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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Configure Billit exports

Choose how OutSmart exports completed work orders to Billit.

Use the export settings to decide how OutSmart sends work orders to Billit.

Only work orders with status Compleet are eligible for export.

The export runs automatically in the background.

You can also click Export work orders to run it manually.

What exports to Billit

OutSmart exports completed work orders as:

  • invoices

  • quotations

Only billable material lines export to Billit.

Hours and work periods do not export.

Requirements for export

Before a work order can export, make sure:

  • the invoice customer is linked to a Billit customer

  • the delivery customer is linked to a Billit customer

  • the work order has at least one billable material line

  • the work order has a start date and end date

  • every material line has a product code

Export settings

Order type

Choose whether Billit should receive an Invoice or Quotation.

New materials

Turn this on if OutSmart should create missing materials in Billit first.

If this is off, the export fails when a material does not exist in Billit.

New relations

Turn this on if OutSmart should create missing customers in Billit first.

Use OutSmart material price

Turn this on if Billit should use the material price from OutSmart.

If this is off, Billit can use its own stored price.

Order reference

Set the reference text Billit should receive.

Use tags to insert values from the work order.

Order description

Set the description text Billit should receive.

Use tags to insert values from the work order.

1

Open the Billit settings

Go to Settings → General → Software integrations.

Open Billit.

2

Choose the export format

In Export settings, choose Invoice or Quotation.

Only one export format can be active.

3

Review the export options

Turn on New materials, New relations, or Use OutSmart material price if needed.

Then fill in the optional text fields.

4

Save the settings

Click Save.

The selected export flow is then active.

5

Run an export if needed

Click Export work orders.

This sends all eligible work orders right away.

Important to know

  • A successful export sets the Billit order ID on the work order.

  • The same work order should not export again.

  • Add labour as a material line if you need to bill it through Billit.

Frequently asked questions

Why is my work order not exporting?

Check the work order status first.

Then check the invoice customer, delivery customer, billable materials, dates, and material codes.

The log shows the exact reason when export fails.

What does “Invoice customer External ID” missing mean?

The invoice customer is not linked to a Billit customer.

Import the customer from Billit first.

Or make sure the customer was created by the Billit sync.

What does “Delivery customer External ID” missing mean?

The delivery customer is not linked to a Billit customer.

Import that customer from Billit first.

What should I do when a material has no code?

Open the material in OutSmart.

Add a product code.

Every exported material needs a code.

Can I export the same work order more than once?

No.

After a successful export, the Billit order ID is stored on the work order.

This helps prevent duplicates.

Are hours included in the export?

No.

Only material lines export to Billit.

Add labour as a material line if needed.

Related topics

PreviousConfigure Billit imports
NextTroubleshoot Billit

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