Export your financial data to MoneyWorks such as your clients, invoices, retainers and payments.
Add clients from MoneyWorks to Billings Pro.
You can 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.
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.