Link sevDesk account
To link your existing sevDesk account to CoffeeCup, navigate to Settings -> Integrations -> sevDesk and click the "Connect" button.
Note: You can only connect your sevDesk account, when you have the permission "Extended Management".
In the follow video, we will show you the next steps:
Import customers from sevDesk
For smooth billing with sevDesk, we recommend importing your existing customer data into CoffeeCup. To do so, just click on settings -> integrations -> sevDesk -> settings.
Now click on the button "Import Clients from sevDesk" to start the import from sevDesk.
When you confirm the following dialog by clicking the "Import Clients from sevDesk" button, the following actions will be performed:
In case a client already exists with the same name within Coffeecup, the client and its contacts will be overwritten by the client information.
In case a client does not exist within CoffeeCup, a new client will be created.
Projects, time entries, and team data will not be affected by the import.
Attention: We recommend to check and if necessary to adjust the customer names before importing to avoid creating new customers.
After confirming the import, CoffeeCup will show you a summary of all newly created and updated customers.
To check the import, simply click on the "Manage clients" button to switch to the Project & Client- Board. If clients were imported from sevDesk a small sevDesk icon will be visible in the "connections" column.
Create invoices
In this short video you will learn how easy it is to create an invoice in CoffeeCup:
Invoices can be created from any area of CoffeeCup, such as the Project Board or the analysis of projects and time entries, among other places. Once the function is activated, a selection dialog box will appear where you can select a project intended for invoicing, or one that is already pre-selected.
Billing of projects
For fixed price projects, you can freely choose the amount to be billed as long as there is enough budget remaining.
For projects billed on a time and materials basis, the sum of the unbilled time entries within the specified time period is always used, instead of a variable amount. For example, if your team tracked 100 hours at an hourly rate of €95.00 on a project in the previous month, an amount of €9,500.00 will be transferred from CoffeeCup to sevDesk.
After you have selected the period to be billed and clicked the "Continue with sevDesk" button, you can select the way of creating the invoice items and specify whether you want to attach a performance record to the invoice.
After you have selected the amount to be billed and the billing period and clicked on the "Continue with sevDesk" button, you will automatically be redirected to your invoice in sevDesk. The client (if you have imported your clients as described above), the billing period and the invoice amount will be pre-filled.
Afterwards, you can easily send the invoice to your client via e-mail, mail or fax.
Monitoring incoming payments
CoffeeCup provides a convenient way to track your outgoing invoices. You can view the amount, date, and due date of your most recent invoices.
Once you have connected your sevDesk account, you can add the "Open Invoices" module to your dashboard. You can remove it at any time or create it again using the "Add module" function.
Disconnect sevDesk account
To disconnect your sevDesk account from CoffeeCup, navigate to settings -> integrations -> sevDesk and click the "disconnect" button.
Any questions?
If you still have questions about billing projects with sevDesk, please contact our support directly here in the chat or via E-Mail. We will be happy to help you at any time.