What is Twinfield?
Twinfield is an accounting service that can be used to forward invoices to Twinfield.
Twinfield is only available for distributors
Please note: activation by Premium ID required + implementation costs apply
If you want to use Twinfield, let us know via [email protected] so we can activate Twinfield for you and inform you about the implementation costs.
Setting up Twinfield
Setting up Twinfield
Step 1: Once we've activated Twinfield, go to the "Instellingen" (Settings) --> "Boekhoudservice" (Accounting service) block in your Premium ID environment.
Step 2: Select "Twinfield" in the dropdown of the accounting service settings.
Step 3: Next, enter the office code of your Twinfield environment. In Twinfield, you can find this code at the top right, next to the company name.
Step 4: Enter the office code in your Premium ID environment and click "Opslaan" (Save)
Step 5: Now click the "Autenticeren bij Twinfield" (Authenticate with Twinfield) button.
Step 6: Log in to Twinfield and grant permission
Step 7: The integration is now activated and can be configured further in Premium ID.
Enter the code for the accounts receivable control account (required)
Enter the code for the revenue ledger account (required)
Enter the code for the ledger account for rounding differences (required)
Specific debtor for payment service invoices (optional)
For invoices paid via a payment service, you can set up a specific debtor (to make clear that the payment comes from a payment service such as MultiSafepay or Mollie. For example, a debtor in Twinfield called: "via payment service")
Forward invoice as final (optional)
Then enter the VAT codes as they are known in your Twinfield environment.
Finally, click "Opslaan" (Save) and the integration is ready for use.
Using Twinfield
Using Twinfield
Once the integration is fully set up, all invoices created from that moment on are automatically forwarded to Twinfield. In the invoice overview via the "Facturen" (Invoices) block, you can see for each invoice whether it has been sent to Twinfield or not. If something went wrong, this is also shown here, including what went wrong, and you can try sending the invoice again.
Matching on debtor number
Matching on debtor number
The right debtor in Twinfield is matched based on the debtor number you've entered for your customer in the customer environment. This works as follows:
Option 1 - Debtor number per branch
In your customer's environment, you can enter a debtor number for each branch you've added. If a user orders from this branch and invoicing is set up so that the ordering branch is also used as the invoicing branch, the system will make the match in Twinfield based on the debtor number entered for this branch.
Option 2 - Debtor number per customer environment
In your customer's environment, you can also set 1 fixed debtor number. For every invoice that is sent, the system will look at the debtor number you've entered in the customer environment under "Instellingen" (Settings) --> "Bedrijfsgegevens" (Company details) --> "Debiteurnummer" (Debtor number).
Please note!
The system always checks first whether a debtor number has been entered at branch level. If the system can't find a debtor number for the branches, it will check whether a general debtor number has been entered in the customer environment under "Instellingen" (Settings) --> "Bedrijfsgegevens" (Company details) --> "Debiteurnummer" (Debtor number).
Was the system unable to match a debtor in Twinfield? Then you'll also see an error message in the invoice overview in your Premium ID environment, stating that no debtor number could be found in Twinfield.