KB: Billing with Unsupported Billing Solutions - Revision history

Dina at 08:46, 8 July 2020

2020-07-08T08:46:19Z

← Older revision		Revision as of 08:46, 8 July 2020
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	==Introduction==		==Introduction==
	As you may know by now, ~~CommitCRM~~ currently integrates with QuickBooks© Desktop (American, UK, Canadian and Australian versions setup in US mode) and with QuickBooks Online by using the [[QuickBooks_Link\|~~CommitCRM~~-QuickBooks Link]] and with Xero by using the [[Xero_Link\|~~CommitCRM~~-Xero Link]]. Other Accounting solutions such as '''Sage Line 50©, MYOB©, PeachTree© etc.''' can also be used to carry out invoicing duties without using the ~~CommitCRM~~-QuickBooks or ~~CommitCRM~~-Xero Links.		As you may know by now, RangerMSP currently integrates with QuickBooks© Desktop (American, UK, Canadian and Australian versions setup in US mode) and with QuickBooks Online by using the [[QuickBooks_Link\|RangerMSP-QuickBooks Link]] and with Xero by using the [[Xero_Link\|RangerMSP-Xero Link]]. Other Accounting solutions such as '''Sage Line 50©, MYOB©, PeachTree© etc.''' can also be used to carry out invoicing duties without using the RangerMSP-QuickBooks or RangerMSP-Xero Links.

	__TOC__		__TOC__

	==Solutions==		==Solutions==
	You may be able to perform some level of integration using import & export tools (import items and customers from your accounting system and export Charges (or customers or items) from ~~CommitCRM~~). We also provide an ODBC Link which allows reading the charge information from ~~CommitCRM~~ and API which allows you to update data in the ~~CommitCRM~~ database.		You may be able to perform some level of integration using import & export tools (import items and customers from your accounting system and export Charges (or customers or items) from RangerMSP). We also provide an ODBC Link which allows reading the charge information from RangerMSP and API which allows you to update data in the RangerMSP database.


	===Exporting Charges===		===Exporting Charges===
	*By exporting your charges, you can later import the charge list into a 3rd party Accounting Solution, which will automatically add the ~~CommitCRM~~ charges to be invoiced according to the imported list. This method can be done once a day/week, or even a few times a day (whenever comfortable). This method can also be used to sync accounts/customers and items/items back and forth between ~~CommitCRM~~ and your accounting software.		*By exporting your charges, you can later import the charge list into a 3rd party Accounting Solution, which will automatically add the RangerMSP charges to be invoiced according to the imported list. This method can be done once a day/week, or even a few times a day (whenever comfortable). This method can also be used to sync accounts/customers and items/items back and forth between RangerMSP and your accounting software.
	*This method can also be used to sync your newer '''accounts''' and '''items''' to your Accounting solution, so that you don't need to enter your data twice. This can be done in both directions (Importing & Exporting).		*This method can also be used to sync your newer '''accounts''' and '''items''' to your Accounting solution, so that you don't need to enter your data twice. This can be done in both directions (Importing & Exporting).
	<br>		<br>
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	===ODBC===		===ODBC===
	*Using ODBC is very similar to the first option; however, instead of exporting and importing the information, you can have it automatically retrieved from ~~CommitCRM~~ directly into your Accounting Solution, which will automatically add the ~~CommitCRM~~ charges to be invoiced, as long as your Billing Solution supports ODBC. The ODBC is an advanced option, and should be used if you've have had experience with getting ODBC applications to talk to each other.		*Using ODBC is very similar to the first option; however, instead of exporting and importing the information, you can have it automatically retrieved from RangerMSP directly into your Accounting Solution, which will automatically add the RangerMSP charges to be invoiced, as long as your Billing Solution supports ODBC. The ODBC is an advanced option, and should be used if you've have had experience with getting ODBC applications to talk to each other.
	<br>		<br>
	*For more information regarding ~~CommitCRM~~ ODBC, [[API_Developers_Guide#ODBC_Data_Retrieval\|please click here]].		*For more information regarding RangerMSP ODBC, [[API_Developers_Guide#ODBC_Data_Retrieval\|please click here]].


