Description: This tool connects Framework360 with the Fattura24 service, allowing you to generate, manage, and send fiscal documents (Invoices, Receipts, Proformas) directly from completed sales orders.
What is it for? (Practical examples)
- Quick generation: Automatically converts a sales order into an official fiscal document (Invoice, Receipt, Proforma) with a single click.
- Sending automation: Schedules automatic sending of the document to the customer via email (and optionally SMS) as soon as payment is received.
- Centralized accounting: Synchronizes sales data and generated documents with your Fattura24 account, facilitating accounting management.
Main Features
1. Document Management in the Order
Within each sales record in the "Sales Invoicing" module, there is a dedicated panel for the Fattura24 integration.
- Document Creation: If the document has not yet been generated, you can select the desired type (Invoice, Receipt, Electronic Invoice or Proforma) and enter a subject. By clicking on "Generate document," the order data is synchronized with Fattura24.
- Supported types:
- Receipt
- Invoice
- Electronic Invoice
- Proforma
- Download Document: If the document has been generated on Fattura24, a button is available to download it in PDF format.
- Delete Document: It is possible to delete the reference to the created fiscal document.
> Important Note: Due to external service limitations, to modify or completely delete a generated fiscal document it is necessary to access the Fattura24 panel directly.
2. Customization and Sending (Email and SMS)
After generation, you can prepare sending the document to the customer using the "Customize email" or "Send document" function.
- Email Customization: A modal window opens allowing you to:
- Edit the message body and title using an advanced editor.
- Customize the email subject.
- Add custom email recipients (in addition to the customer's address).
- SMS Notification (Optional): You can enable sending an SMS notification to the customer.
- You can specify custom SMS recipients (in addition to the customer's number).
- You can select the sender of the message (e.g., MS Agenzia, FW360).
- You can customize the SMS text.
- Sending Scheduling: For standard invoices, you can schedule automatic sending of the document as soon as payment for the order is received.
How to configure
Configuration takes place in two phases: API connection and general settings.
1. API Connection
To activate the integration, it is necessary to establish a connection with the Fattura24 service:
1. Access the plugin configuration section.
2. Enter your Fattura24 API Key in the appropriate field.
3. The system will verify the key and establish the connection.
2. Configuration Options
| Option | Description |
|---|---|
| Email inbox | Specifies the email address that will be used as sender (Reply-To) for sending documents via Fattura24. |
| INPS surcharge | Select this option to automatically apply a 4% INPS surcharge on generated documents. |
| Ignore mandatory fields | If enabled, allows generating fiscal documents even if customer data (VAT number or Tax Code) have not been entered or are invalid. |
| Document notes | Enter here text that will be automatically added as a footer note on all generated fiscal documents. |
3. Tax Configuration
It is essential to map VAT rates (Taxes) used in your system with fiscal descriptions required by Fattura24.
- For each tax percentage present in your system (e.g., 0%, 4%, 10%, 22%), enter the corresponding fiscal description (e.g., "Standard VAT", "Exempt art. X").
Automatic Integrations
Automatic Email Generation
You can pre-configure automatic sending of documents to customers as soon as payment for an order is received.
1. In the configuration panel, enable the option "Automatically send email upon payment receipt".
2. Define a default Subject and Personalized Message for this automatic email.
3. Optionally, also configure automatic sending of an SMS notification.
> Advantage: The system will handle generating the document on Fattura24 and sending it to the customer without manual intervention.
Display in Sales Orders
The module adds a column in the sales orders table showing immediately whether a fiscal document has been generated for that order and what type it is (e.g., Invoice, Receipt), with distinctive icon and color.
Payment Status Update
When a payment is registered for an order, the system updates the status of the generated fiscal document (from unpaid to paid) and synchronizes this information with Fattura24.
