SmartBill invoices, issued from the deal
For companies that invoice with SmartBill in Romania, Kumulator issues an invoice directly from a deal and shows the deal’s invoices in its sidebar.
Why invoice from the CRM?
Retyping
The deal’s data is copied by hand into the invoicing tool.
No link to the sale
Invoices and deals live in different systems.
How does the SmartBill integration work?
- 01
Connect
An owner or admin adds the SmartBill user, API token and invoice series.
- 02
Issue
On a deal, Issue invoice creates the invoice in SmartBill.
- 03
Follow
The deal’s invoices appear in the Invoices block of its sidebar.
Frequently asked questions
Which plan includes SmartBill?
The SmartBill integration is available from the Plus plan.