Teamleader & Billit
Work even more efficient with the Billit & Teamleader Integration
Sending invoices to the authorities?
Do you invoice goods or services to the authorities? Then you will be familiar with the concept of e-invoicing. Ever more public authorities are requiring their suppliers to send them e-invoices in UBL format using the PEPPOL network. Billit is the largest PEPPOL access point in Belgium. You can easily send your e-invoice through Billit to the access point of the authority or company that you are invoicing (Mercurius in Belgium, Chorus in France). The link with Billit means Teamleader customers can now also use our access point to send their e-invoices through PEPPOL. Sales invoices that are created in Teamleader are automatically displayed in Billit, from where you can send them through the PEPPOL network by clicking on the green PEPPOL button. But there’s more!
Even more efficient?
Are you a Teamleader user and do you want to work even more efficiently? Now you can! Because Billit is so much more than a gateway to the PEPPOL network. Thanks to the link between Billit and Teamleader, you can now automate your invoicing process even further. Link your bank with Billit and Teamleader through Ponto or CodaBox to automatically view the payment status of your sales invoices in Teamleader. Thanks to our smart AI technology, Billit can automatically link almost every transaction to the right invoice, even if your customer accidentally enters the wrong reference for their payment. Besides your sales invoices, you can also import your purchase invoices into Billit and run automatic payment checks on them. If you link your business accounts with Billit, the dashboard will also show a convenient overview of your company’s financial status. In addition, you can also export a payment file from Billit for your purchase invoices, allowing you to pay several invoices at the same time in your banking software. It’s a great way of avoiding errors when entering payment data, saving you loads of time. We’ve also looked at ways of making your accountant’s life easier. Thanks to integrations and links with all the major accounting software packages, you can now automatically share your purchase and sales invoices with your accountant’s accounting software.
How do I link Teamleader with Billit?
Step 1: Already have a Billit account? Go to ‘Settings’ in Billit and click on the ‘Integrations’ submenu. Scroll down to ‘Teamleader’ in the list and click on ‘Available’. The Teamleader login screen will appear. You can now log in to your Teamleader account or create a ne Teamleader account. Do you have a Teamleader account but no Billit account? Find 'Billit' in the Teamleader marketplace or create one by clicking here. Next you can link by clicking 'Teamleader' in the 'Integrations' menu in Billit
Step 2: After logging in to your Teamleader account, you will be redirected to Billit. Here you can indicate from which date you want to start synchronising your invoices and which departments you want to synchronise. Then click on ‘Save’.
Step 3: Done! Invoices that are created in Teamleader will be automatically available in Billit. Now all you need to do to send an invoice through the PEPPOL network is click on the green PEPPOL button at the bottom of your invoice. Please note that the green PEPPOL button will only be displayed if the invoice recipient is connected to a PEPPOL access point. Need more help sending an invoice to governments? Click here.
Building digital bridges
Now that Teamleader and Billit are linked, you can use the following, convenient integrations:
Automatic payment check:
Link your bank with Billit using Ponto to use the automatic payment check. When your customer pays their invoice, its payment status will be automatically changed in Teamleader. Thanks to our smart AI technology, Billit can automatically link almost every transaction to the right invoice, even if your customer accidentally enters the wrong reference for their payment. The automatic payment check is also applied to your purchase invoices in Billit. Moreover, your dashboard also includes a convenient overview of the balances of your various bank accounts. Giving you an even better insight into your company’s financial status. You can find further information about the link with Ponto here.
Link with your accountant:
Ask your accountant how they wish to receive your e-invoices:
- By e-mail: Your e-invoices will be sent automatically from Billit to your accountant’s digital mailbox. Activate this functionality by activating the ‘Billmail’ link under ‘Settings’ > ‘Integrations’. You can then enter the e-mail addresses that your accountant uses to receive your documents.
- Directly into your accountant's software: Integration for a wide range of accounting software suites is available under ‘Settings’ > ‘Integrations’. You can use our own Billsync system to share your documents and invoices with your accountant if they use other accounting software.
Which licence should I choose?
You can try Billit free-of-charge for 15 days. Then you can choose a licence that is tailored to your company. We also have a special discounted connect licence for Teamleader customers. Under this licence, the functionality that you already have in Teamleader will be switched off in Billit. A Connect license costs a minimum of €9 per month or €99 per year. This allows you to synchronize 200 invoices per month. Would you like to sync more than 200 invoices per month? Contact your Billit Customer Success Manager or Support to adjust the license to €0.05 per invoice.
Q: The various departments in my company each use their own sales and purchase ledgers. How do I ensure that my invoices end up in the sales and purchase ledger of the right department?
A: You need to create different Billit accounts. Link the right department with the right account.
Q: I created an invoice in Teamleader but it does not immediately appear in Billit.
A: This may happen when the link between Billit and Teamleader was not established using the login of the main user in Teamleader. The invoice that was created in Teamleader will only appear in Billit the next day. We therefore recommend using the login details of the main user in Teamleader to establish the link between Billit and Teamleader.
Q: If I make changes to an invoice in Teamleader, will these changes be reflected in my invoice in Billit?
A: Yes, they will. Any changes to an invoice in Teamleader will also be synced to Billit. However, the changes will only appear in Billit the next day if the link between Billit and Teamleader was not established by the main user in Teamleader.
Q: What happens when I click on ‘Sync again’ under ‘Settings’ > ‘Integrations’ > ‘Teamleader’?
A: This will result in a complete resyncing of Billit with Teamleader. Any invoices that were created in Teamleader before the date that you entered when you originally synced Billit with Teamleader will also appear in Billit.