Finbite integration

Finbite is an e-invoicing platform that offers smart invoicing solutions designed to streamline and automate invoicing processes for businesses.

With the Finbite integration (previously called eArvekeskus), you can sync your invoices from Scoro to Finbite, from where they will be forwarded to your clients via the Finbite portal, email, or other channel. Additionally, bills you receive in Finbite will sync over to Scoro. This way, you can keep all your financial information in Scoro and avoid manual admin work and the potential errors that can happen with manual invoice entry.

Finbite integration is available as an add-on with two options so you can choose what’s best for your needs:

• Finbite Basic (29,90 EUR/month) - core invoicing functionality for local clients
• Finbite Plus (49,90 EUR/month) - core invoicing functionality plus advanced features, including e-invoicing via the PEPPOL network. PEPPOL is used when your client is outside of your country or your local client is not using Finbite but has a PEPPOL ID.

This article covers everything you need to know about setting up the Finbite integration, configuring the integration settings, and how the invoice and bill sync works.

1. Setting up the Finbite integration

The process of integrating Scoro with Finbite has three steps:

1. Get an authentication code from Finbite
2. Enable the Finbite Basic or Finbite Plus integration add-on in Scoro
3. Connect both platforms in Scoro using the authentication code.

Let’s go through each step one by one!

Step 1: Get an authentication code from Finbite

First, you need to get the authentication code needed later in the integration setup process:

1. In your Finbite portal, go to Settings > Data Exchange with ERP
2. Tick the Access to ERP allowed checkbox
3. Click the Generate new authentication code button to generate a new code and copy it (you'll need it later in the process).

Step 2: Enable the Finbite Basic or Finbite Plus add-on

To purchase and activate the Finbite Basic or Finbite Plus integration add-on:

1. Go to Settings > Administration > Plan, add-ons and billing
2. In the Add-ons section, click Manage add-ons
3. Find the Finbite Basic or Finbite Plus integration (you can use the search at the top-right corner of the screen) and click on the toggle to enable the integration of your choice
4. Click Confirm and save the changes.

The site administrator will automatically receive an invoice for the add-on purchase.

Step 3: Connect Scoro with Finbite

Once you’ve enabled Finbite Basic or Finbite Plus, you can connect it with Scoro:

1. Go to Settings > Site settings > Integrations and enable the Finbite integration toggle
   
2. Paste the authentication code you copied from Finbite in the Verification code for Finbite field and click Connect to integrate both platforms.
   

2. Configuring the integration settings

Once you’ve connected Scoro with Finbite, configure your integration settings to ensure that you can successfully send invoices to your clients:

• Select what data to sync
• Sync settings
• Enabling e-invoicing via PEPPOL (if you're using Finbite Plus)
• Company registration number
• Finbite channels in client profiles

Let’s go through all of these settings in more detail!

2.1. Select what data to sync

Decide which data to sync and adjust the following settings as needed:

• Data synced - choose which items you want to sync
• Direction - shows the predetermined sync direction for each item (this cannot be changed):
  • Invoices - synced from Scoro to Finbite
  • Bills - synced from Finbite to Scoro once the supplier sends you a bill via Finbite
• Start date - choose the date from which you want to send the invoices to Finbite to collect payments from your clients.

2.2. Sync settings

You can customize the following sync settings:

Synchronization

• Choose how you want to sync the data from Scoro:
  • Automatic - invoices in the sync queue will be automatically sent to Finbite every 5 minutes. 
  • Manual - invoices in the sync queue will be sent to Finbite only after clicking the Synchronize now button in the integration settings view.

Send error notifications to

• Enter the site administrator’s email to which Scoro will send error notifications in case something happens during the data transfer.
• You can also see a list of all unresolved errors under the Logs tab in the integration settings.

Link bills in Scoro with (available only when bill sync is enabled)

• This setting is present only when you’ve enabled bill synchronization.
• Select which site user will be the default owner of the bills synced from Finbite to Scoro.

Import expenses to Scoro that have the following status (available only when bill sync is enabled)

• Choose the status that’s required for bills to be synced to Scoro:
  • Received - select this if you want to sync all bills to Scoro.
  • Confirmed - select this if you want to sync only confirmed bills to Scoro.

Export invoices in the selected language

• Choose in which language you want to sync invoices to Finbite.

