How are invoices sent to Cashbook automatically?

Once you enter your Cashbook API key on the Team Settings page, invoices are sent to Cashbook automatically. With Automatically send cash movements to Cashbook turned on, an invoice is also sent when a payment is recorded on it. You can upload invoices manually as well.

Setup

1. Open Team Settings and find Cashbook API credentials.
2. Enter your API key.
3. If you also want paid invoices to be sent automatically, tick Automatically send cash movements to Cashbook, then click Save.

When is an invoice sent?

• Once the API key is set, an invoice is sent automatically when it is created or when its data is loaded.
• With Automatically send cash movements on, it is also sent when a payment is recorded on it.
• Manually, use Send to Cashbook on the invoice page or the Cashbook action in the invoice list.

An invoice that has already been submitted is not sent again automatically.

When can an invoice not be sent?

For example when it has no invoice number yet, has no PDF attached, is a foreign-currency invoice without an exchange rate, or has been cancelled or corrected.

Status and errors

The invoice shows whether the submission is being processed, succeeded or failed. If it failed, the reason returned by Cashbook is shown; once fixed, send it again with Resend to Cashbook.