	===QuickBooks===		===QuickBooks===
	*Has powerful integration options which also include issuing invoices from within ~~CommitCRM~~, syncing the Accounts & Items in QuickBooks to the Accounts & Items in ~~CommitCRM~~. When the invoices are generated from within ~~CommitCRM~~, the charge info is stored in QuickBooks, along with the rest of the invoices QuickBooks has invoiced in the past.		*Has powerful integration options which also include issuing invoices from within RangerMSP, syncing the Accounts & Items in QuickBooks to the Accounts & Items in RangerMSP. When the invoices are generated from within RangerMSP, the charge info is stored in QuickBooks, along with the rest of the invoices QuickBooks has invoiced in the past.
	<br>		<br>
	*For more information regarding the ~~CommitCRM~~ QuickBooks Link, [[QuickBooks_Link\|please click here]].		*For more information regarding the RangerMSP QuickBooks Link, [[QuickBooks_Link\|please click here]].


	===Xero===		===Xero===

	Xero Link allows to easily export Xero invoices based on charges entered in ~~CommitCRM~~, including batch invoicing to save time by exporting any number of Xero invoices at once.		Xero Link allows to easily export Xero invoices based on charges entered in RangerMSP, including batch invoicing to save time by exporting any number of Xero invoices at once.

	<br>		<br>
	*For more information regarding the ~~CommitCRM~~-Xero Link, [[Xero_Link\|please click here]].		*For more information regarding the RangerMSP-Xero Link, [[Xero_Link\|please click here]].

	===SageSync===		===SageSync===

	SageSync is a 3rd party plugin which provides seamless integration between ~~CommitCRM~~ and Sage Line 50 (UK). This add-on makes invoicing easy while also being simple to configure and use. You can read more about this Sage 50 plugin [http://{{SERVERNAME}}/products/sage-50-sync/ here].		SageSync is a 3rd party plugin which provides seamless integration between RangerMSP and Sage Line 50 (UK). This add-on makes invoicing easy while also being simple to configure and use. You can read more about this Sage 50 plugin [http://{{SERVERNAME}}/products/sage-50-sync/ here].

	<br>		<br>

Dina at 19:39, 18 June 2020

2020-06-18T19:39:15Z

← Older revision		Revision as of 19:39, 18 June 2020
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	===SageSync===		===SageSync===

	SageSync is a 3rd party plugin which provides seamless integration between CommitCRM and Sage Line 50 (UK). This add-on makes invoicing easy while also being simple to configure and use. You can read more about this Sage 50 plugin [http://~~www.commitcrm.com~~/products/sage-50-sync/ here].		SageSync is a 3rd party plugin which provides seamless integration between CommitCRM and Sage Line 50 (UK). This add-on makes invoicing easy while also being simple to configure and use. You can read more about this Sage 50 plugin [http://{{SERVERNAME}}/products/sage-50-sync/ here].

	<br>		<br>

Dina at 18:26, 21 March 2020

2020-03-21T18:26:30Z

← Older revision		Revision as of 18:26, 21 March 2020
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	*Using ODBC is very similar to the first option; however, instead of exporting and importing the information, you can have it automatically retrieved from CommitCRM directly into your Accounting Solution, which will automatically add the CommitCRM charges to be invoiced, as long as your Billing Solution supports ODBC. The ODBC is an advanced option, and should be used if you've have had experience with getting ODBC applications to talk to each other.		*Using ODBC is very similar to the first option; however, instead of exporting and importing the information, you can have it automatically retrieved from CommitCRM directly into your Accounting Solution, which will automatically add the CommitCRM charges to be invoiced, as long as your Billing Solution supports ODBC. The ODBC is an advanced option, and should be used if you've have had experience with getting ODBC applications to talk to each other.
	<br>		<br>
	*For more information regarding CommitCRM ODBC, [[~~Commit_API_Developers_Guide~~#ODBC_Data_Retrieval\|please click here]].		*For more information regarding CommitCRM ODBC, [[API_Developers_Guide#ODBC_Data_Retrieval\|please click here]].


