CheckShop for Moneybird

What it does

CheckShop for Moneybird connects your WooCommerce store to Moneybird through the official Moneybird API. Orders become sales invoices, customers become contacts, and payments and refunds are recorded without manual work. Data goes directly from your WordPress site to Moneybird: there is no intermediate server.

Requirements: WordPress 6.2 or later, PHP 7.4 or later, WooCommerce, and a Moneybird administration.

Included in the free plugin

• Automatic invoicing

  A sales invoice is created for every order that reaches one of the order statuses you choose.

• Customer sync

  Billing details are created or updated as a Moneybird contact.

• Payment registration

  Paid orders are registered as paid on the invoice, on the financial account you choose.

• Credit notes and uncollectible invoices

  A refund creates a credit invoice, full or per refunded line. Cancelled or failed orders mark their unpaid invoice as uncollectible.

• VAT mapping, workflow and layout

  Map each WooCommerce tax rate to a Moneybird tax rate, and choose the Moneybird workflow and invoice layout.

• Sync log, retries and manual sync

  Statistics and a log of every sync with a timeline per order, retries for failed syncs, a Sync button per order and a bulk action.

All of this is free, with no limit on the number of orders.

How it works

1. Step 1

   Install the free plugin

   Install CheckShop for Moneybird from WordPress.org next to WooCommerce and activate it.

2. Step 2

   Connect Moneybird

   Create an application in Moneybird with the redirect URI the plugin shows, enter the Client ID and Client Secret and click Connect to Moneybird.

3. Step 3

   Choose your accounts

   Choose the revenue ledger account, payment account and VAT mapping. New orders now become invoices in Moneybird.