wFirma Integration
Connect wFirma to Ritevo and issue invoices and receipts straight from the order. Every document is always linked to a specific order with a clear status: success or error. Configured automatic actions can issue the document for you, e.g. right after the order is paid.
What the wFirma integration covers
You connect the integration with the access key and secret key generated in the wFirma panel, then pick the company the documents should go to. The integration is named after that company, taken from wFirma.
The Invoice with VAT and Receipt with VAT switches decide whether wFirma gets a VAT invoice or an invoice without VAT, and a receipt with or without VAT. Both are with VAT by default, and a change applies to documents sent from then on.
With Create contractors turned on, wFirma adds the buyer to its contractor list if they are not there yet. It is off by default, so your contractor list changes only when you want it to.
wFirma assigns the document number from its own numbering, while the issue date, sale date and payment due date come from the document in Ritevo. You see the result of the transfer right away and download the PDF generated by wFirma with one click.
The integration does not send invoice corrections. It does not change or delete documents that are already in wFirma, and it does not fetch documents from wFirma into Ritevo.
How it works
Add the integration in the Ritevo panel and go through a short authorization with the provider. The process looks the same for every integration.
Each feature has its own switch in the integration settings, e.g. order syncing, message syncing or product synchronization.
Add automatic actions: documents, shipments and replies will run on their own.
Frequently asked questions
Invoices and receipts, issued from the order view or automatically via automatic actions.
Yes, a configured automatic action issues the document once its conditions are met, e.g. right after the order is paid.
23%, 8%, 5%, 0%, WDT, Zw. and O.o, and OSS rates are matched to the buyer's country. A document with any other rate is not sent - you will see the Tax rate not supported error.
The integration shows Reconnection required and documents do not reach wFirma until then. Generate new keys for the same company and paste them after clicking Update credentials - the settings and the history of sent documents stay unchanged.