<aside> 💡 Keyinvoice is an accounting software that brings all your financial and accounting data together in one place.
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🎁 The Keyinvoice integration is available BETA users on Club tier
or higher. To use the integration you also need a Keyinvoice account.
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Looking to integrate BETA with KeyInvoice, please follow the steps
BETA facilitates the creation of two document types in KeyInvoice: Fatura-Recibo
and Nota de Crédito
.
closed
.refunded
.If essential client details, such as name, tax ID, address, locality, or postal code, are linked to the BETA transaction, these values will be incorporated into the Fatura-Recibo in KeyInvoice. In the absence of this information, the fields remain blank, and the default “Consumidor Final” is displayed on the invoice. Note that if the default desk account is attached to the transaction, the document in KeyInvoice may display the default desk user’s information.
When a new product is added to BETA, an attempt is made to create a corresponding entry in KeyInvoice. If the product has event templates or passes linked to it, it is categorized as a service in KeyInvoice. Otherwise, it is designated as a stock-tracking item.
<aside> 💡 Important: The creation process may fail if the barcode of the product is already associated with another product reference in the KeyInvoice account.
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After the initial creation, you can make modifications to the product directly in KeyInvoice.