Required invoice fields
- Customer group for new customers
- Invoice product
- Invoice layout
- Payment terms
Additional payment fields
The clearing and payout accounts must be different.
Install and configure e-conomic
1
Open e-conomic settings
Go to Settings > Customer billing, choose e-conomic, and select Connect e-conomic.
2
Install the Sweeply app
In e-conomic, choose the correct agreement and grant the app access. Return to Sweeply after installation.
3
Map invoice resources
Select the customer group, product, layout, and payment terms. Only accessible resources suitable for Sweeply’s writes appear.
4
Configure cash when used
Select both a customer-payment journal and cash account, or leave both empty. The cash account must allow direct entries without mandatory department or unit dimensions.
5
Create a product when needed
Select Create, enter the product code and name, and choose a product group. Creating the product does not save it as the mapping until you save the complete setup.
6
Save and create webhooks
Save the bookkeeping setup, then create the supported e-conomic webhooks. Review Needs attention if an existing foreign callback prevents safe configuration.
7
Configure Stripe separately when used
Open Stripe Connect to select the clearing account, payout account, and payout journal.
Missing e-conomic roles can fail one operation without marking the whole connection unhealthy. Review the affected mapping and the app’s provider permissions.