FreeFinance

freefinance is an austrian cloud based accounting platform for smes, offering invoicing, bookkeeping, tax management, and reporting integrating with make com enables users to automate invoice creation, synchronize financial data, and streamline expense management between freefinance and other business tools this is ai generated content based on official freefinance documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www freefinance at/impressum html directly requirements to use the freefinance app in make, you must have an active freefinance account with appropriate permissions and obtain api credentials either as a technical user or via authorization code flow, and for some features like invoicing a paid subscription may be required, https //www freefinance at/ for subscription, refer to the https //www freefinance at/ connect freefinance and {{product name}} to get started, you must first create a connection between freefinance and {{product name}} , allowing the two services to communicate obtain your oauth2 credentials in your freefinance account create the connection in make obtain your oauth2 credentials in your freefinance account before you create the connection in {{product name}} , you should first obtain your oauth2 credentials in your freefinance account to obtain your oauth2 credentials navigate to the developer section from the main menu click the api applications tab click the create application button enter the domain where you are logging in enter the callback uri https //www integromat com/oauth/cb/free finance4 copy the client id displayed on screen copy the client secret displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //www freefinance com/developer/apidoc 1 1 html create the connection in {{product name}} https //www make com/en/register , add the freefinance module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your freefinance account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page freefinance modules after connecting to the freefinance app, you can choose from a list of available modules to build your {{scenario plural lowercase}} configure adobe commerce (magento 2) mappings for finalized invoices set up fixed mappings, for example, linking magento 2 tax rate percentages to specific freefinance accounts and tax class entries, or associating payment methods with corresponding payment terms configure adobe commerce (magento 2) mappings for outgoing invoices set up your static magento 2 mappings for outgoing invoices in freefinance accounting this module allows you to map invoices that have already been generated in magento 2 (with invoice number and date) so they can be recorded as outgoing invoices (ausgangsrechnung) in freefinance configure amazon mappings for outgoing invoices set up how your outgoing invoices are matched to amazon order details configure etsy mappings for finalized invoices generate a completed invoice in freefinance specifically for an etsy transaction configure etsy mappings for open invoices set up your fixed etsy field mappings for generating outgoing invoices configure shopify mappings for finalized invoices set up specific static mappings, like linking shopify's taxrate and taxtitle fields to freefinance's account and taxclassentry, or mapping shopify's paymentmethod to freefinance's paymentterm configure shopify mappings for outgoing invoices set up your static shopify mappings for outgoing invoices in freefinance accounting use this module when the official invoice document, complete with invoice number and date, has already been generated in shopify or another system, and you want to create a corresponding outgoing invoice record in freefinance configure stripe mappings for finalized invoices set up how finalized invoices are matched and processed in stripe configure stripe mappings for outgoing invoices set up your fixed stripe mappings specifically for processing outgoing invoices configure wix mappings for finalized invoices set up your static wix field mappings specifically for finalized invoices generated in free finance configure wix mappings for outgoing invoices set up the static data mappings from wix to enable automatic invoice creation in free finance configure woocommerce mappings for finalized invoices set up static mappings to link specific woocommerce taxrateids to corresponding freefinance account and taxclassentry values, or to map woocommerce payment methods to freefinance payment terms configure woocommerce mappings for outgoing invoices set up your static woocommerce mappings for outgoing invoices in freefinance accounting this module transfers invoices that have already been generated in woocommerce (with invoice number and date) into freefinance as official outgoing invoices (ausgangsrechnung) create mapping for documentupload maps and assigns metadata fields required for uploading a document create transactions for a bank account generates a separate entry in the bank statement for every transaction associated with a specific bank, paypal, or stripe account create a finalized credit memo (rechnungslegung) generates and finalizes a credit memo document in your freefinance account create a finalized invoice (rechnungslegung) generates and finalizes a new invoice in your freefinance account create a payment for a finalized invoice record a payment transaction for an already finalized invoice create an outgoing invoice (ausgangsrechnung) generates a new outgoing invoice (ausgangsrechnung) in freefinance using order details received from your webshop create or replace a customer creates a new customer or updates an existing one in your system using the customer number provided by the webshop create or replace a supplier add a new supplier or update the details of an existing supplier make an api call executes a custom api request to the authorized service upload a document upload a document to the staging environment templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} freefinance resources you can have access to more resources related to this app on the following links https //community make com/search?q=freefinance https //www freefinance at/ https //developer freefinance at/apidoc 1 1 html https //www make com/en/integrations/free finance