your email address in the Customize Email window. you will receive the email to your email address when you click send.
How do I customize the email?
There are two ways to customize the email. You can setup a default email message that your customers receive. Using special keywords, you can tell billFLO to use personalized information for each customer. For example, if you enter ::invoice::, it will be replaced by the invoice number.
You can also customize the email as you send it. Simply click "Customize email" in the Send billFLO Invoice button.
Can I customize the PDF Invoice?
Yes. The invoice can be customized to include your company details and logo.
Desktop billFLO seller UserGuide
For the very latest billFLO information, please visit our online user forum.
We want you to be able to use billFLO seller from the second you install it. So, we packed a lot of cool features into just three intuitive screens:
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The invoice summary window displays all of your invoices you have created. The default view is of all unpaid and unsent invoices. Invoices that have been paid or sent can also be shown by clicking the checkboxes and refreshing the invoice list. Click the image to the left to see a detailed explanation of the buttons
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The new invoice window allows you to create a new invoice or use an existing invoice as a basis of a new invoice. billFLO remembers your customers, calculates due dates, sub-totals, totals and taxable amounts.Click the image to the left to see a detailed explanation.
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The preferences window allows you to setup billFLO to work exactly how you want it to. You can select how you want invoices emailed, what message to include with it, add a custom logo and much more. Click the image to the left to see a detailed explanation.
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Still got questions? Check out our online user forum.
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