Required and optional fields
The clearing and payout accounts must be different.
Connect and configure Billy
1
Create a Billy access token
In Billy, open Settings > Access tokens and create a token for the company you want to connect.
2
Connect Billy
In Sweeply, go to Settings > Customer billing > Billy, paste the token, and select Connect Billy.Sweeply encrypts the token and never displays it again. To replace it, disconnect and reconnect Billy.
3
Choose the invoice product
Select an existing product suitable for Sweeply invoices.
4
Create a product when needed
Enter the product code and name, then select its sales account and VAT rule. Creating the product does not save it as the invoice mapping until the setup is saved.
5
Configure optional cash
Choose a payment-enabled cash account when you use Send invoice as paid (cash).
6
Save the bookkeeping setup
Confirm that customer billing reports invoice readiness.
7
Configure Stripe separately when used
Open Stripe Connect to select clearing and payout accounts, choose the payout daybook, and enable payout posting.
Billy does not provide webhooks for this integration. Sweeply verifies writes immediately and checks Billy records during scheduled nightly reconciliation.