Invoicing Integration with FAB CRM

Overview

Invoicing integration enables the CRM to manage and automate invoice creation and tracking.

It allows businesses to generate invoices, manage billing details, and track payment-related activities directly within the CRM, ensuring a streamlined and organized billing process.

Prerequisites

Ensure the following before starting the integration:

• Active invoicing system/account
• Access to API services
• Required credentials
• Admin access to FAB CRM
• Stable internet connection

Important Note (Credentials)

All required credentials (Workspace ID, Access Token) are generated after account setup and API access configuration.

• Use testing credentials (if available) for initial setup
• Use production credentials for live usage

Credentials Required

Enter the following details during configuration:

• Workspace ID
• Access Token

How It Works

1. User creates or manages invoices in CRM
2. CRM sends a request to the invoicing system
3. The system processes the request
4. Invoice data or status is returned to CRM
5. CRM displays and manages the invoice

Flow:

User Action → CRM → Invoicing System → Response → CRM Display

Configuration Steps

After successfully logging in to the CRM system, follow the steps below to configure Invoicing:

1. Navigate to the App module
2. Go to: Workspace → App & Integration → App
3. Search for Invoicing.Click on Configure

Screen- Steps To Access App

4.Enter the required details:

• Name (default: Invoicing)
• Workspace ID
• Access Token
• (Optional) Enable Pin in Left Menu

5.Click on Save.

Screen-App Configuration

Validation Outcome

After completing the configuration:

• The system validates the entered details
• If credentials are correct, the integration is activated
• If credentials are incorrect, validation fails
• Once validated, users can start managing invoices