FreshBooks integration/da: Difference between revisions

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[[File:Freshbooks-logo.png|left]]
[[File:Freshbooks-logo.png|left]]
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Integrationen mellem [https://sbpay.me/en/ SBPay.me] og [https://www.freshbooks.com FreshBooks] strømliner din faktureringsproces ved automatisk at generere fakturaer eller andre indbetalinger i FreshBooks for hver afsluttet ordre. Det hjælper dig med at optimere dine økonomiske arbejdsgange og sikre nøjagtig registrering af dine ordrer.  
The [https://sbpay.me/en/ SBPay.me] and [https://www.freshbooks.com FreshBooks] integration streamlines your invoicing process by automatically generating invoices or other income payments in FreshBooks for every completed order. It will help you optimize your financial workflows and ensure accurate recording of your orders.
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Video-vejledning [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=Cr-OPRJFviw]]
Video tutorial [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=Cr-OPRJFviw]]
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<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Bemærk!'''</span>
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!'''</span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Fakturaer oprettet via FreshBooks-integration viser kun det samlede beløb uden detaljer om skatter og rabatter. SBpay.me-fakturaer indeholder derimod omfattende oplysninger, såsom varepriser, eventuelle skatter eller rabatter og det samlede beløb.</span>
* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">The invoices created through FreshBooks integration will show only the total amount, omitting details about taxes and discounts. On the other hand, SBpay.me invoices will include comprehensive information, such as item prices, any applicable taxes or discounts, and the total amount.</span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Det er ikke muligt automatisk at oprette en refusionskvittering i FreshBooks, når en refusion behandles på SBPay.me-siden.</span>
* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It's not possible to automatically create a Refund Receipt entry in FreshBooks when a refund is processed on the SBPay.me side.</span>
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;Sådan indstilles og bruges
;How to set and use
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1. Gå til siden <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> (Tilpassede funktioner) i din SBPay.me-grænseflade, og klik på knappen <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable (Aktiver</span> ) ud for Freshbooks.
1. Navigate to the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page within your SBPay.me interface and click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable</span> button next to Freshbooks.
[[File:Freshbooks enable path.png|1200px|center|link=https://help.simplybook.me/images/d/d4/Freshbooks_enable_path.png]]
[[File:Freshbooks enable path.png|1200px|center|link=https://help.simplybook.me/images/d/d4/Freshbooks_enable_path.png]]
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2. Når funktionen er aktiveret, skal du klikke på knappen <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Connect</span> for at fortsætte med opsætningen.
2. Once enabled, click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Connect</span> button to proceed with setup.
[[File:Freshbooks connect path.png|1200px|center|link=https://help.simplybook.me/images/7/70/Freshbooks_connect_path.png]]
[[File:Freshbooks connect path.png|1200px|center|link=https://help.simplybook.me/images/7/70/Freshbooks_connect_path.png]]
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3.  Du bliver bedt om at logge ind på din FreshBooks-konto for at oprette forbindelsen. Hvis du allerede er logget ind på FreshBooks i samme browser, oprettes forbindelsen automatisk, når du klikker på knappen <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Tillad</span>.<br>
3.  You'll be prompted to log in to your FreshBooks account to establish the connection. If you're already logged in to FreshBooks in the same browser, the connection will be automatic once you click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Allow</span> button.<br>
Hvis det er nødvendigt, finder du SBPay.me i FreshBooks <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Apps</span> -&gt; <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Connected Apps</span>.
If needed, you will find SBPay.me in the FreshBooks <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Apps</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Connected Apps</span> section.
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4. Når systemerne er forbundet, får du adgang til integrationsindstillingerne i SBPay.me-grænsefladen.
4. Once the systems are linked, you'll gain access to the integration settings within the SBPay.me interface.
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5. Vælg operationstypen. Der er to muligheder: <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Faktura</span> og <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">betalinger: Anden indtægt</span>.<br>
5. Select the operation type. There are two options: <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoice</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payments: Other Income</span>.<br>
Hvis du vælger Faktura, genereres der både en faktura og den tilhørende betaling i FreshBooks for hver betalt ordre. Hvis du vælger "Betalinger: Anden indtægt", oprettes der kun en post under "Anden indtægt" i FreshBooks, når ordren er betalt.
If you choose Invoice, each paid order will generate both an invoice and the associated payment in FreshBooks. Alternatively, selecting "Payments: Other Income" will only create an "Other Income" entry on the FreshBooks side once the order is paid.
[[File:Freshbooks operation type.png|1200px|center|link=https://help.simplybook.me/images/d/dc/Freshbooks_operation_type.png]]
[[File:Freshbooks operation type.png|1200px|center|link=https://help.simplybook.me/images/d/dc/Freshbooks_operation_type.png]]
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6. Som standard er systemet indstillet til <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">at springe transaktioner med nul beløb over</span>, så de ikke sendes til FreshBooks. For eksempel transaktioner, hvor der er givet rabat, og det samlede beløb derfor er 0. Du kan beholde denne indstilling, hvis du ikke har brug for disse poster i FreshBooks. Hvis det imidlertid er afgørende for din bogføring, kan du deaktivere denne funktion for at inkludere sådanne transaktioner.
6. By default, the system is set to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">skip zero amount transactions</span> so that they are not being sent to FreshBooks. For example, the transactions where a discount was applied and the resulting total is 0. You can maintain this setting if you don't require these records in FreshBooks. However, if it's crucial for your bookkeeping, you can disable this feature to include such transactions.
[[File:Freshbooks skip zero amount.png|1200px|center|link=https://help.simplybook.me/images/b/be/Freshbooks_skip_zero_amount.png]]
[[File:Freshbooks skip zero amount.png|1200px|center|link=https://help.simplybook.me/images/b/be/Freshbooks_skip_zero_amount.png]]
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7. Du kan også medtage <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">fakturabemærkninger</span> og <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">fakturavilkår</span> i fakturadokumentet.  
7. You can also include the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoice Notes</span> and the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoice Terms and Conditions</span> in the invoice document.  
[[File:Freshbooks invoice notes and terms.png|1200px|center|link=https://help.simplybook.me/images/a/ac/Freshbooks_invoice_notes_and_terms.png]]
[[File:Freshbooks invoice notes and terms.png|1200px|center|link=https://help.simplybook.me/images/a/ac/Freshbooks_invoice_notes_and_terms.png]]
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