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How to connect Lexoffice to ToolMark

How to connect ToolMark with Lexoffice for automated invoicing and more.

Updated over 3 months ago

Information we need to get started:

  • API Key

  1. Login to lexoffice

  2. Click on the following link to create your API key: https://app.lexoffice.de/addons/public-api

  3. Click on Create API-Key

  4. Select "Key with all rights (recommended)

  5. Click next and enter "ToolMark" as Key description

  6. Check the ToS and click Create API-Key

  7. Copy the API-Key and enter it on ToolMark and click Save

  8. Last but not least, we have the “TAX” option in our dashboard. This is for people who need to set a specific TAX status for their transactions, as easybill itself does not set the correct TAX status. Simply select the option you need for TAX and click “Save.”
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Note: Invoices with more than 300 items will be split into multiple invoices."
Example: 610 items would be three invoices.
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"As an optional setting, you can specify whether your invoice should be generated as a draft or finalized immediately. You can also decide whether the invoice number should be included in the invoice – either in the invoice title or as free text in the invoice item."

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