i-Reserve and Moneybird
With Moneybird your customers and sales invoices from i-Reserve go to your administration automatically, and a changed contact in Moneybird also comes back into i-Reserve.
Type: Native · module Export + InvoiceFrom: Bronze
| i-Reserve | Moneybird | |
|---|---|---|
| Customer | goes to | Contact |
| cust_id | goes to | External ID / Reference |
| Customer | goes to | Address Details |
| Invoice | goes to | Sales Invoice |
| Invoice Line | goes to | Invoice Line |
| VAT rate | goes to | Tax rate |
| Moneybird ID of contact and invoice | comes back from | (stored in i-Reserve) |
| Customer details | comes back from | Changed contact |
How it works
i-Reserve sends contacts and sales invoices to your administration through the Moneybird API. This happens as soon as an invoice becomes final, when the invoice is sent, or with the sync button on a customer or invoice. If you change a contact in Moneybird, i-Reserve updates the customer details.
What it delivers
You no longer have to enter data in both systems. That saves a lot of time and effort, your administration in Moneybird stays accurate and up to date, and you avoid errors and double entry.
What you need
For this integration you need the Export and Invoice modules, and a Moneybird account with its own app registration (client ID and client secret). The VAT rates must be set up in Moneybird; you map them to the VAT rates in i-Reserve.
Extra options
Purchase order number (PO number): widely used in the business market. In Moneybird it can go in as a reference or in a custom field, for example. In the settings of this integration in i-Reserve you fill it from a field of your choice, such as a custom field.
External or regular invoice: you choose whether i-Reserve creates a lightweight external sales invoice or a regular sales invoice in Moneybird.
Invoicing from Moneybird: Moneybird can finalise the invoice and send it by email.
How to switch it on
- Switch on the Export and Invoice modules
- Register an app in Moneybird and note the client ID and client secret
- Enter them in i-Reserve and give permission in two steps
- Map your VAT rates to those in Moneybird and choose between an external or a regular invoice
Simply do it yourself, or have it included in the setup.
Also in accounting
All integrations · Is your system missing? Request it
Connect Moneybird and done?
Try it free for 30 days, we set the integration up with you. Or book a demo.