Integration with InvoiceOcean

Integration with InvoiceOcean.com allows you to issue pro forma, final, and corrective invoices directly through this platform.

Once you integrate InvoiceOcean with CONREGO, all documents will be saved both in your InvoiceOcean account and on the CONREGO server.

Please note:

• Deleting final or corrective invoices in InvoiceOcean will not remove them from CONREGO.
• Deleting documents in CONREGO (e.g. by deleting a registration) will not remove them from InvoiceOcean.

How to integrate your CONREGO subscription with your InvoiceOcean account:

1. At the top of the form, enter your account name and API token.
   The account name is the prefix of your InvoiceOcean address (e.g., yourcompany.invoiceocean.com → account name is yourcompany).
   Copy your API token from Settings > API > API token – make sure the token is active.

2. Click Fetch account data – CONREGO will retrieve a list of your sales categories, departments, and payment methods from InvoiceOcean.

3. Select the sales category to which invoices issued by CONREGO should be assigned.

4. Set the due date for pro forma invoices.

5. Assign currencies to the corresponding departments configured in InvoiceOcean.

6. Map payment methods configured in CONREGO to those in InvoiceOcean.

7. Save changes and optionally issue a test pro forma invoice.

Full integration also depends on your InvoiceOcean account configuration.

Required configuration in InvoiceOcean

To ensure invoices work properly, go to Settings > Account Settings > Configuration > Products > Products on invoices, and select:
Automatically add products from invoice to product database.

If you don't want to display the payment due date on VAT invoices, go to:
Settings > Account Settings > Configuration > Invoices and documents > Default payment due date
and set it to -- do not display --.

Don’t forget to save your changes.

For further help, visit the InvoiceOcean.com.