
Overviews
How it works?
Create invoices from sales data
When new orders are placed in your e-commerce platform or CRM, the integration generates corresponding invoices in Sevdesk with accurate product details, pricing, and customer information.
Sync customer information
As new customers are added to your business systems, their contact details are created in Sevdesk, ensuring your accounting records stay current without manual data entry.
Track expenses automatically
When receipts are uploaded to cloud storage or email, the integration extracts expense data, creates entries in Sevdesk, and categorizes them according to your accounting rules.
Monitor payment status
The system tracks invoice payment status in Sevdesk and updates your CRM, sends payment reminders to overdue customers, and notifies your team when payments are received.
Generate financial reports
At scheduled intervals, the integration compiles financial data from Sevdesk, creates comprehensive reports, and distributes them to stakeholders via email or cloud storage platforms.
Reconcile bank transactions
When new bank transactions appear, the integration matches them with invoices and expenses in Sevdesk, flags discrepancies for review, and maintains accurate financial records.
Manage recurring invoices
The system creates recurring invoices in Sevdesk based on subscription schedules, sends them to customers at appropriate intervals, and tracks payment cycles for ongoing services.
Update project billing
As time entries and project milestones are completed, the integration generates billable items in Sevdesk, consolidates them into invoices, and sends them to clients for payment.

Configure
Build
End-to-end invoicing system
Build a workflow that monitors your sales channels for new orders, creates customers and invoices in Sevdesk, sends invoices to clients, tracks payment status, and sends thank you messages when payments are received.
“You can’t do this anywhere else.”



















































Your stack,
connected.

