Invoicing in iDoklad app

How to export the Report to iDoklad ?, Where to set it up and how does it work?

1. Main settings can be found on the main account view (clicking on the first item behind the house on the path) in the section called "Integration".

2. Click on + or the gear, Edit in the table row to open the iDocument settings form.

3. Here is the choice of whether this is allowed or not.

Further:

• API Client ID: API Client ID from the User section in the iDocument settings
• API Client Secret: API Client Secret from the User section in the iDocument settings

Fill in the attributes, press the "Update ..." button and the setting is done!

How does it work?

So when you view a Worksheet for a certain period and you are owner or manager in main company, the "Issue invoice on iDocument" button appears at the end of the Worksheet.

We strongly recommend that you limit the selection of the report to a specific company! It should already exist on iDoklad with the same ID number or at least name._

After pressing this button, there is a delay of a few seconds when there is communication with iDoklad and then a table appears with a strict message about the exported invoice.

Go to iDocument and check the contents of the invoice.