In short
Flixer Pro's Moneybird integration pushes finalised sales invoices into your Moneybird administration, with the invoice PDF attached. The customer is looked up in Moneybird first and only created when nothing matches. VAT rates and the revenue ledger account are set once while connecting. Traffic runs one way only: Flixer Pro writes to Moneybird and reads nothing back. Invoices finalised before you connected stay out of your ledger.
What gets pushed
Five things, and nothing beyond them. Everything leaves Flixer Pro and lands in Moneybird.
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The invoice, with every line
Flixer Pro → Moneybird
A finalised invoice is booked into your Moneybird administration with its lines, amounts and VAT. Flixer Pro stays the system you invoice and send from; Moneybird receives the entry for your books.
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The invoice PDF
Flixer Pro → Moneybird
The invoice PDF travels with it as an attachment, so every entry in Moneybird has the original document behind it.
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The customer, only when needed
Match first, create second
Flixer Pro looks the contact up by email address first. No match? Then by name, case-insensitively, company name first and contact name as a fallback. A new contact is created only when neither finds anything, so a slightly different spelling does not leave you with duplicates.
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The VAT mapping
Set once
While connecting you record which Moneybird VAT rate belongs to which rate you use in Flixer Pro. You confirm that mapping yourself, and it is applied to every invoice from then on.
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The ledger account
Set once
You pick one revenue ledger account. Every invoice lands there, so you know up front where the revenue goes.
When the sync runs
The moment you finalise an invoice in Flixer Pro. That is when the entry is created, usually within seconds. If it fails, for instance because Moneybird is briefly unreachable, a sweep every five minutes picks up whatever did not land and tries again with increasing intervals. Owners and admins can also resubmit an individual invoice by hand. There is no nightly batch and no button you have to press each day.
How to connect Moneybird
Sign in at Moneybird, then three choices in the wizard. Only owners and admins of your Flixer Pro workspace can do this.
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Open Settings, Integrations
Sign in to Flixer Pro and go to Settings, then Integrations. Click Connect on Moneybird.
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Authorise at Moneybird
You sign in at Moneybird and grant Flixer Pro access. The Moneybird user who does this needs rights in that administration to create contacts and invoices.
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Pick your administration
If you run several administrations in Moneybird, this is where you choose the one the invoices should land in.
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Pick the ledger account and confirm VAT
Select the revenue ledger account, map your VAT rates onto the right Moneybird rates and save. From that point the integration is live for every invoice you finalise.
What you need
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A Moneybird administration
With a user who has rights to create contacts and invoices in it. That user grants the authorisation while connecting.
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Owner or admin in Flixer Pro
Only owners and admins can set up or change the integration, or resubmit an invoice by hand.
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One administration per company
A Flixer Pro company connects to one Moneybird administration. If you run several, you pick one. A second company in Flixer Pro gets its own connection.