Required invoice fields
- Customer group for new customers
- Invoice product
- Invoice layout
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, and layout. Set payment deadlines in Sweeply at company or customer level; you no longer select a separate e-conomic payment term. Without an override, e-conomic invoices use eight net days.
4
Configure cash when used
For cash payments, select a customer-payment journal and cash account. For Stripe payments, the journal can be saved without a cash account. 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.
After saving the required mappings, the connection is ready to create invoices. Review the connection status and any remaining setup messages before using it for customer billing.
Missing e-conomic roles can fail one operation without marking the whole connection unhealthy. Review the affected mapping and the app’s provider permissions.