easybill Integration

With the easybill integration, you can synchronize your invoices, quotes, and clients from dVersum to easybill. Payment receipts are automatically reported back via webhook and update the invoice status in dVersum.

Prerequisites

Setup

Step 1: Enter API Key

1. Go to Settings > Integrations
2. Scroll to the easybill section
3. Enter your easybill API Key
4. Click Connect

The connection is tested immediately. On success, the status is set to Connected.

Step 2: Set Up Webhook (Optional)

To receive automatic payment notifications:

1. Copy the displayed Webhook URL from the settings
2. Open your easybill API settings
3. Create a new webhook with this URL
4. Enable the event document.payment_add

What Gets Synchronized?

Invoices (dVersum > easybill)

The following invoice types are synchronized:

Synchronized data per invoice:

• Invoice number, issue date, due date
• All line items with description, quantity, unit price, tax rate
• Service period
• Notes and description
• Reverse charge designation (§13b UStG)
• Client reference (automatically linked)

Quotes (dVersum > easybill)

Quotes are created as OFFER documents in easybill, including all line items and validity period.

Clients (dVersum > easybill)

When synchronizing an invoice, the associated client is automatically created or matched in easybill:

• Company name, address, email
• VAT ID, website, phone, notes
• Already existing easybill clients are identified by name (no duplicates)

Synchronizing Invoices

Synchronizing a Single Invoice

1. Open an invoice in dVersum
2. Click Sync to easybill
3. The invoice is immediately created in easybill

Synchronizing All Invoices

1. Go to Settings > Integrations > easybill
2. Click Sync Invoices
3. All invoices not yet synchronized (except drafts) are transferred

Synchronizing Clients

Click Sync Clients to transfer all dVersum clients without an easybill assignment.

Payment Tracking (Webhook)

If you have set up the webhook, payment receipts in easybill are automatically reported to dVersum:

1. A client pays an invoice in easybill
2. easybill sends a webhook event to dVersum
3. dVersum updates the invoice status:
   • Paid -- when the full amount is settled
   • Partially paid -- for partial payments
4. All administrators receive an in-app notification about the payment receipt

Disconnecting

1. Go to Settings > Integrations > easybill
2. Click Disconnect
3. Confirm the disconnection

After disconnecting:

• Already synchronized data remains in easybill
• New invoices are no longer synchronized
• Webhook events are ignored

Limitations

• One-way synchronization: Data flows from dVersum to easybill (invoices, clients, quotes). Only payments are reported back from easybill.
• No change sync: If you modify an already synchronized invoice in dVersum, the change is not automatically transferred to easybill.
• One account per organization: Each organization can have exactly one easybill connection.

Tips

1. Set up webhook -- Set up the webhook to have payment statuses updated automatically
2. Sync regularly -- Use bulk synchronization to transfer all new invoices at once
3. Check clients first -- Synchronize clients first so that assignment works smoothly for invoices