Five things that run on their own
Invoices from a completed job
A completed job is retyped into an invoice.
A completed job becomes an invoice in WeFact, ready to send by e-mail.
Connecting WeFact with Altramano means: the WeFact integration connects Altramano to your WeFact books through a security code. Customers and invoices are read, invoices created, sent, marked as paid and credited, all in your own environment in Amsterdam and with approval wherever you want it.
A completed job is retyped into an invoice.
A completed job becomes an invoice in WeFact, ready to send by e-mail.
Someone looks up the outstanding invoices every week and types reminders.
The outstanding invoices are searched; per customer a reminder is ready in your tone.
Payments are put on the invoice by hand.
A payment in Mollie is found on the matching invoice, which is marked as paid in WeFact.
A credit note is made by hand after an exchange of mails.
On an approved complaint the invoice is credited in WeFact and the customer notified.
A new customer from a form or the CRM is retyped.
A new customer becomes a customer in WeFact, with the details from the source.
Invoices from a completed job. Now: a completed job is retyped into an invoice. With Altramano: a completed job becomes an invoice in WeFact, ready to send by e-mail. The agent does this with WeFact through API key, in your own environment in Amsterdam. Whatever goes out or gets booked, it puts to you first: you say yes, then it runs. Every run is in Runs.
With the security code from Instellingen → API of your WeFact administration. WeFact only allows requests from fixed IP addresses; you put those of your environment on the list on the same page.
Yes: create a new security code in WeFact or delete the integration in Altramano under Integrations. Both take effect immediately.
Only in steps you set up without approval. By default an invoice in WeFact is ready and waits for a yes; every run is in Runs.
Yes. You choose it in your environment under Integrations and connect in a few minutes.
Then there is the general HTTP integration, or we extend the integration if the system has an API.