Summary:
The workflow after the integration is: the open items from Billomat are loaded into COMMITLY automatically. This saves you the CSV export and import in the first step.
In COMMITLY, MATCHING searches - automatically or manually - for inflows or outflows that fit the open items. These can then be marked as paid.
Because the open items are marked as paid, the forecast changes accordingly.
By linking COMMITLY with your Billomat account, your open items are automatically transferred into liquidity planning.
After the integration with Billomat, the outstanding payments are shown in a clear list. Overdue open items are detected automatically and marked in red.
The status of the open items is also shown in color and can be handled flexibly.
What do I need to do in Billomat?
First, in the left menu under "Settings > Administration > Users", click your own user name.
There you will find information about your API key.
Enable API access and click "Show API key".
An API key appears, which can be copied to the clipboard with copy & paste.
Please do not forget to save.
What do I need to do in COMMITLY?
Click "SETTINGS > Integrations".
Click "Connect Billomat" there.
Enter your Billomat ID and the copied API key here.
You can find your Billomat ID in Billomat under "Settings > My Account > Company".
In the "Open Items" menu, you can now sync your account by clicking "Load Billomat invoices".
