Connect Exact Online: invoice straight from the record

What does the integration between stipt and Exact Online do?

The integration connects your customer work in stipt with your books in Exact Online. From a record you click Send to accounting and stipt creates the invoice in Exact: the customer is created or matched if they already exist, the invoice lines and VAT carry over, and the invoice is processed in your administration right away.

After that stipt tracks the payment status for you: once the invoice is paid (or partially paid) in Exact, you see it on the record. No double entry between your CRM and your accounting, and no retyped invoice lines with mistakes in them.

How do I connect Exact Online to stipt?

An admin installs the Accounting module via Settings > Module center; it is off by default. In its settings, pick Exact Online as your package and click Connect: you log in on Exact's own login page and grant stipt access. Then choose the administration stipt should work in; all customers and invoices go there.

In the settings you also pick the sales journal, the payment condition, optionally a cost center, and the item group. Those lists come straight from your administration. Set the revenue ledger account too, because without one Exact may refuse an invoice, and choose whether invoices are booked as final or left as a draft for your bookkeeper. Finally, enable the Accounting block on the record types you want to invoice from.

Connecting and settings are for admins. Invoicing is open to admins and to users with the Accounting right. Accounting is an extra module: €10 per Admin and User seat per month on annual billing (€12 on monthly billing), while it is on.

How do I send an invoice from stipt to Exact Online?

On the record, click Send to accounting in the Accounting block. The invoice lines come from the Products module: your quote lines and manually added lines. In the wizard you tick which lines to include, choose how to invoice and check the description. Each line uses 21%, 9%, 0% or reverse‑charged VAT; the actual booking is done by Exact based on the VAT code. stipt looks up the customer in Exact by the accounting customer code you enter on the organization first, then by name; only if they are not there yet does stipt create them.

After sending, stipt books the invoice as final in Exact, with an invoice number, or leaves it as a draft if that is how you set it up. Once your bookkeeper makes the draft final, the status in stipt moves to Sent by itself. stipt does not email the invoice to your customer; you send it from Exact the way you always do. See the quotes guide for how quote lines work.

Can I invoice in installments from stipt?

Yes. You define payment schedules in the settings, for example 30/30/40, and pick one when sending; custom percentages that add up to 100 work too. Each installment becomes its own invoice in Exact, with every line scaled to the installment percentage. The description is filled in for you, such as 1st installment 30% and final payment 40%.

The first installment goes out right away. Later installments show as Planned in the Accounting block, and you send them with one click when it is time. Without a schedule everything is invoiced at once. If there is already an invoice and no installment is planned anymore, you create a follow‑up invoice, for example a final invoice that deducts an earlier down payment.

How do I see in stipt whether an invoice is paid?

The Accounting block shows a status per invoice: Planned, Draft, Sent, Partially paid, Paid, Credited or Failed. stipt checks open invoices with Exact periodically, so a payment comes in even when nobody has the record open. stipt only marks an invoice Paid once Exact confirms it as settled. Use Refresh status to fetch the current state right away.

If your bookkeeper still edits a draft in Exact, stipt takes over Exact's amounts, so the record shows what was actually invoiced. How the block displays payment is up to you: as a status, a percentage or an amount. Sent invoices, partial payments and full payment also appear on the record's timeline.

Is the Exact Online integration secure?

Yes. The integration uses the official Exact Online API with OAuth: you log in with Exact itself and stipt never sees your password. Access tokens are stored encrypted. If the connection stays broken for a while, the admins get an email with a link to the settings.

You can disconnect at any time in the settings. Nothing gets deleted: everything already in Exact stays there, and you can reconnect later.