With this link between Plug&Pay and Moneybird, an invoice is automatically created in Moneybird after every order in Plug&Pay!
What is Moneybird?
Moneybird offers entrepreneurs an online accounting tool for managing their finances. If you want, you can easily give your accountant access to your administration. To get started, you need an account with Moneybird.
Linking Moneybird to Plug&Pay
Step 1. Create API key
To create an API key you click on your name in the top right-hand corner and click User account:
You click on Developers:
You click Create API token:
Give the API key a name, for example Plug&Pay, and select API token for personal usage:
Once you click Save, a new window opens with your API token.
Once you have saved these settings by pressing Save, a new window with the API Token will open.
Copy the API token and navigate in Plug&Pay to Settings > Plugins:
Click on Link for the Moneybird plugin:
A new screen opens where you must enter the Moneybird API token:
❗️You can longer request your API token at Moneybird. Within Moneybird, you can find the link you created via User account > Developers. If you scroll down, your API token is shown:
Step 2. Moneybird ledger settings
After establishing the link, it is important to create a ledger within Moneybird. Within this new ledger, all revenue and expenses of the same type are combined.
You create this ledger by navigating to Settings > Categories > Add:
Click on Add single category:
Need help creating a ledger account? Contact Moneybird support here.
ℹ️ You must enter a code when creating a new ledger. If Plug&Pay shows an error message, it means that no code is entered for that specific ledger.
After creating the ledger, navigate to Plug&Pay and go to the second step.
Under Administration, select your company. Under Default general ledger account, select the ledger account you created in Moneybird:
Step 3. Importing invoices
In the last step, all you have to do is enter the right order ID. You want to avoid invoices being forwarded to Moneybird twice. Therefore, you choose the order ID from which the invoices have not yet been forwarded.
The order ID can be found via Sales > Orders > Invoice number > Order ID:
ℹ️ If no orders are placed in your Plug&Pay environment, enter 1
Once you enter the order ID or 1, click Save.
The link between Plug&Pay and Moneybird is set up!
Setting up a separate ledger account for each product
Once the Moneybird link is activated, you can set up a ledger account per product.
You can do so via Products > Specific product > Advanced > Ledger account:
If no ledger account is selected, the default ledget account is used.
An invoice in Moneybird
See the image below for an example of an invoice:
❗️You find all invoices from Plug&Pay in Moneybird under External invoices!
Combidesk link with Moneybird
In addition to the free Moneybird link via Plug&Pay, Combidesk offers a paid link with Moneybird.
See the table below for the differences:
Plug&Pay | Combidesk |
Free link | Paid link |
Invoices created as external invocies | Invoices created as sales invoices |
No invoice profile and workflow settings | Invoice profile and workflow settings |
Manually link payments and change invoice status | Payments are registered automatically |
No ex-/import option | Bulk ex-/import invoices |
Use Moneybird order number | Use your own order- or invoice number |
No option to attach Plug&Pay PDF invoices to Moneybird invoices | Attach Plug&Pay PDF invoices to Moneybird invoices |
Frequently asked questions
Why is my invoice not immediately imported in Moneybird?
Why is my invoice not immediately imported in Moneybird?
Unfortunately, Moneybird has a maximum number of invoices that Plug&Pay can send in a given period. As a result, it can take longer for invoices to appear in Moneybird.
Are invoices sent to customers via Moneybird?
Are invoices sent to customers via Moneybird?
No, the invoices are sent via Plug&Pay. You use Plug&Pay to send invoices and payment reminders.
Are test orders sent to Moneybird?
Are test orders sent to Moneybird?
No, test orders are not sent to Moneybird. No invoices are created in Moneybird for test orders.
What does the Moneybird invoice look like?
What does the Moneybird invoice look like?
We forward the data that appears on your invoice. It is the same as the invoice generated via Plug&Pay. Your Moneybird default format is used as a template.
What is the difference between Zapier and this Link?
What is the difference between Zapier and this Link?
Via Zapier, it is currently not possible to forward all invoice details. You will therefore receive a single line with a total amount. With this link, all invoice details are forwarded to Moneybird.
Using Zapier, you can create a Zap that sends the invoice via Moneybird to your customers, and disable the invoice emails from Plug&Pay.
Why are payments not automatically reconciled?
Why are payments not automatically reconciled?
A frequently requested feature of is automatic accounting reconciliation. This feature is not currently included in our link.
If you want to automatically reconcile your payments you must use the Combidesk link for Mollie. If you have a link between Plug&Pay and Moneybird and the Combidesk link for Mollie via Moneybird, your payments are automatically reconciled.