To setup the InvoiceXpress Integration, contact InvoiceXpress.com and create an account. They will assist you with the setup from their side.
In Deskworks, open a ticket and request the InvoiceXpress integration.
To integrate with Deskworks:
- Login to your InvoiceXpress account.
- Go to Account Preferences > API
- Create an API key if one is not already visible:
- In Deskworks, go to SETTINGS> INTEGRATIONS SETUP.
- Enter your Account Name and API Key.
- Select a Default Tax Exemption Reason. This will be sent with any invoice that is tax exempt. InvoiceXpress can advise on the best one to use.
- Go to SETTINGS>FACILITY, click the EDIT button
- Be sure your Tax ID is correct
- Be sure your tax rate (or multiple tax rates) are correct. See other tax Knowledgebase articles for more information on creating and using tax rates.
- Enter your Account Name and API Key.
That's it! The integration is complete and will function automatically.
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