> ## 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 e-conomic

> Install Sweeply in e-conomic and map customers, products, layouts, terms, payments, Stripe, payouts, and webhooks.

e-conomic becomes invoice-ready after the Sweeply app is installed and four invoice mappings are saved: customer group, product, layout, and payment terms.

## Required invoice fields

* **Customer group for new customers**
* **Invoice product**
* **Invoice layout**
* **Payment terms**

## Additional payment fields

| Field                                                        | Required for                                           |
| ------------------------------------------------------------ | ------------------------------------------------------ |
| **Customer-payment journal** and **Cash account**            | Cash payments; the provider setup saves them as a pair |
| **Customer-payment journal** and **Stripe clearing account** | Stripe payment and refund registration                 |
| **Stripe payout account** and **Payout journal**             | Automatic Stripe payout accounting                     |

The clearing and payout accounts must be different.

## Install and configure e-conomic

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

  <Step title="Install the Sweeply app">
    In e-conomic, choose the correct agreement and grant the app access. Return to Sweeply after installation.
  </Step>

  <Step title="Map invoice resources">
    Select the customer group, product, layout, and payment terms. Only accessible resources suitable for Sweeply's writes appear.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Configure Stripe separately when used">
    Open **Stripe Connect** to select the clearing account, payout account, and payout journal.
  </Step>
</Steps>

<Note>
  Missing e-conomic roles can fail one operation without marking the whole connection unhealthy. Review the affected mapping and the app's provider permissions.
</Note>