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	*[[Billing Lifecycle\|Billing_Lifecycle]]		*[[Billing Lifecycle\|Billing_Lifecycle]]
	*[[QuickBooks_Link\|Quickbooks Link User Guide]]		*[[QuickBooks_Link\|Quickbooks Link User Guide]]
	*[[~~Commit_API_Developers_Guide~~#ODBC_Data_Retrieval\|EDBC Data Retrieval]]		*[[API_Developers_Guide#ODBC_Data_Retrieval\|EDBC Data Retrieval]]
	*[[Import_and_Export\|Import & Export User Guides]]		*[[Import_and_Export\|Import & Export User Guides]]
	[[Category:KB\|Billing]]		[[Category:KB\|Billing]]

Dina: /* QuickBooks */

2017-01-12T12:05:47Z

QuickBooks

← Older revision		Revision as of 12:05, 12 January 2017
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	*For more information regarding the CommitCRM QuickBooks Link, [[QuickBooks_Link\|please click here]].		*For more information regarding the CommitCRM QuickBooks Link, [[QuickBooks_Link\|please click here]].


			===Xero===

			Xero Link allows to easily export Xero invoices based on charges entered in CommitCRM, including batch invoicing to save time by exporting any number of Xero invoices at once.

			<br>
			*For more information regarding the CommitCRM-Xero Link, [[Xero_Link\|please click here]].

	===SageSync===		===SageSync===

Dina: /* Introduction */

2017-01-12T12:03:02Z

Introduction

← Older revision		Revision as of 12:03, 12 January 2017
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	==Introduction==		==Introduction==
	As you may know by now, CommitCRM currently integrates with QuickBooks© (American, UK, Canadian and Australian versions setup in US mode) by using the [[QuickBooks_Link\|~~Commit~~ QuickBooks Link]]. Other Accounting solutions such as '''Sage Line 50©, MYOB©, PeachTree©~~, Xero©,~~ etc.''' can also be used to carry out invoicing duties without using QuickBooks, or ~~the Commit QuickBooks Link~~.		As you may know by now, CommitCRM currently integrates with QuickBooks© Desktop (American, UK, Canadian and Australian versions setup in US mode) and with QuickBooks Online by using the [[QuickBooks_Link\|CommitCRM-QuickBooks Link]] and with Xero by using the [[Xero_Link\|CommitCRM-Xero Link]]. Other Accounting solutions such as '''Sage Line 50©, MYOB©, PeachTree© etc.''' can also be used to carry out invoicing duties without using the CommitCRM-QuickBooks or CommitCRM-Xero Links.

	__TOC__		__TOC__

Robert: /* SageSync */

2014-02-13T10:01:13Z

SageSync

← Older revision		Revision as of 10:01, 13 February 2014
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	===SageSync===		===SageSync===

	SageSync is a 3rd party plugin which provides seamless integration between CommitCRM and Sage Line 50 (UK). This add-on makes invoicing easy while also being simple to configure and use. You can read more about this plugin [http://www.commitcrm.com/products/sage-50-sync/ here].		SageSync is a 3rd party plugin which provides seamless integration between CommitCRM and Sage Line 50 (UK). This add-on makes invoicing easy while also being simple to configure and use. You can read more about this Sage 50 plugin [http://www.commitcrm.com/products/sage-50-sync/ here].

	<br>		<br>

Robert: /* SageSync */

2014-02-13T07:51:43Z

SageSync

← Older revision		Revision as of 07:51, 13 February 2014
Line 28:		Line 28:
	===SageSync===		===SageSync===

	SageSync is a 3rd party plugin which provides seamless integration between CommitCRM and Sage Line 50 (UK). This ~~plugin~~ makes invoicing easy while also being simple to configure and use. You can read more about this plugin [http://www.commitcrm.com/products/sage-50-sync/ here].		SageSync is a 3rd party plugin which provides seamless integration between CommitCRM and Sage Line 50 (UK). This add-on makes invoicing easy while also being simple to configure and use. You can read more about this plugin [http://www.commitcrm.com/products/sage-50-sync/ here].

