> ## 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 Dinero

> Connect a Dinero company and configure invoice, cash, Stripe, payout, and webhook settings.

Dinero becomes invoice-ready after you connect, select the correct company, and choose the account used for issued invoice posting.

## Required and optional fields

| Field                                 | Required for                   |
| ------------------------------------- | ------------------------------ |
| Connected Dinero company              | All accounting operations      |
| **Posting of sent invoices**          | Invoice creation               |
| **Deposit account for cash payments** | Cash-payment registration only |
| **Stripe clearing account**           | Stripe payments and refunds    |
| **Stripe payout account**             | Automatic payout accounting    |

The clearing and payout accounts must be different. Dinero does not require a separate payout journal in Sweeply.

## Connect and configure Dinero

<Steps>
  <Step title="Open Dinero settings">
    Go to **Settings** > **Customer billing**, choose **Dinero**, and select **Connect with Dinero**.
  </Step>

  <Step title="Authorize Sweeply">
    Sign in to Dinero and approve the requested access. Return to Sweeply after authorization.
  </Step>

  <Step title="Select the company">
    Choose the Dinero company this Sweeply company should use and select **Use this company**.
  </Step>

  <Step title="Choose the sales account">
    Select **Posting of sent invoices**. This is required before invoicing can become ready.
  </Step>

  <Step title="Configure optional cash payments">
    Select a visible Dinero deposit account if you register cash payments.
  </Step>

  <Step title="Save and configure the webhook">
    Save the bookkeeping setup, then use **Create webhook**. A webhook problem does not disconnect Dinero; nightly reconciliation remains the fallback.
  </Step>

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

<Check>
  Customer billing should show **Ready for invoicing**. Cash, Stripe payment, and payout readiness appear only after their additional accounts are configured.
</Check>

<Note>
  If Dinero access expires or is revoked, reconnect the integration. Changing account mappings does not restore provider access.
</Note>