=== CatCode Accounting Sync with Moneybird for WooCommerce ===
Contributors: catcodestudio
Tags: moneybird, bookkeeping, invoices, woocommerce, netherlands
Requires at least: 6.2
Tested up to: 7.1
Requires PHP: 7.4
Stable tag: 1.0.0
License: GPLv2 or later
License URI: https://www.gnu.org/licenses/gpl-2.0.html

Sends WooCommerce orders to Moneybird as sales invoices, with contacts, VAT mapping, automatic retries and no duplicates.

== Description ==

Every order in your shop has to end up in your bookkeeping. This plugin sends it there the moment the order reaches a status you choose, and keeps trying when the connection is down.

Moneybird is a third-party product. This is an independent integration, not affiliated with or endorsed by Moneybird B.V.

= What it does =

* Creates a sales invoice in Moneybird for each order, with products, shipping and fees.
* Finds or creates the contact: by customer, then by e-mail address. A changed address is updated in Moneybird. Company name and VAT number come along.
* VAT mapping: a WooCommerce rate goes to the Moneybird rate with the same percentage, or to the one you choose. If there is no certain match, the order stops with a message instead of landing in the wrong box of your VAT return.
* Revenue accounts for products, shipping and fees.
* The invoice can stay a draft, or be booked without e-mailing the customer.
* The invoice total always equals the order total, because lines go out with the amount the customer paid. Moneybird works out the VAT per rate, so a cent can differ from the WooCommerce VAT breakdown.
* Works through a queue. Network and server errors are retried automatically for up to about two days, and Moneybird's rate limit is respected. Problems that need your attention stop with a clear message on the order and in the queue.
* No duplicates. A document exists once per reference in the queue, and before creating anything the plugin looks it up in Moneybird, so a lost answer or a second status change does not create a second invoice.
* A box on the order, a bulk action on the orders list, and "Send again" in the queue.
* Works with High-Performance Order Storage and classic order storage.
* English and Dutch.
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= Pro =

Sold on [catcode.com.ua](https://catcode.com.ua/modules/nl-accounting-sync-woocommerce/) with a 7-day trial.

* e-Boekhouden as your accounting system: relations, invoices, booking, payments and credit invoices.
* Payments registered on the invoice, with the transaction reference. Cash on delivery counts as paid when the order is completed.
* Credit invoices for refunds, per line or spread over the order's VAT rates for a refund entered as an amount.
* Invoices e-mailed to the customer by Moneybird.
* Separate VAT choices for EU customers with a VAT number and for sales outside the EU.
* Revenue accounts per product category.
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== Installation ==

1. Install and activate the plugin. WooCommerce has to be active.
2. In Moneybird go to Settings > Connections > External applications and create an API token.
3. In WooCommerce > Accounting Sync, paste the token and save. The connection is tested and your administration is chosen.
4. Check the Mapping tab: VAT rates and revenue accounts.
5. If you book invoices, verify your sender e-mail address in Moneybird first: Settings > Company > Moneybird verifications.

Try it on a Moneybird sandbox administration first if you like. Sandboxes are free.

== Frequently Asked Questions ==

= What happens to orders that existed before I installed the plugin? =

Nothing, until you send them: select them in the orders list and choose "Send to the bookkeeping".

= Does the plugin change prices or the checkout? =

No. It adds nothing to the shop front.

= Is this tax advice? =

No. You stay responsible for your bookkeeping and your VAT return. Check the mapping with your accountant.

= An order stopped with a VAT message. What now? =

Choose the Moneybird rate on the Mapping tab, or create the rate in Moneybird, and click "Send again". The invoice is created once.

== External services ==

This plugin connects to the Moneybird API (moneybird.com) to create contacts and sales invoices in your own Moneybird administration. It only does so after you add your API token.

When an order reaches a status you chose, or when you send it by hand, these data go to Moneybird: the customer's name, company, address, e-mail address, phone number and VAT number, and the order's reference, date, lines, amounts and VAT. The settings screens also read your administrations, VAT rates and revenue accounts.

Moneybird [terms](https://www.moneybird.nl/terms/) and [privacy policy](https://www.moneybird.nl/privacy/).
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With e-Boekhouden as your accounting system, the same order data go to the e-Boekhouden API (api.e-boekhouden.nl) instead, plus payments and refunds. e-Boekhouden [terms](https://www.e-boekhouden.nl/voorwaarden/algemene-voorwaarden) and [privacy policy](https://www.e-boekhouden.nl/voorwaarden/privacy).

This build also talks to catcode.com.ua to activate the key and to look for updates. It sends the key and the site address, nothing about orders or customers.
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== Changelog ==

= 1.0.0 =
* First release.

== Upgrade Notice ==

= 1.0.0 =
First release.
