{"id":23503,"date":"2015-09-17T23:27:09","date_gmt":"2015-09-17T23:27:09","guid":{"rendered":"https:\/\/poppyz.nl\/issuing-invoices\/"},"modified":"2021-07-19T16:16:45","modified_gmt":"2021-07-19T16:16:45","slug":"issuing-invoices","status":"publish","type":"page","link":"https:\/\/poppyz.nl\/en\/documentation\/issuing-invoices\/","title":{"rendered":"Issuing Invoices"},"content":{"rendered":"
    \n
  1. Users are issued an invoice during the payment process. To set this up a MoneyBird<\/a> account is required.<\/li>\n
  2. To setup invoicing go to Courses -> Settings<\/strong> and click on the Integration and Payment<\/strong> tab.\"\"<\/a><\/li>\n
  3. For old MoneyBird accounts enter your login credentials to enable MoneyBird integration. The Client Name<\/strong> field is the first section of your MoneyBird URL.
    \n    \"settings_moneybird\"<\/a><\/li>\n
  4. For newer MoneyBird account click on the\u00a0 new version checkbox.
    \n\"\"<\/li>\n
  5. The Administration ID can be found in the address bar when you are loggedin on your MoneyBird account.
    \n    \"7PwF9ej\"<\/a><\/li>\n
  6. To get an API Key, click on the gear icon at the top and click User account<\/strong>. Select Developers<\/strong> in the sidebar.
    \n\"\"<\/li>\n
  7. Click on the Create API Token<\/strong> button.
    \n\"\"<\/li>\n
  8. Fill in a name of your choosing, we suggest using your website’s name.\u00a0 Click on API Token for personal usage<\/strong> and make sure all the features are checked. Click Save<\/strong>.
    \n\"\"<\/li>\n
  9. The API key will be displayed as the access token, copy it and enter it on the API Key field of Poppyz Settings and save.
    \n\"\"<\/li>\n
  10. Once the MoneyBird details have been saved, you can choose 3 settings from MoneyBird: Profile, Workflow, and Taxrate.
    \n\"\"<\/li>\n
  11. These options can be changed inside your MoneyBird account by going to Settings:
    \n\"\"<\/li>\n
  12. In the Settings page, you can change the Invoice Profile, Invoice Workflow and Tax rate by using the following:
    \n\"\"<\/li>\n
  13. Keep in mind that the tax rate can also be changed on each tier:
    \n\"\"<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

    Users are issued an invoice during the payment process. To set this up a MoneyBird account is required. To setup invoicing go to Courses -> Settings and click on the Integration and Payment tab. For old MoneyBird accounts enter your login credentials to enable MoneyBird integration. The Client Name field is the first section of […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":23491,"menu_order":112,"comment_status":"closed","ping_status":"closed","template":"sidebar-content-page.php","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-23503","page","type-page","status-publish","hentry"],"yoast_head":"\nIssuing Invoices - Poppyz<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/poppyz.nl\/en\/documentation\/issuing-invoices\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Issuing Invoices - Poppyz\" \/>\n<meta property=\"og:description\" content=\"Users are issued an invoice during the payment process. To set this up a MoneyBird account is required. 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