> ## Documentation Index
> Fetch the complete documentation index at: https://help.sweeply.dk/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up Billy

> Connect Billy with an access token and configure invoice, cash, Stripe, payout, and reconciliation settings.

Billy becomes invoice-ready after you connect a DKK company with a valid access token and choose an invoice product.

## Required and optional fields

| Field                                            | Required for                       |
| ------------------------------------------------ | ---------------------------------- |
| Billy access token                               | Connection to one Billy company    |
| **Invoice product**                              | Invoice creation                   |
| **Cash account**                                 | Cash-payment registration only     |
| **Stripe clearing account**                      | Stripe payments and refunds        |
| **Stripe payout account** and **Payout daybook** | Automatic Stripe payout accounting |

The clearing and payout accounts must be different.

## Connect and configure Billy

<Steps>
  <Step title="Create a Billy access token">
    In Billy, open **Settings** > **Access tokens** and create a token for the company you want to connect.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Choose the invoice product">
    Select an existing product suitable for Sweeply invoices.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Configure optional cash">
    Choose a payment-enabled cash account when you use **Send invoice as paid (cash)**.
  </Step>

  <Step title="Save the bookkeeping setup">
    Confirm that customer billing reports invoice readiness.
  </Step>

  <Step title="Configure Stripe separately when used">
    Open **Stripe Connect** to select clearing and payout accounts, choose the payout daybook, and enable payout posting.
  </Step>
</Steps>

<Note>
  Billy does not provide webhooks for this integration. Sweeply verifies writes immediately and checks Billy records during scheduled nightly reconciliation.
</Note>

<Warning>
  Disconnecting deletes the encrypted token. Existing Billy records remain, but Sweeply can no longer retrieve historical Billy PDFs or reconcile them.
</Warning>