Dashdoc API Documentation
  • πŸ‘‹GET STARTED
    • Introduction
    • Core API concepts
      • Authentication
      • External identifiers
      • Date and time formats
      • Requests and filters
      • Pagination
      • HTTP status codes
      • Rate limiting
      • Send documents
    • Understand the data model
      • Transport - Segment - Delivery
      • Origin/Destination sites
      • Company - Address
      • Trucker
  • πŸ”INTEGRATE YOUR SOFTWARE
    • How to integrate your software with Dashdoc
    • Setup
      • Create a sandbox account
      • Get the API token
      • Make an authenticated request
  • πŸŽ“USE CASES AND TUTORIALS
    • Shippers (ERP, WMS) πŸ”€
      • Create a simple transport as a shipper
      • Manage the address book
    • Carriers πŸš›
      • Create a simple transport as a carrier
      • Create a multi-deliveries transport as a carrier
      • Create a break in a transport (segment)
      • Charter whole or part of a transport - AffrΓ¨tement
      • Manage truckers
      • Create and follow rental orders
      • Handle Qualimat transports
    • Retrieve transport data 🏁
      • Get last updated transports (Poll vs. webhooks)
      • Get status updates with dates and times
      • Get load information (quantity, weight...)
      • Get mileage from transport
      • Get documents and photos with their type
      • Get observations from trucker / signatory
      • Get information about washings
      • Filter transports created by your truckers and partners
    • Invoicing πŸ’°
    • Dashdoc Wam ♻️
      • Create a Waste Form
      • Sign a Waste Form as Organizer
      • Create a Transport for a Waste Form
      • Find the transport linked to a waste form
  • ☁️WEBHOOKS
    • Webhooks
  • πŸ“±MOBILE APP
    • Use the mobile app to simulate transports
  • πŸ’‘UPGRADES
    • Upgrading API from v3 to v4
  • πŸ“šAPI Reference
    • API v4 Reference
    • List of all endpoints for v4
      • Addresses
        • Security Protocol
      • Adr Un Codes
      • Carbon Footprint
        • Transport Operation Categories
      • Companies
      • Contacts
        • Invite
      • Deliveries
        • Add Round
        • Cmrs
      • Dock Activities
        • Mark Loaded By Dock
        • Mark Unloaded By Dock
      • Invoices
        • Items
        • Mark Paid
        • Mark Not Paid
      • Managers
        • Invite
        • Me
        • Set Company
      • Manager Truckers
        • Lease
        • Generate Invite Code
        • Unavailability
      • Security Protocols
      • Segments
        • Assign
        • Break
        • Charter
      • Tracking Files
      • Sites
        • Mark Done
        • Enable Eta
      • Support Types
      • Supports Exchanges
      • Telematics
        • Vehicles
        • Traces
      • Trailers
        • Unavailability
      • Track Dechets
      • Transport Loading Plans
      • Transport Messages
      • Transports
        • Charter
        • Assign
        • Archive
        • Merge To Trip
        • Mark Done
        • Mark Invoiced
        • Mark Paid
        • Cancel
        • Confirm
        • Decline
        • Revenue Split
        • Cmrs
        • Effective Price Lines
        • Loads Constraints
      • Transport Status
      • Transport Templates
      • Scheduler
        • Trips
          • Set Name
      • Vehicles
        • Unavailability
      • Wam
        • Contacts
        • Forms
          • Sign As Organizer
          • Create Transport
          • Loads
        • Companies
          • Details
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On this page
  • Level 1: Driven by Dashdoc
  • Level 2: Driven by third party
  • Level 3: Generic integration

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  1. USE CASES AND TUTORIALS

Invoicing πŸ’°

Dashdoc supports the invoicing of transports. In order to do that, it relies on third party software to manage a catalog of items (accounting breakdown, VAT rate), numbering invoices sequentially and generate pdf.

There are three level of integration for invoicing software:

Level 1: Driven by Dashdoc

This is the most advanced level of integration, it is in place for a limited number of third party (Quickbooks and Pennylane so far). Dashdoc chooses and implements these integrations to ensure the best user experience possible.

With this level of integration, Dashdoc drives the invoicing software directly through API:

  • Dashdoc authenticates itself with the third party

  • Dashdoc pulls the catalog of articles and keep it in cache

  • Dashdoc creates and updates customers information into the third party

  • Dashdoc creates invoices in the third party once they are finalized

    • updates the invoice number in Dashdoc with the one provided by the third party

    • fetches a pdf version of the invoice and attach it to the Dashdoc invoice

Level 2: Driven by third party

This is the level recommended when integrating an invoicing software not supported by Dashdoc to provide a good user experience.

With this level of integration, the third party is in charge:

  • The third party authenticates with Dashdoc

  • The third party syncs its customer database with Dashdoc

    • links new customers created in Dashdoc with its own list

    • ensure the customer information is equivalent between both parties

  • The third party pushes the list of articles to Dashdoc

    • only a label and the id of the article, no VAT details

  • The third party pulls the invoices created by users in Dashdoc

  • The third party updates the invoices in Dashdoc

    • updates the invoice number

    • uploads a pdf version of the invoice

This diagram shows the flows that need to be set up between third party software and Dashdoc, based on the available API.

Level 3: Generic integration

In this configuration, the third party software is integrated using the general API without specifically using the dedicated invoicing API endpoints and the invoicing lifecycle in Dashdoc.

The user experience with this kind of integration has no guarantee as it strongly relies on the way the integration is done and the third party.

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Last updated 1 year ago

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