Integration · Exact Online
Invoicing & quotes in Exact Online
Your clients create, send and manage invoices and quotes in the client portal. Their customers accept and pay online; you see straight away what comes in. Here's how it works when your administrations are in Exact Online.
Available in Exact Online
What invoicing & quotes does in Exact Online.
- Process sales invoices
- Sales email address
- Mollie integration (payments)
- Match invoice to payment
- Process partial payments
- PEPPOL integration for invoicing module (Coming soon)
Syncs from Exact Online
- GL accounts
- VAT codes
- Relations
- Journals
- Bank transactions
- Cost centres
How it works
From quote to paid, and booked.
No separate invoicing tool. Your client invoices from the client dashboard and every invoice sent is in the administration straight away.
- 01
Create a quote
Your client creates a quote in their own branding, with items from the product library.
- 02
Accept
Their customer accepts or declines on a personal online page.
- 03
Invoice
Once accepted, the quote becomes an invoice in one click, with automatic numbering.
- 04
Pay
Payment via iDEAL with Mollie or with the EPC payment QR code, with automatic payment reminders.
- 05
Book
The invoice is in the administration straight away. Revenue and VAT add up in real time and Mollie payments are processed automatically.
Connecting
How to connect Exact Online.
- 1Connect Exact Online in minutes
- 2Choose the administrations
- 3Autoboeker learns from history and master data
- 4Automate in phases
What you need
- An Exact Online account with access to the administrations you want to connect
- An Autoboeker account (Firm or Large firm)
FAQ
Invoicing & quotes in Exact Online: questions and answers.
Yes. 5 invoicing & quotes features are available in Exact Online, including process sales invoices, sales email address and mollie integration (payments).
Invoicing is an add-on of €5 per month per administration on top of the Firm plan. Firms switch it on per client.
Connect Exact Online in minutes. Choose the administrations. Autoboeker learns from history and master data. Automate in phases.
Invoicing is an add-on at €5 per month per administration, on top of the Firm plan. You only switch it on for the administrations that use it.
Exact Online, SnelStart, Twinfield and e-Boekhouden. Every invoice sent is in the administration straight away, so revenue and VAT add up in real time.
As the firm, you enable the module in one click under Settings in your client's administration. You then link the VAT codes the client may invoice with to a GL account.
Exact Online has the broadest support: AI recognition, automatic booking, rules, client questions, audit logs and team statistics, plus bank matching with automatic reconciliation, VAT analysis and reports, and the VAT overview in the client dashboard.
Bank transactions are synchronised and matched with invoices and bookings on amount, reference, IBAN, relation and date. Every match gets a confidence score; above your threshold it is reconciled automatically. No match? Then the transaction becomes a client question.
Further reading
Related in the knowledge base.
Guides
Offering invoicing to clients as a bookkeeping firm
How to offer invoicing to clients: invoices and quotes from the client portal, iDEAL via Mollie, an EPC QR code and every invoice booked into the ledger.
7 min readRead the guideFundamentalsWhat is pre-accounting? A guide for accounting firms
Pre-accounting is the groundwork before bookkeeping: collecting documents, coding, bank matching and asking clients for missing info. How it works, with AI.
9 min readRead the guideFundamentalsAutomatic booking with AI: how it works for firms
How automatic booking with AI works: recognition without templates, booking proposals with a confidence score and a threshold that decides what gets booked.
10 min readRead the guideWorkflowsBank matching and reconciliation: how to automate it
What bank matching and reconciliation are, how to link transactions to invoices and how AI matches on amount, reference, IBAN, contact and date with a score.
9 min readRead the guideWorkflowsHandling client questions (vraagposten): a firm workflow
How to handle client questions (vraagposten) efficiently: when they arise, how to ask, follow up and process them, and how a client portal replaces emails.
9 min readRead the guideWorkflowsAutomating VAT checks: how to prevent Dutch VAT errors
Automating VAT checks in pre-accounting: 21%, 9% and 0% rates, reverse charge, ICP and VIES checks, and how to catch VAT errors before the return is filed.
10 min readRead the guideSee Autoboeker in your own administrations.
In a 30-minute demo, we show you how Autoboeker works with your firm's accounting software and way of working.
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