Configure MoneyBird exports

Choose which customers, items, hour types, and invoices OutSmart exports to MoneyBird.

Use the export settings to decide which data OutSmart sends to MoneyBird.

The main export is the invoice that follows an invoiced work order.

You can also export new customers, materials, and hour types from OutSmart.

1

Open the MoneyBird settings

Go to Settings → General → Software integrations.

Open MoneyBird.

2

Configure contact export

Under Contacts, enable Export.

Choose the Default contact type.

Use Company or Private for contacts without a type in OutSmart.

3

Configure product export

Under Products, enable Export.

This allows OutSmart to export new materials to MoneyBird.

4

Configure hour type export

Under Hourtypes, enable Export.

Then choose the Category in MoneyBird for exported hour types.

5

Configure invoice export

Under Invoice, enable Export.

This creates an invoice in MoneyBird when a work order is invoiced in OutSmart.

6

Set the invoice defaults

Choose the Default category for invoice lines.

Choose the Default VAT tariff for invoice lines.

Set the Invoice lines order.

Set the Relation source for the invoice export.

7

Add optional invoice settings

Enable Workorder PDF if you want to attach the work order PDF to the MoneyBird invoice.

Set the Reference value if you want a custom reference on the MoneyBird invoice.

By default, this uses the work order number.

8

Save the export setup

Click Save.

Your export settings are then stored.

What the invoice settings control

• Default category decides the ledger account for invoice lines
• Default VAT tariff sets the VAT rate in MoneyBird
• Invoice lines order decides whether materials or hour types appear first
• Relation source decides whether the customer comes from the work order or invoice
• Reference stores text that links the MoneyBird invoice to the original work order

Frequently asked questions

What happens if the customer does not exist in MoneyBird?

If Export contacts is enabled, OutSmart creates the customer first.

If not, the invoice export fails and the log shows an error.

Can I choose which work orders export as invoices?

No.

After you enable invoice export, all invoiced work orders export automatically.

What is the reference field on the MoneyBird invoice?

It is a text field on the MoneyBird invoice.

By default, it contains the work order number.

You can customize it with tags.

Related topics

• MoneyBird
• Set up MoneyBird
• Configure MoneyBird imports