	<br>		<br>

Robert at 07:51, 13 February 2014

2014-02-13T07:51:05Z

← Older revision		Revision as of 07:51, 13 February 2014
Line 29:		Line 29:

	SageSync is a 3rd party plugin which provides seamless integration between CommitCRM and Sage Line 50 (UK). This plugin makes invoicing easy while also being simple to configure and use. You can read more about this plugin [http://www.commitcrm.com/products/sage-50-sync/ here].		SageSync is a 3rd party plugin which provides seamless integration between CommitCRM and Sage Line 50 (UK). This plugin makes invoicing easy while also being simple to configure and use. You can read more about this plugin [http://www.commitcrm.com/products/sage-50-sync/ here].

			<br>

	==See Also==		==See Also==

Robert: /* SageSync */

2014-02-13T07:50:31Z

SageSync

← Older revision		Revision as of 07:50, 13 February 2014
Line 28:		Line 28:
	===SageSync===		===SageSync===

	SageSync provides seamless integration between CommitCRM and Sage Line 50 (UK) ~~and~~ makes invoicing easy while also being simple to configure and use. You can read more about this plugin [http://www.commitcrm.com/products/sage-50-sync/ here].		SageSync is a 3rd party plugin which provides seamless integration between CommitCRM and Sage Line 50 (UK). This plugin makes invoicing easy while also being simple to configure and use. You can read more about this plugin [http://www.commitcrm.com/products/sage-50-sync/ here].


	==See Also==		==See Also==

Robert at 07:48, 13 February 2014

2014-02-13T07:48:52Z

← Older revision		Revision as of 07:48, 13 February 2014
Line 24:		Line 24:
	<br>		<br>
	*For more information regarding the CommitCRM QuickBooks Link, [[QuickBooks_Link\|please click here]].		*For more information regarding the CommitCRM QuickBooks Link, [[QuickBooks_Link\|please click here]].


			===SageSync===

			SageSync provides seamless integration between CommitCRM and Sage Line 50 (UK) and makes invoicing easy while also being simple to configure and use. You can read more about this plugin [http://www.commitcrm.com/products/sage-50-sync/ here].

← Older revision		Revision as of 18:26, 21 March 2020
Line 17:		Line 17:
	*Using ODBC is very similar to the first option; however, instead of exporting and importing the information, you can have it automatically retrieved from CommitCRM directly into your Accounting Solution, which will automatically add the CommitCRM charges to be invoiced, as long as your Billing Solution supports ODBC. The ODBC is an advanced option, and should be used if you've have had experience with getting ODBC applications to talk to each other.		*Using ODBC is very similar to the first option; however, instead of exporting and importing the information, you can have it automatically retrieved from CommitCRM directly into your Accounting Solution, which will automatically add the CommitCRM charges to be invoiced, as long as your Billing Solution supports ODBC. The ODBC is an advanced option, and should be used if you've have had experience with getting ODBC applications to talk to each other.
	<br>		<br>
	*For more information regarding CommitCRM ODBC, [[~~Commit_API_Developers_Guide~~#ODBC_Data_Retrieval\|please click here]].		*For more information regarding CommitCRM ODBC, [[API_Developers_Guide#ODBC_Data_Retrieval\|please click here]].


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	*[[Billing Lifecycle\|Billing_Lifecycle]]		*[[Billing Lifecycle\|Billing_Lifecycle]]
	*[[QuickBooks_Link\|Quickbooks Link User Guide]]		*[[QuickBooks_Link\|Quickbooks Link User Guide]]
	*[[~~Commit_API_Developers_Guide~~#ODBC_Data_Retrieval\|EDBC Data Retrieval]]		*[[API_Developers_Guide#ODBC_Data_Retrieval\|EDBC Data Retrieval]]
	*[[Import_and_Export\|Import & Export User Guides]]		*[[Import_and_Export\|Import & Export User Guides]]
	[[Category:KB\|Billing]]		[[Category:KB\|Billing]]