Summary:
After the integration, the workflow is as follows: The open items from FastBill are loaded into COMMITLY automatically. This saves you the export and import of CSV files as a 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 FastBill account, your open items are automatically transferred into the liquidity planning.
After the integration with FastBill, the outstanding payments are shown in a clear list. Overdue invoices are detected automatically and marked in red.
The status of the invoices is also shown in color and can be handled flexibly.
What do I need to do in FastBill?
First, click your own account name at the top right in FastBill.
Click Settings.
Copy the FastBill API token.
What do I need to do in COMMITLY?
Click "Add-ons --> Open Items".
Click "Connect FastBill" there.
Enter your email address.
Paste the copied API token into the API Key field.
In the "Open Items" menu, you can now sync your account by clicking "Load FastBill invoices".