In this article, you will learn how to set up the integration between RemOnline and Fakturownia online invoicing software
Step 1. Register and set up your Fakturownia account
Register or log in on the Fakturownia. Fill in the company data in Settings > Company/department by clicking on the desired company.
Step 2. Connect your Fakturownia account to RemOnline
To enable Fakturownia integration in RemOnline:
1. Go to the Settings > Integrations page, find Fakturownia and click Configure.
2. In the integration settings window, select the “Integration enabled” checkbox.
3. Fill in the following fields:
Account address – in Fakturownia, go to Settings > Account settings and copy the Account name and paste the address into the Account address field.
API Token – to insert an API key, go to Settings > API. Click “Show” and copy the code with the api-doc description. Paste it into the appropriate field in RemOnline.
Short name – copy the name from the Settings > Company data > Short name section
Select the “Display discount in invoices” checkbox to display discounts in invoices.
Select the numbering — you can use the order and sales numbers in RemOnline or the numbering from Fakturownia.
Step 3. Set up sending documents to the Fakturownia account
In order for documents to be automatically sent to the Fakturownia account, you need to choose which statuses will correspond to which types of documents.
Currently, you can set up automatic sending for invoices and orders.
Check the appropriate checkbox, select the status from which you want to send the document to the Fakturownia account and choose what type of document it should display in the account.
You can also allow the document to be sent manually by clicking on the "Allow manual sending" checkbox.
In that case, you'll be able to print the invoice from the order page, by clicking on Actions > Create invoice.
When you send a document to Fakturownia, the following data is transferred:
Document type (e.g., Invoice, Proforma Invoice etc);
Document number - determined by the numbering method selected in the settings above;
Company short name in Fakturownia;
Products/Services - a list of products or services in the invoice: Name of the product/service, Tax rate, Number of items, Discount in percentage, Discount in amount, Total cost without discount, Total cost with discount.
Please note: discounts will be displayed only if the "Display discount in invoices" checkbox is enabled in the integration settings.
Client first and last name - for individuals;
Client company name - for companies;
Client address;
Client tax number;
Description - a description of the product or service, including the name, license plate number, or VIN/IMEI code, if any.
Important: if these fields are not filled in RemOnline (for example, client's email or tax number), this information will not be transferred to the document in Fakturownia.
You can set the currency in which you want to receive invoices in Fakturownia in Account settings > Configuration > Default invoice currency. Select the currency you need and save the settings.
The default language of transferred documents is Polish and cannot be changed.
Step 4. Configure the printing of receipts
Click + Company/department. Fill in the following fields:
Name — copy the name from the Settings > Company data > Name section.
Fiscator name — enter the name of the fiscal device you want to use for invoice fiscalization. Instructions on how to connect and configure the fiscal device can be found here.
This field is optional.
If this field is filled in, when you create a request to print an invoice in RemOnline, Fakturownia creates the corresponding document and initiates its printing on the connected and enabled fiscal printer.
If the field is not filled in, when you create a request to print an invoice in RemOnline, this invoice is created in Fakturownia with a document type chosen in the settings in RemOnline and it is not fiscalized. Such documents can be subsequently printed from the Income page by first clicking on the desired document and then on Print in the opened window.
Please note: to be able to view the document types, enabled in the integration settings in RemOnline, you need to enable them in Fakturownia. To do this, go to Settings > Account Settings > Additional documents to issue and mark the checkbox of necessary document types.
Once you are done completing the fields — click "Create".
Step 5. Automatically upload a fiscal receipt
Select the checkboxes to trigger the automatic download of the fiscal receipt:
Order — after closing the order, a fiscal receipt for the full cost of the order will be automatically downloaded;
Sale — after the sale is closed, a fiscal check will be automatically downloaded;
Client return — after withdrawing money for a refund, a fiscal check for the amount of the refund will be automatically downloaded.
After filling out all the information, click "Save".
All done! You have enabled and set up the Fakturownia integration.
Step 6. Specify in which RemOnline cashbox the Fakturownia fiscal device will be used
On the Finance > Payments page, select the cashbox that will use this device. In the cashbox settings, choose connected fiskator and save the settings.
Now, when you make transactions at these cashboxes, fiscal receipts will be sent to the specified cashbox.
Important: you can connect one fiscal device for one cashbox, and the same registrar can be used for several different cashboxes in RemOnline.
For example, you have 2 cashboxes named “Cash” and “Cashless”. You can connect only one Fakturownia registrar to the “Cash” cashbox. But the same fiscal device can be used for the “Cashless” cashbox if it does not have another connected device.
Done! The cashbox has been successfully added to the list of connected ones.
Please note that several employees can work with one cashbox in RemOnline. To do this, employees simply make payments to this cashbox. In the payment window, the employee from whose account the payment is made will be automatically selected in the “Cashier” field. If necessary, you can change the cashier.