teamleader-twinfield integration | Combidesk

This Teamleader Twinfield integration exports invoices and credit notes to Twinfield. This saves time; you no longer have to do double work, and it reduces errors. After all, there is no manual work required anymore.

The Teamleader Twinfield integration works very simply. The integration is fully automatic and runs every 60 minutes. Invoices from Teamleader are forwarded as sales bookings in Twinfield. You can choose whether to transfer only paid orders or all orders. So, you are always up to date with your accounting in Twinfield.

Benefits

• Effortlessly synchronize invoices and credit notes between Teamleader and Twinfield.
• Save valuable time so you can focus on what you do best.
• Determine when to synchronize based on the order status.
• Less manual work means less chance of errors.
• It's super easy! No downloads and no expensive developer required!

Features

• Create sales invoices and credit invoices in Twinfield as sales entries.
• Synchronize all or only sent invoices.
• Synchronize all or only paid invoices.
• Export existing Teamleader invoices to Twinfield once (optional).
• Determine the status of the sales booking in Twinfield: draft or final.
• Select different entities. One integration can be installed per entity.
• Synchronize credit notes from Teamleader to Twinfield.
• Link various general ledger accounts.
• Link VAT rates from Teamleader to the VAT rates in Twinfield.
• Payment status is sent back from Twinfield to Teamleader.
• The integration synchronizes every hour. An invoice never appears twice in Twinfield.
• Choose the correct Twinfield journal.

FAQ

How often is the data synchronized?

This integration synchronizes automatically every 60 minutes by default. You don't have to do anything for this. If a synchronization fails, the integration will retry it on the next run. If the issues persist, we will notify you by email.

What rights do I need to have in Twinfield?

In Twinfield, you need to have the appropriate rights for sales entries. You should coordinate this with your accountant or with Twinfield. You can find these settings in your Twinfield account.

Can the PDF of the order be included when sending it to Twinfield?

No, it is not possible to add the PDF to the sales entry in Twinfield.

Can I connect multiple Teamleader entities?

Sure. To achieve this, you need to install the integration separately for each entity.

Are credit notes included, and how does that work exactly?

Yes, the integration optionally synchronizes credit notes as well. Once you create a credit note in Teamleader, a sales booking for that credit note will be generated in Twinfield.

Can you help with the installation of this integration?

Absolutely 😀! If you don't have the time or find the setup too complicated, no problem! We can handle the installation of this integration for you. There will be a one-time installation fee for this service. If you later decide not to use the integration, we'll refund the installation fee to you.

How do I get the correct VAT on a Twinfield invoice?

Make sure that you have activated the used VAT rates in both Teamleader and Twinfield. In the settings of the integration, you can then link the VAT rates from both systems together.