Easybook Integration: Syncing Data from Freightek to Easybook

I. Syncing Sales Invoices (Revenue) from Freightek to Easybook

1. Push data to Easybook - Create a Draft Sales Invoice

On Freightek: Accounting → Revenue & Cost → Revenue

Step 1: Select the invoice you want to sync → Actions → Sync data to connected Apps

Step 2: Enter the accounting accounts. You can configure default accounts if you frequently use the same codes.

• Debit Account

• Credit Account

• VAT Contra Account

After entering the accounts → click Confirm to sync.

Step 3: Check sync status

• If successful → Green message: “Sync data Easybook Success”

• Column Sync Data to Connected App will display confirmation

• Column Integration Sync Created By will show the icon of the person who synced

2. Retrieve E-Invoice Number from Easybook into Freightek

After the electronic invoice is successfully issued in Easybook:

• Click the green “Get Invoice Number” button

• The official invoice number will appear in Invoice No. Easybook

3. Combine Multiple Freightek Invoices → Sync as One Entry into Easybook

Step 1: Go to Report → SOA

Step 2: Select the invoices → Actions → Download SOA

Step 3: Go to SOA Payment tab → tick the combined SOA entry → Actions → Sync data to connected App

II. Syncing Vendor Invoices (Cost / Received Invoices) on Freightek: Accounting → Cost

Step 1: Select the vendor invoice → Actions → Sync data to connected Apps

Step 2: Enter:

• Debit Account

• Credit Account

• VAT Contra Account

Click Confirm.

Step 3: Check sync status

If successful:

• Green message: “Sync data Easybook Success”

• Columns update similar to Revenue Invoice sync

III. Cash Receipts, Cash Payments & Bank Transfers

1. CASH RECEIPT - Sync to Easybook

When recording a receipt in Freightek:

Step 1: Perform Make Receipt Record as usual.

Step 2: In the Make Receipt Record screen:

• Payment method = Cash

• Enter Debit Account & Credit Account

Step 3: If no error message → sync completed successfully.

2. CASH PAYMENT (Phiếu Chi) - Sync to Easybook

When recording a payment:

Step 1: Perform Make Payment Record as usual.

Step 2: In the form:

• Payment method = Cash

• Enter Debit Account & Credit Account

Step 3:
If successful → a Cash Payment Voucher is created in Easybook.

3. BANK TRANSFER - Debit Note

Created when payment is made via bank transfer.

Step 1: Perform Make Payment Record

Step 2: Enter accounts and choose: Payment method = Bank Transfer

Note: You must set up Provider Bank Accounts:

• Enter provider bank information

• Set the correct bank in Invoicing Information

Step 3: If successful → a Bank Transfer Payment Voucher is created in Easybook.

4. BANK DEPOSIT - Credit Note

Created when receiving customer payment via bank transfer.

Step 1: Perform Make Receipt Record

Step 2: In the form:

• Payment method = Bank Transfer

• Select “Deposit to Account” (bank account from Company Profile)

Step 3: If successful → a Bank Receipt Voucher is created in Easybook.

IV. Important Notes

All customers, suppliers, and charge codes must have a valid ID/Code

Otherwise, syncing will fail.

Account codes displayed in Freightek come directly from Easybook

Description field in Freightek = description printed on vouchers in Easybook

If any sync error appears

Report it to the shared support group (Company x Freightek x Easybook)

Freightek only syncs data that already exists on Freightek

All further accounting activities must be completed directly inside Easybook.