Integrationse-Invoice

e-Invoice / e-Archive (Accounting Integration)

Menu path: Settings → Accounting  •  URL: /admin/settings/accounting Access: ADMIN, MANAGER • Plan: Accounting integration (accounting) must be active

Purpose

This screen gathers, in one place, the three things you need to issue invoices from your sales: your business’s tax details, the accounting provider you’ll use (Paraşüt, Logo or Foriba) and your invoice behavior settings. The values here make up the seller (company) side of the e-Invoice / e-Archive documents you issue. Every field is saved automatically — there’s no separate “Save” button; each change is written to the server after a short delay, and the save status is shown in the section header.

How the screen works

The screen has three sections:

  • Company Details — the seller identity that appears on the invoice.
  • Invoice Settings — automatic invoicing, the invoice prefix and the default due term.
  • Integration — accounting provider selection, provider credentials and a connection test.

Step 1 — Company tax details

Fill in the Company Details section

Enter the following fields: Company name, Tax number / National ID, Tax office, Address, Phone and Email. These details are written to the seller side of every invoice you issue; missing or incorrect tax information can cause the provider to reject the invoice.

Wait for the auto-save

The change is saved automatically when you leave the field. If the save indicator in the section header fails, you can resend it with Retry.

These tax details belong only to your business (the seller). The invoicing details of individual customers are not stored here; those are handled in the sales/invoice flow.

Step 2 — Invoice settings

The Invoice Settings section has three settings:

  • Generate invoices automatically — when on, the invoice-issuing flow is triggered on its own for eligible sales.
  • Invoice prefix — the label prepended to invoice numbers (default FTR).
  • Default payment term (days) — sets the invoice due date; leave it at 0 for immediate payment.
⚠️

When Generate invoices automatically is on but no valid provider is selected or the credentials are missing, invoices can’t be issued and the failed records wait on the Fiscal Recovery screen. Before turning on automatic invoicing, make sure the integration passes the connection test.

Step 3 — Provider integration

In the Integration section you first pick a Provider. The options are None (default), Paraşüt, Logo and Foriba. When you select a provider, that provider’s credential fields appear on the screen.

Select the provider

Pick your accounting provider from the dropdown. While “None” is selected, automatic synchronization and the connection test are disabled.

Enter the provider credentials

The fields change depending on the provider you choose:

  • Paraşüt: Company ID, Client ID, Client Secret, Username, Password.
  • Logo: API address, Username, Password, Company number.
  • Foriba: API address, Username, Password, Service type.

The password and secret fields are masked. If you leave these fields blank, the existing stored value is kept (an empty submission does not erase the stored secret); to change it, you must type it again.

Set up automatic synchronization (optional)

When Automatic synchronization is on, issued documents are forwarded to the provider automatically. This option is only active while a provider is selected.

Test the connection

Use the Test connection button — shown while a provider is selected — to verify your credentials. On success you get a confirmation; on failure, the error message returned by the provider is shown. Repeat the test whenever you change the credentials.

The plan badge is only an indicator in the interface; the integration’s actual authorization and the right to issue invoices are verified on the server side. Even if the settings here are correct, no document is issued without server authorization.

How the invoice-issuing flow works

When an invoice/receipt request is created, the system first queues the record and then forwards it to the selected provider. The result is marked as issued or failed; failed records are stored together with their error message. Every request carries an idempotency key, so the same document is never issued twice on a retry.

  • To view issued documents: Invoices.
  • To manually resend / cancel records still in the queue or that have failed: Fiscal Recovery.
⚠️

If a document is in the “failed” state, fix the problem (missing credential, provider outage) and then resend it from the Fiscal Recovery screen. The resend uses the original idempotency key, so a successful retry won’t create a duplicate document at the provider.