Connecting Rompslomp and creating a draft invoice

When you complete a project, 4planning can put a draft invoice in your accounting software. To do that, you connect your Rompslomp administration once; other accounting packages aren't supported yet. The invoice always stays a draft: you check and send it yourself in Rompslomp.

Step 1: Create an API key in Rompslomp

1. Log in to Rompslomp and go to My account › My API tokens.
2. Create a new key and give it the right to manage invoices.
3. Copy the key.

Step 2: Connect it in 4planning

1. Go to Projects and click Accounting at the top.
2. Paste the key into Rompslomp API key.
3. Leave Connection active switched on and click Save and test.

4planning first tests the key with Rompslomp and only stores it (encrypted) once it works. If you have more than one administration, the Administration dropdown appears: choose the right one and click Save and test once more. If the key isn't allowed to manage invoices, you're told straight away.

Want to use a different key later? Paste the new one and save again. If you leave the field empty, the existing key is kept. Delete removes the connection completely.

Step 3: Create a draft invoice when completing a project

1. Open the project and set the status to Completed.
2. Tick Create a draft invoice in Rompslomp.
3. Click Save.

Only administrators see this checkbox, and only as long as no invoice has been created for this project yet.

Forgot it when completing the project? The project's side column then shows No invoice yet with the button Create draft invoice.

What goes on the invoice

• the project's materials (for a project from a quote, those are the quote lines), with the quote's discount;
• the hours, kilometres and materials from the billable job sheets for this project that haven't been invoiced yet;
• a deposit received as a deduction line, so your customer doesn't pay it twice.

Once it's created, the side column shows Draft invoice in your accounting software, with a link to the invoice in Rompslomp. Job sheets that were included are marked as invoiced.

Frequently asked questions

• Could a second invoice be created by accident? No, 4planning remembers per project that a draft invoice already exists and never creates a second one. Job sheets are also included only once.
• Does 4planning send the invoice to my customer? No, it arrives in Rompslomp as a draft. You check the lines and the VAT rate and send it from there.
• Does this also work with Moneybird, e-Boekhouden or SnelStart? Not yet, for now only with Rompslomp.
• I set the status to Completed, but I don't see the checkbox. Check that the connection is active and that you're an administrator. If there's already an invoice for this project, the checkbox doesn't appear either.