Default value for ServiceID parameter

• ServiceID is an attribute added to the XML e-invoice file under the invoice tag, which is used when the invoice is sent to the client via the Bank channel and an e-invoice standing order agreement is used.
• This value is also used to find appropriate e-invoice channel preferences when using the Finbite e-invoice preferences database.
• If Default is chosen, the Invoice ref no (custom field) value will be used.

PDF template used when sending invoices

• Select the PDF template that will be used for all invoices synced to Finbite.
• You can select a specific PDF template or select Default to use the default template chosen under Settings > Sales and finance > Invoices.
• Important! Please note that any details you’ve hidden on your invoice PDF template will be included in the XML e-invoice, meaning they’ll be visible to your client.

Enable sending invoices to Finbite, even if the related company does not have an account in Finbite

• If you want to send invoices only to companies and contacts with an account in Finbite, leave this checkbox unticked and ensure that your company registration number is provided in your site’s company settings.
• If you have clients that don’t use Finbite, tick this checkbox to ensure the invoices will be sent.

Sender’s company name and Sender’s company bank account

• By default, the company name and bank account from the company settings will be used.
• If needed, you can use fields to specify a different company name and bank account details in these two fields.

Send payments automatically to bank

• Enable this toggle if you’d like to receive your clients’ payments automatically in your bank account.
• When enabled, you also need to select the ‘Bank’ channel and add the preferred bank account in the relevant client profiles.

PaymentReferenceNumber parameters

• Select what details to use as the reference number of bank payments.
• This is relevant when you’ve selected Bank as the Finbite channel for any of your client profiles.
• If Default is chosen, the Invoice ref no (custom field) value will be used.

2.3. Enabling e-invoicing via PEPPOL

With Finbite Plus, you can enable the E-invoicing via PEPPOL functionality. PEPPOL is used when your client is outside of your country or your local client is not using Finbite but has a PEPPOL ID. With PEPPOL enabled, the invoice is synced to Finbite, from which it will be forwarded to your client via the PEPPOL network.

To set this up:

1. First, activate the PEPPOL channel in Finbite.
2. Then, in the Finbite integration settings in Scoro, enable the E-invoicing via PEPPOL toggle.
3. If needed, you can also specify the default value for InvoiceContentCode parameter:
   1. An invoice content code is a code agreed upon between partners to help automate invoice processing. For more information, please see the Finbite Support resources.
   2. When selecting Default, the Invoice ref no (custom field) value will be used, but you can choose any other value from the list.

2.4. Company registration number

Finbite integration also requires you to provide your company registration number in the company settings:

1. Go to Settings > Site settings > Company data and logo
2. Enter your company’s registration number in the Reg. No. field (if not already added).

Finbite checks this registration number and compares it with the authorization code details. If the registration number is incorrect or not provided, the integration will not work.

If the registration number in your site’s company settings is different from your details in Finbite, you can also tick the Enable sending invoices to Finbite, even if the related company does not have an account in Finbite checkbox in the Finbite integration settings. This will allow you to sync your invoices to Scoro.

2.5. Finbite channels in client profiles

Client profiles are used to determine how Finbite should send the synced invoices to your clients. These are called Finbite channels, and they have to be set up; otherwise, Finbite will not forward invoices to your clients.

To assign specific Finbite channel(s) to a client profile:

1. Go to Settings > Sales and finance > Client profiles
2. Select a client profile or create a new one
3. In the Finbite channels section, tick the checkboxes for the channels you want Finbite to use for clients with this profile assigned.
   1. When selecting Bank channel, you must also select the bank account in the Bank account field where you want to receive the client payment.

Once you’ve set up the Finbite channel preferences for each client profile, you can modify your contacts in Scoro and assign the necessary client profile.

 

If you don’t actively use client profiles or you’d like to apply the same Finbite channel for all contacts without a client profile assigned:

1. Choose one of the existing client profiles or create a new one
2. Select the necessary Finbite channels
   1. If you’ve selected Bank, you must also select the bank account in the Bank account field where you want to receive the client payment.
3. Tick the Assign this profile to all clients with no profile and save the changes. 

Learn more about client profiles.

3. Syncing invoices to Finbite

Once your integration settings are successfully configured, you can start syncing your invoices to Finbite.

To send an invoice via Finbite to a local client, click the Send to Finbite button in the invoice detailed view.

