Booqable + IRIS KashFlow

Booqable + IRIS KashFlow integrations

Finalize invoices in Booqable and create corresponding invoices in IRIS KashFlow

When you are ready to finalize invoices in Booqable, streamline your accounting processes with this integration. Upon finalizing an invoice in Booqable, an equivalent invoice will be instantaneously created in IRIS KashFlow. This workflow simplifies invoice management by reducing redundant data entry, ensuring financial records are up-to-date across platforms.

When this happens...
Finalize InvoiceTriggers when an invoice is finalized.
TriggerInstant
automatically do this!
Create InvoiceCreating invoice for KashFlow
ActionWrite

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More things you can do with Booqable and IRIS KashFlow

Discover other triggers and actions you can use with Booqable and IRIS KashFlow

Completed Payment
Triggers when a payment is completed.
Trigger
Instant
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Finalize Invoice
Triggers when an invoice is finalized.
Trigger
Instant
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Started Order
Triggers when an order is started.
Trigger
Instant
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Updated Order
Triggers when an order is updated.
Trigger
Instant
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- ID
  Required
Action
Write

- Customer ID
  Required
Action
Search
- Order ID
  Required
Action
Search

- Invoice number/Customer Reference
  Required
Trigger
Polling
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- How should existing Customer in KashFlow be matched ?
  Required
- Code
- Name
  Required
- Would you like to update a customer when found
- Source
- Trade Border Type
- VAT Number
- Notes
- Show discount amount on invoice
- Discount Percentage
- Automatically add a line showing this VAT number to new Invoices
- Default Currency
- Default Purchase Order
- Title
- First Name
- Last Name
- Full Name
- Telephone
- Mobile
- Fax
- Email
- Website
- Is Primary Contact
- Receive invoices
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Post Code
- Country
- Use a separate address for delivery
- Name for Delivery Address
- Address Line 1
- AddressLine2
- Address Line 3
- Address Line 4
- Post Code
- Country
- Payment Type
- Days
- Default PDF Theme ID
- Apply CIS Withholding Tax
- CIS Withholding Tax Rate
- CIS Withholding Tax Reference Name
- CIS Withholding Tax Reference Value
- Default Email Template
- Default Sales Code
Action
Write
- How should existing Customer in KashFlow be matched ?
  Required
- Name
- Code
- Email
Action
Search

New Customer
Triggers when a new customer is added.
Trigger
Instant
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Reserved Order
Triggers when an order is reserved.
Trigger
Instant
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Stopped Order
Triggers when an order is stopped.
Trigger
Instant
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- Name
  Required
- Email
- Phone
- Discount percentage
Action
Write
- ID
  Required
- Name
  Required
- Email
- Phone
- Discount percentage
Action
Write
- Customer name or email
  Required
Action
Search
- How should existing Customer in KashFlow be matched ?
  Required
- Name
- Code
- Email
Trigger
Polling
Try It
- Invoice number/Customer Reference
  Required
- Bank Account ID
  Required
- Date
  Required
- Invoice Payment Method
  Required
- Amount
  Required
- Notes
Action
Write
- How should existing Customer in KashFlow be matched ?
  Required
- Customer Name
- Customer Code
- Customer Email
- First Name
- Last Name
- Full Name
- Telephone
- Mobile
- Trade Border Type
- Would you like to create a customer when not found
- Invoice Number
- Invoice Issued Date
  Required
- Invoice Due Date
- Currency
  Required
- Customer Reference/Purchase Order
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Post Code
- Country
- Update Customer Address
- Use Different Delivery Address
- Address Name
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Post Code
- Country
- Update Customer Delivery Address
- Project
- Project
- Sales Code
- Product
- Do you want to create new product when not found?
- Description
- Quantity
- Rate
- Inclusive of Tax?
- VAT Rate
- VAT Amount
- Is VAT Exempted
- Sales Code
- Charge
- Inclusive of Tax?
- Description
- VAT Rate
- VAT Amount
- Sales Code
- Discount
- Description
- Comment
- Bank Account ID
- Date
- Invoice Payment Method
- Amount
- Notes
- Notes
Action
Write
- Invoice number/Customer Reference
  Required
Action
Search

About Booqable

Booqable is cloud-based rental software to manage your business and accept online bookings.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About IRIS KashFlow

IRIS KashFlow is an easy-to-use accounting and bookkeeping software allowing you to run your business from anywhere at any time whilst staying compliant.

Learn moreLearn moreHelpHelp

Related categories

Accounting