Upload a PDF To FreeFinance in the Book by Picture/PDF section from an e-mail with PDF-Attachments in Mailbox
Upload a PDF To FreeFinance in the Book by Picture/PDF section from an e-mail with PDF-Attachments in Mailbox
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This template regularly checks for new e-mails with PDF-Atachments from your mailbox and uses the retrieved information to upload new PDFs to the Book by Picture section in FreeFinance.
The template is scheduled to run every 60 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
This template was created by a 3rd party and not tested by Make. For any inquiries about the template, please reach out to the template creator: [email protected].
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Configure static mappings, such as mapping from Magento 2 Tax-Rate-Percentage to FreeFinance's Account and TaxClassEntry, or paymentMethod to paymentTerm.
Configure your static Magento 2 mappings for outgoing invoices in FreeFinance accounting (Ausgangsrechnung in der Buchhaltung): the legal invoice document has already been created in Magento 2 or elsewhere (invoice number and date has to be present in Magento 2) and will be created as "external invoices" in FreeFinance.
Configure Amazon Mappings for Outgoing Invoices
Craete a Finalized Invoice in FreeFinance for Etsy
Configure your static Etsy mappings for outgoing invoices
Configure static mappings, such as mapping from Shopify taxRate and taxTitle to FreeFinance's Account and TaxClassEntry, or paymentMethod to paymentTerm.
Configure your static Shopify mappings for outgoing invoices in FreeFinance accounting (Ausgangsrechnung in der Buchhaltung): the legal invoice document has already been created in Shopify or elsewhere (invoice number and date has to be present in Shopify) and will be created as "external invoices" in FreeFinance.
Configure Stripe Mappings for Finalized Invoices
Configure your static Stripe Mappings for Outgoing Invoices
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