<aside> 💡 Keyinvoice is an accounting software that brings all your financial and accounting data together in one place.

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<aside> 🎁 The Keyinvoice integration is available BETA users on Business tier or higher. To use the integration you also need a Keyinvoice account.

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Integrate KeyInvoice in BETA

1. From the menu bar on the left hand-side, click Settings.

   

2. Click Integrations.

   

3. Scroll the menu and click Connect on the software you would like to integrate with.

   

Document Creation in KeyInvoice

Fatura-Recibo and Nota de Crédito

BETA facilitates the creation of two document types in KeyInvoice: Fatura-Recibo and Nota de Crédito.

• Fatura-Recibo is is generated when a transaction is closed.
• Nota de Credito is generated when a transaction is refunded.

Client Information

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.

Product Creation

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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