Economic system settings and their importance when issuing invoices
The accounting system settings in Fynode determine when and how invoices are issued, whether emails are sent and how deposits and credit notes are processed. The main controls are found at the bottom of the page https://fynode.com/accounting after activating the connection, where you enable automatic invoicing and other toggles for invoicing behavior. Correct configuration saves time and reduces the risk of manual errors when issuing invoices.
Overview of main settings
The main setting is “Automatic invoicing” with toggles such as automatic issuance of an invoice after creating or changing an order status, automatic issuance of a classic invoice after payment of a deposit invoice, automatic sending of email, and issuance of an invoice after order payment. These toggles determine the system’s basic automatic behavior when creating invoices and are available after activating the accounting system on the page.
Templates, prefilled fields and date of issue
In settings you can insert special words that will be filled automatically from the order when issuing an invoice, for example "{order.number}", "{order.amount}" or "{order.client.email}". Predefined fields for items and the client will be filled according to these variables and empty fields will be completed by the accounting system. The issue date is by default taken from the order date, or you can always have the current day by setting the empty field "Invoice - Issue date".
Detailed rules (settings lines)
By clicking on “Detailed settings” you can add any number of rule rows. For each row you define the invoice type (Classical, Advance, Credit note), the order status, the delivery type and the payment type for which the invoice should be issued. These rules allow you to precisely map the eshop’s business logic to the behavior of the invoicing process and to use different invoice types for different combinations of statuses and payments.
Practical tips for using the settings
If synchronization seems incorrect after changing settings, click the “Load data” button to immediately load sequences, bank accounts and other data from the accounting system. Some features, like automatic conversion of a deposit invoice to a classic invoice or sending emails, depend on the platform’s support and its API, so verify the availability of these options with the provider.
When this setting is enabled, the system automatically issues an invoice when the selected order status is reached or immediately after receiving the order, according to the rules you set in the settings section. The status options are loaded from your eshop and you can map them to different invoice types.
Use the line in “More detailed settings” where you choose the invoice type “Advance invoice” with the payment type condition “Bank transfer” and then enable the option “Automatic issuance of the final invoice after payment of the advance”. If the accounting provider supports this functionality, the system will then create the final invoice after receiving the payment.
Some settings will not be shown if the given accounting system does not support the respective functionality or if they are not available via its API. In that case the feature is not available and we recommend verifying the required functionality with the accounting software provider or account administrator.
After modifying settings we recommend clicking "Load data" to immediately fetch current sequences and bank accounts from your accounting system. Some options depend on features of the specific provider and API availability, so verify permissions with your service provider.
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