Automate invoicing, streamline payment tracking, and manage client data effortlessly by connecting Fortnox with monday.com.
Fortnox is a cloud-based financial platform designed for businesses to handle accounting, invoicing, payroll, and more. It simplifies financial management by automating key processes and providing real-time insights into business finances.
By integrating Fortnox with monday.com, businesses can automate invoice creation, manage recurring payments, and keep client records up to date. This integration ensures a smooth transition from sales to invoicing, helping teams track payments efficiently and reduce manual data entry.
Why Integrate Fortnox with monday.com?
Save Time: Automate invoice generation and client creation.
Reduce Errors: Ensure accurate financial records with real-time data sync.
Improve Cash Flow Management: Get paid faster with automated reminders and tracking.
Enhance Collaboration: Keep finance and sales teams aligned within monday.com.
1. Automated Invoice Creation
When a deal is marked as "Closed Won" in monday.com, the integration automatically generates an invoice in Fortnox. Whether it’s a one-time payment or a recurring invoice, everything is created seamlessly without manual input.
2. Recurring Invoices & Subscription Management
For businesses handling subscription-based services or repeat billing, the integration allows for automatic creation of recurring invoices, ensuring timely payments without the need for manual follow-ups.
3. New Client Auto-Creation
If an invoice is generated for a new customer that doesn’t already exist in Fortnox, the integration automatically creates a new client profile, preventing duplicate entries and saving time.
4. Direct Invoice Drafting & Sending from monday.com
Invoices can be drafted, reviewed, and sent directly from monday.com, keeping the entire process centralized and visible to the team.
5. Payment Status Sync & Overdue Reminders
Payments made in Fortnox are synced back to monday.com, updating the status in real time.
If an invoice is overdue, the system can trigger automatic reminders or escalate actions for follow-up.
6. Seamless Accounting & Financial Tracking
By syncing invoices and payments between monday.com and Fortnox, teams can maintain accurate financial records, track revenue, and gain insights into outstanding payments.
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