> ## Documentation Index
> Fetch the complete documentation index at: https://docs.paywise.de/llms.txt
> Use this file to discover all available pages before exploring further.

# Billomat

> Send open and overdue invoices from Billomat to paywise — including reminders and partial payments

# paywise for Billomat

<div style={{width: '64px', height: '64px', background: '#ffffff', borderRadius: '10px', display: 'flex', alignItems: 'center', justifyContent: 'center', padding: '10px', boxSizing: 'border-box'}}>
  <img src="https://mintcdn.com/paywisegmbh/wAdTkukMeudh23V7/images/integrations/billomat-icon.png?fit=max&auto=format&n=wAdTkukMeudh23V7&q=85&s=cce11084f5f7ec1b7fd1d3ec09aaf98b" alt="Billomat" style={{width: '100%', height: '100%', objectFit: 'contain', display: 'block'}} noZoom width="128" height="128" data-path="images/integrations/billomat-icon.png" />
</div>

Connect your Billomat account to paywise and hand open and overdue invoices to
collection in a few clicks. The invoice PDF, customer data and recorded partial
payments come along automatically — as do the **reminders you sent from Billomat,
including dunning fees**.

<Note>
  paywise reads from Billomat and never writes back. Nothing in your bookkeeping is
  changed, cancelled or marked as paid.
</Note>

## Before you start

<Warning>
  Billomat API access requires the **Business plan or above**. On the Professional plan
  no API key can be created.
</Warning>

* A Billomat account on the Business plan or above.
* Your **Billomat ID** and an **API key** (see below).
* A paywise account.
* No active DATEV import may exist for your paywise company. Deactivate it under
  **DATEV Einstellungen → Gefahrenzone → Integration deaktivieren** before
  connecting Billomat.

### What paywise reads

| Data                         | Why paywise needs it                             |
| ---------------------------- | ------------------------------------------------ |
| Invoices                     | The open receivables you submit                  |
| Customers                    | The debtor's name and address                    |
| Payments on the invoice      | The amount actually outstanding                  |
| Reminders and reminder items | Reminder date, deadline, amount and dunning fees |
| Invoice and reminder PDFs    | The evidence attached to the case                |

The API key is used read-only.

## Finding the Billomat ID and API key

Inside paywise this guide is available at any time via **Anleitung öffnen** (*open
guide*) on the Billomat page.

Your **Billomat ID** is in the address of your Billomat account: for
`https://muster.billomat.net` it is `muster`.

Create the **API key** like this:

<Steps>
  <Step title="Open settings">
    In Billomat, click the gear icon **Einstellungen** (*Settings*).
  </Step>

  <Step title="Open users">
    Under **Administration**, open **Nutzer** (*Users*).
  </Step>

  <Step title="Edit the user">
    On the desired user, click **bearbeiten** (*edit*) at the top right.
  </Step>

  <Step title="Enable API access">
    Under **API Zugriff**, tick **aktivieren?** (*enable?*).
  </Step>

  <Step title="Show and copy the key">
    Click **API-Schlüssel anzeigen** (*show API key*) and copy it.
  </Step>

  <Step title="Save">
    You must click **Speichern** (*Save*) — without saving the key is not active.
  </Step>
</Steps>

## 1. Connect Billomat

<Steps>
  <Step title="Open the connection page">
    Go to [app.paywise.de/connect/billomat/](https://app.paywise.de/connect/billomat/).
  </Step>

  <Step title="Enter the Billomat ID">
    In **Billomat-ID**, enter only the name — without `https://`, without
    `.billomat.net` and without slashes.
  </Step>

  <Step title="Paste the API key">
    Paste the copied key into **API-Schlüssel**.
  </Step>

  <Step title="Connect">
    Choose **Verbinden** (*connect*). Connecting accepts the terms of use for the
    Billomat integration.
  </Step>
</Steps>

Once connected, the page shows **Billomat ist verbunden** with your Billomat ID and
the last characters of the stored key.

<Info>
  **Optional: your own request quota.** If you register your own app (e.g. "paywise")
  in Billomat under **Einstellungen → Administration → Apps**, the integration gets its
  own request quota instead of sharing one with your other integrations. Enter the
  **App-ID** and **App-Secret** when connecting — or leave both fields empty.
</Info>

## 2. Submit invoices for collection

<Steps>
  <Step title="Open the invoice picker">
    On the Billomat page in paywise, choose **Rechnungen einreichen**.
  </Step>

  <Step title="Pick the invoices">
    paywise lists your open and overdue invoices live from Billomat — with invoice
    number, customer, invoice date, due date, total and open amount.

    The **due date comes straight from Billomat**; paywise calculates nothing here.
    The **open amount** already accounts for recorded partial payments.
  </Step>

  <Step title="Check the debtor data">
    Name and address come from the Billomat customer, the invoice PDF is attached
    automatically. Review and correct anything missing.
  </Step>

  <Step title="Review the reminders">
    Reminders already **sent** for the invoice are imported automatically — with
    date, deadline, amount, reminder PDF and, where Billomat flags it as such, the
    **dunning fee**. If you dunned outside Billomat, add that by hand here.
  </Step>

  <Step title="Send the order">
    Confirm how collection should start, answer the legal questions, accept the terms
    and choose **Auftrag absenden**.
  </Step>
</Steps>

### Invoices that cannot be submitted

paywise decides collectability itself rather than trusting the Billomat status alone:

* **Invoices with no open amount.** An invoice is offered only if its Billomat status
  is *open* or *overdue* **and** an open amount greater than zero remains. That is
  deliberate: a fully paid invoice keeps the status *overdue* in Billomat if the
  payment was not booked with "mark invoice as paid".
* **Drafts and cancelled invoices.**
* **Incomplete recipient details.** paywise imports the invoice as an editable
  draft. Complete the name and address in paywise before submitting the order.
* **Already submitted** invoices are shown as *Eingereicht*.

## 3. Disconnect

On the Billomat page, choose **Verbindung trennen** and confirm.

paywise deletes the stored API key and stops reading invoices from Billomat. Orders
you already submitted are unaffected.

<Warning>
  **The key itself stays valid in Billomat.** Resetting or disabling API access in
  Billomat does not invalidate it. Contact Billomat support if the key must be
  invalidated completely.
</Warning>

## Troubleshooting

<AccordionGroup>
  <Accordion title="„Diese Billomat-ID gibt es nicht“">
    Check the name in your Billomat address. Enter only the name — without
    `https://`, without `.billomat.net` and without slashes.
  </Accordion>

  <Accordion title="„Der API-Schlüssel wurde nicht akzeptiert“">
    Check that API access was enabled **and saved** in Billomat. Without clicking
    **Speichern** the key is not active.
  </Accordion>

  <Accordion title="„App-ID oder App-Secret wurden von Billomat nicht akzeptiert“">
    Check both values in Billomat under **Einstellungen → Administration → Apps** —
    or leave the fields empty. Your own app is optional.
  </Accordion>

  <Accordion title="„Billomat ist derzeit nicht erreichbar oder das Anfragelimit ist ausgeschöpft“">
    Billomat limits requests per account and time window. Try again in a few minutes.
    If it happens often, register your own app in Billomat and store the App-ID and
    App-Secret — the integration then gets its own quota.
  </Accordion>

  <Accordion title="A paid invoice is still in the list">
    Check whether the payment is assigned to the invoice in Billomat. paywise decides
    on the open amount, not on the status.
  </Accordion>
</AccordionGroup>

## Questions

Write to [info@paywise.de](mailto:info@paywise.de).