User Manual

This manual offers a more detailed description of each option available in Moneybird for Easy Digital Downloads.

Configuration

The plugin’s settings are available on Download > Settings > Extensions > Moneybird.

Not seeing all settings? Then you first need to authorize the plugin to have access to your Moneybird administration.

The authorization process of the plugin is detailed in the Getting Started part of the documentation.

Ledger Account

Select the general ledger account to which all sales should be posted in Moneybird. The Ledger Account option can be overwritten at Download level. If you wish a certain Download to be posted to a different Ledger Account, use the Ledger Account option in the Moneybird section of the corresponding download. Scroll to the Other Features section of this manual if you need help finding that option.

Workflow

Choose the workflow to be used in Moneybird for invoices created by Easy Digital Downloads. It’s important to make sure that you pick a workflow where the Prices are incl. tax setting matches with EDD’s Prices include Tax setting, which can be found under Downloads > Settings > Taxes.

Not having these settings matched will cause differences in tax calculation between the EDD order and Moneybird invoice.

0% Tax Rate

Automatic Tax Calculation will match tax rates in Easy Digital Downloads with tax rates in Moneybird, based on the information entered during checkout (VAT ID, country, etc.)

Choose the tax rate that should be used in Moneybird invoices if no matching tax rate will be found. Typically this is a 0% tax rate, hence the name.

Reverse Charge Tax Rate

The first step in Automatic Tax Calculation is deciding whether tax should be reverse charged.

Moneybird for Easy Digital Downloads offers full support for Barn2’s EDD EU VAT plugin and uses its data to decide whether tax should be reverse charged.

Choose the tax rate that should be used in Moneybird invoices if tax is reverse charged.

Store Location

Enter the two digit country code where the store is located. If your business only has an online presence, enter the country code of where the store owner lives. If your business also has brick and mortar stores, enter the country code of the headquarters.

Delivery Method

Choose which method should be used to deliver the invoice. If you deliver invoices to your customers using a 3rd party plugin or other method, choose Manual.

Use Load Balancer

Enabling is convenient for busy sites and will use message queueing to prevent hitting Moneybird’s API rate limit. The Moneybird API allows up to 150 API requests per 5 minutes, but syncing an invoice requires up to 5 separate requests. That’s why enabling this option will sync a maximum of 30 invoices per 5 minutes.

Synchronization Start Date

This option allows you to define from which date the Load Balancer should start looking for invoices to sync to the Moneybird API. Any invoices from date that and up will be added to the queue.

Create Payments

When enabled, this option will sync the Transaction ID of the EDD order as a Payment to Moneybird, marking the invoice as paid.

Enabling this option can be convenient if you’re using a payment provider, e.g. Stripe, PayPal or Mollie, because it can be used to further enhance automations between your payment provider and Moneybird.

Exclude Payment Gateways

Exclude payment gateways from sending invoices to Moneybird. Useful e.g. if you use a certain payment gateway for testing purposes.

Allow Downloading Invoices

When enabled, this option adds a column to the [edd_purchase_history] shortcode or EDD Purchase History block, called Download Invoice. Here, your customers will be able to view/download all their (credit) invoices.

Other Features

Moneybird for Easy Digital Downloads has a few other features outside of the settings screen, which allows for a fine integration with your Moneybird administration.

Override the Ledger Account at Download level

The above mentioned Ledger account in the plugin’s settings screen can be overridden at Download level. This means that you can book profits from a specific download to another Ledger account.

This settings can be found in the Edit Download screen, under Moneybird > Ledger Account.

Invoices sync status overview

This plugin adds a column to EDD’s Orders overview, called — surprise, surprise! — Moneybird.

This column gives you a quick overview of your orders’ sync status to the Moneybird API, so you don’t have to leave your admin area.

There’s three states: Synced (green), Sync (red) and Pending (yellow):

• Synced: the invoice is available in Moneybird, because synchronization was successfull.
• Sync: synchronization failed. Clicking the Sync button allows you to attempt to sync the invoice again.
• Pending: when the Use Load Balancer option is enabled, this state indicates that the invoice is not yet synced, but will be on one of the next runs.

View invoices

In the Order Attributes section of any EDD Order, this plugin allows you to view the synchronization status of the invoice and payment (if the Create Payment option is enabled). It also provides you with a link to the invoice.

For refunds a link to the credit invoice is also provided.

If synchronization of either has failed, a link will be provided to try again.