This will add the invoice to the sync queue. Depending on your sync settings, it will be synced automatically to Finbite upon the next sync cycle or when you initiate a manual sync by clicking the Synchronize now button in the integration settings.

If any line items on your invoice don't have a product or product description and only have the secondary description provided, the invoice sync will fail. If this happens, simply modify your invoice and select a product or enter the product description for these line items. Once fixed, click the Send to Finbite button again, and it will sync normally.

If you’ve enabled e-invoicing via PEPPOL, you can send invoices to your clients across the border via the PEPPOL network if they have registered on the PEPPOL network and obtained a PEPPOL ID. Ask your client to share their PEPPOL ID and, once provided, add it to the Finbite Peppol ID field on their contact details in Scoro.

When you’re ready to send your invoice to your client, click the Send to PEPPOL button in the invoice detailed view.

Upon the next sync cycle or when you initiate a manual sync, the invoice will be sent over to Finbite, from where it will be sent to the client via the PEPPOL network.

The invoice is sent over to Finbite as two files:

• PDF - this is the invoice PDF based on the PDF template you’ve chosen in the integration settings
• XML - this is an e-invoice file.
  • Important! Please note that any details you’ve hidden on your invoice PDF template will be included in the XML e-invoice, meaning they’ll be visible to your client.

Finbite will then send the invoice to your client via the channel you’ve selected in the related client profile.

In the invoice detailed view, you can add the following data columns to quickly check the invoice synchronization status:

• Finbite - this column shows whether the invoice is added to the syncing queue to be synced to Finbite upon the next automatic sync cycle or during a manual sync. If the checkbox is ticked, the invoice is added to the sync queue.
• Sent to Finbite - this column shows whether the invoice is synced to Finbite. You’ll see a date and time if the invoice is already sent over to Finbite.

4. Syncing bills to Scoro

If you’ve enabled bill sync in the integration settings, bills from your suppliers will be synced from Finbite to Scoro. 

Here's an example of a bill in Finbite.

And here's that same bill synced over from Finbite to Scoro.

5. Upgrading the legacy Finbite integration

With Scoro version 25.3, we released the new Finbite Basic and Finbite Plus add-ons, which replace the legacy Finbite integration. 

To continue providing the best experience, all new features will be available exclusively in Finbite Basic and Finbite Plus. The legacy Finbite integration version will no longer receive updates.

If you’re using the legacy Finbite integration (before Finbite Basic and Finbite Plus add-ons were released), we highly recommend upgrading to Finbite Basic or Finbite Plus to not miss out on future functionality updates:

1. Go to Settings > Administration > Plan, add-ons and billing
2. Click Manage add-ons
3. Switch on the Finbite Basic or Finbite Plus add-on toggle
4. Click Confirm and save the changes.

Note! Make sure to disable the legacy Finbite integration to avoid double lines on your invoices.

6. Upgrading from Finbite Basic to Finbite Plus

You can upgrade your Finbite Basic integration to Finbite Plus anytime with the following steps:

• Go to Settings > Administration > Plan, add-ons and billing
• Click Manage add-ons
• Switch on the Finbite Plus integration toggle and switch off the Finbite Basic integration toggle
• Click Confirm and save your changes.

Once you’ve saved the changes, an invoice for the add-on purchase will be sent to the site administrator’s email address.

Note! After you’ve upgraded to Finbite Plus, disable the Finbite Basic integration toggle to avoid being charged for both add-ons.

7. Frequently asked questions

Can I sync an invoice that’s already been sent to Finbite?

If an invoice in Scoro has already been sent to Finbite, but you’ve modified it and want to sync the updated invoice:

1. Delete the synced invoice from Finbite first
2. Once done, click the Send to Finbite button to send the updated invoice to Finbite.

Can I send e-invoices to Latvija.gov.lv via Finbite?

With Finbite Basic, it's not possible to send e-invoices to Latvija.gov.lv as this platform doesn't allow for the sending and receiving of regular emails from third-party platforms. In this case, you can download the e-invoice XML file from Finbite and send it via Latvija.gov.lv.

However, Latvija.gov.lv is part of the PEPPOL network. This means that with Finbite Plus, you can send e-invoices from Finbite to Latvija.gov.lv via the PEPPOL network if the recipient has a PEPPOL ID.