Customer management, project management and invoicing in one handy tool.
Teamleader Focus makes work easier for 15,000 SMEs.
As a customer of Teamleader and Twikey, you can immediately send all your booked invoices to your
Twikey environment to get them paid. These invoices can be paid through automatic collection (Direct Debit, recurring credit card payments,..),
a payment link or even a regular transfer via the custom branded Twikey pay page.
Here is a list of supported and not supported actions, some are not possible if you are working with multiple systems (eg. Twikey and another third party) to update the state of your invoices:
| Functionality | Supported |
|---|---|
| Import booked invoices | Yes - (except 0 amount) |
| Update the payment state of invoices to paid from Twikey to Teamleader | Yes - (if "strict mode" is enabled in Teamleader) |
| Update the payment state of credit notes to paid from Twikey to Teamleader | No - This is not supported by Teamleader |
| Update the payment state of invoices to paid from Teamleader to Twikey | No - There is no notification from Teamleader to Twikey |
| Revert a paid invoice to booked in Teamleader | Yes - Not when doing a manual reset of the invoice in Twikey, only when a actual payment failed |
| Retrieve the PDF of invoices | Yes - (automatically or manually) |
| Use custom fields from Teamleader | Yes - enables you to select specific profiles to register the invoice or subscriptions on |
Learn more on how to configure the Teamleader integration and your environment in our related articles.