API integration · connecting existing systems
Moneybird integration: every order automatically becomes a correct invoice
Moneybird is the accounting package of many Dutch freelancers and small companies, and exactly there retyping orders costs the most evenings. An integration turns every shop order, request or finished job into a Moneybird invoice, matches the contact, picks the revenue category and books a return as a credit note. Moneybird has a well-documented API with token access, so a targeted integration is manageable work. OmniTechs builds it when an existing connector does not fit; the first assessment is free.
Door Sina Sadegh Esfahani · Practice page by OmniTechs in Groningen; amounts follow the current price contract · Beoordeeld op .
What does a Moneybird integration cost?
An integration between Moneybird and one other system with a documented API is agreed in advance as a fixed amount; the calculator on the API integration main page shows the starting price for your combination and number of data types. After that the quote is fixed, no hours afterwards.
If one of the systems is poorly documented, documents or emails have to be read first, or it is unclear which system leads, we start with a Solution Sprint of €1,250 excl. VAT: we test the connection for real and you receive a fixed build price. Recurring costs are limited to hosting of the integration layer and monitoring in a Care plan; licences for the systems themselves are paid directly to their vendors.
- Standard integration: fixed price after the calculator and a short intake
- Uncertain combination: Solution Sprint €1,250 excl. VAT, then a fixed quote
- Recurring: hosting of the integration layer and monitoring via Care
- First assessment free, within one working day
What moves to and from Moneybird?
Moneybird has no stock module: stock stays in your shop or warehouse system. The integration books, invoices and reads payments back.
| Data | Direction | Watch out for |
|---|---|---|
| Contacts | Shop, website or CRM → Moneybird | Match on email or company number to avoid duplicates; or one collective customer per sales channel |
| Sales invoices | Order → Moneybird | Per order or bundled per day; invoice number series per channel; VAT per product |
| Payment status | Moneybird → shop or portal | Paid through the shop? Then mark the invoice paid immediately |
| Credit notes | Return or cancellation → Moneybird | Partial return as a partial credit note |
| Projects and hours | Work order or time tracking → Moneybird | Invoice from hours with the right revenue category |
Existing connector or custom?
For WooCommerce, Shopify and marketplaces, ready-made Moneybird connectors and plugins exist for a monthly fee. They are the right choice when you have one channel and invoice in a standard way. Custom work pays off when your invoice needs its own rules (revenue category per product group, project link, collective invoices per customer), when you invoice from your own website, portal or work order, or when you connect two systems without an existing connector.
How a Moneybird integration works technically
Moneybird offers a REST API to which you grant access per administration; for an integration that works only for you, an API token you create yourself in Moneybird is enough. The integration first looks up the contact, creates it if missing, then creates the invoice with lines, VAT and revenue category. A Moneybird workflow can send the invoice straight away; a return becomes a credit note referring to the original invoice. For every step we record what happens when something is off.
What you prepare
Your Moneybird administration with the revenue categories and VAT rates you use, a decision whether to invoice per order or bundled, and whether the invoice may be sent automatically or waits as a draft. With the free mapping tool on the main page you line up the fields of your shop and Moneybird.
How it runs
Day 1: free assessment. Week 1: field mapping and agreements on categories, numbering and sending. Weeks 2 to 3: build and test with a handful of real orders in a test administration or as drafts. Then go-live, monitoring and a short check after the first VAT return.
What to expect
- First assessment within one working day, free
- Field mapping as a document you can check yourself, with the free mapping tool on the main page
- Tests with real data in a test administration before the integration goes live
- Error messages someone on your team understands, with an owner and a retry
- Code, mapping and documentation are yours; maintenance via Care or in-house
Frequently asked questions
Can the integration keep my stock in Moneybird?
No, Moneybird has no stock module. Stock stays in your shop or warehouse system; the integration makes sure every sale becomes an invoice in Moneybird.
What happens on a return or cancellation?
A full return becomes a credit note on the original invoice; a partial return a partial credit note. A cancellation before invoicing creates no invoice.
Does this work with Shopify or WooCommerce?
Yes. For standard cases we first recommend the existing connectors; if your process does not fit them, we build the integration on both systems' APIs.
Can I use a separate invoice number series per sales channel?
Yes, with a prefix per channel or a separate workflow in Moneybird. We record it in the mapping.
How long does a Moneybird integration take?
An integration from one channel to Moneybird is usually live within two to three weeks. The date is in the quote.
Where do your orders or jobs come from?
Send the name of your shop, website or work-order system and how many invoices you create per month. Within one working day you hear whether an existing connector is enough or custom work pays off, and what it costs.