CRM × Moneybird

Automatic e-invoicing for every payment you receive.

Moneybird Invoicing turns completed payments into compliant Peppol invoices, or a clean email fallback, the moment a customer pays. No spreadsheets, no manual entry, no missed invoices.

Install from the marketplace Read the docs

Stop creating invoices by hand

Manual invoicing after every payment is slow, error-prone, and easy to fall behind on. Moneybird Invoicing watches your workflows and creates the invoice automatically, every time.

01

Install

Install Moneybird Invoicing from the marketplace on your company or a single account.

02

Connect Moneybird

Click "Connect Moneybird" in Settings and pick your administration. No API keys to copy around. This requires your own separate, paid Moneybird account.

03

Map KVK (optional)

Point us at the custom field in your CRM holding a customer's Chamber of Commerce (KVK) number. Moneybird routes Peppol on the KVK number, not the VAT number.

04

Add the workflow action

Drop the "Create Moneybird invoice" action into a workflow, right after your payment step.

Built for how businesses actually invoice

Everything you need to keep invoicing correct, visible, and out of your inbox.

Peppol e-invoicing

Compliant invoices delivered straight over the Peppol network, the moment a payment completes.

Smart email fallback

No KVK number on file? Moneybird Invoicing sends a proper invoice by email instead, with a UBL attachment.

Full invoice log

Every invoice, every status, one dashboard. Retry a failure or resend without VAT in a click.

Needs-review, handled

VAT errors and missing email addresses are flagged for review, never silently dropped.

Usage & plan tracking

See exactly how many invoices you've used this month, right on your dashboard.

Billed through your CRM

Overage is billed through your existing CRM account. No separate invoice to manage.

Automatic alerts

Add a notification email in Settings and get emailed the moment an invoice needs review or fails. No workflow to build.

Pricing

Pricing for Moneybird Invoicing has not been finalised yet. Get in touch if you want to start using the app now.

You'll need your own separate, paid Moneybird account to create invoices. You purchase and manage that directly with Moneybird; it isn't billed through us.

Frequently asked questions

Is a Moneybird account included?

No. You need your own separate, paid Moneybird account to use the app. You purchase and manage that account directly with Moneybird; it isn't included in the pricing above and isn't billed through us.

What is Peppol, and why does it matter?

Peppol is the pan-European electronic invoicing network many businesses and public bodies now require. Sending invoices over Peppol means they arrive instantly, validated, and ready to process automatically on the other end.

What happens if a customer has no KVK number?

Moneybird Invoicing sends the invoice by email instead of Peppol, so nothing gets stuck. You can also disable email delivery to individuals (B2C) entirely from Settings if you'd rather send those manually.

What counts as "an invoice" for billing purposes?

Nothing right now: pricing hasn't been finalised, so app usage isn't charged. Your Moneybird subscription may have its own monthly invoice cap, though.

Can I fix a failed invoice?

Yes. The dashboard flags anything that needs attention, like an invalid VAT number or a missing email address, and lets you retry, send without VAT, or mark it as manually resolved.

How secure is the connection?

The Moneybird connection uses OAuth: you grant access inside Moneybird itself, and we never see your password. We only request the permissions needed to manage invoices and contacts. That access and your CRM access are stored encrypted, and you can disconnect at any time from Settings.

Will I know if something goes wrong?

Yes. Add a notification email on the Settings page and you'll get emailed automatically whenever an invoice needs review or fails, no workflow or automation setup required.

Ready to stop invoicing by hand?

Install from the marketplace