Billings Pro and MoneyWorks integration

Export your financial data to MoneyWorks such as your clients, invoices, retainers and payments.

You can add clients from MoneyWorks to Billings Pro and map a single client or multiple clients to the same customer in MoneyWorks.

Please ensure that while mapping you enter the appropriate MoneyWorks name Code.

A MoneyWorks name code is a case-sensitive unique identifier for customers.

When sending client information from Billings Pro to MoneyWorks, you must enter the appropriate MoneyWorks name code. This code must match exactly to the code set up for the customer in MoneyWorks. If you have a new client who does not currently exist in MoneyWorks, you can create the client in MoneyWorks manually and set a unique name code, or, export the unmapped client to MoneyWorks which will create the client in MoneyWorks for you and assign a name code at that point.

If you have not set up and used taxes in Billings Pro, then you must select "No Tax" and map it to "Zero-rated" in MoneyWorks.

For more information, check out the integration guide.

You can control what you send to MoneyWorks. In the export window, simply unselect the checkboxes for the retainers, invoices, or payments you don't want to send to MoneyWorks.

MoneyWorks does not support the usage of certain currencies. If you have set up and used a certain currency in Billings Pro, you may notice that the same currency may not exist in MoneyWorks as it is not supported. If this is the case, then you will not be able to integrate with MoneyWorks; users who have set up pseudo-currencies for currencies not available in MoneyWorks also cannot use the MoneyWorks export.