Overview
The InvoiceXpress integration connects operational and payment events to InvoiceXpress, enabling automated invoicing, reconciliation, and invoicing workflows through Kapta Integrators.
This integration is typically used to issue invoices and receipts automatically, keep invoice statuses synchronised with payments, and reduce manual accounting work.
Typical use cases
- Automatically create invoices and receipts
- Synchronise customers and invoicing data
- Automatically settle invoices when payments are confirmed
- Send internal notifications for invoicing lifecycle events
Supported events
These events are issued by InvoiceXpress and consumed by Kapta to trigger automated workflows.
The integration listens for the following InvoiceXpress events:
- Invoice created
- Invoice updated
- Invoice finalised
- Receipt issued
- Credit note issued
Data flow
The integration follows a predictable and auditable event-processing pipeline.
- A connected system issues an event
- Kapta receives and validates the payload
- Data is normalised and mapped to internal models
- Workflows are run according to configured rules
- Statuses and identifiers are synchronised between systems
Invoicing and payment behaviour
When invoicing integrations are active, Kapta can:
- Create invoices automatically based on received events
- Issue receipts when payments are confirmed
- Handle credit notes and invoice cancellations
- Maintain references between source records and InvoiceXpress documents
Configuration
Integrations are configured once and centrally maintained by Kapta.
Configuration is handled by the Kapta team and typically includes:
- API credential configuration
- Event selection and filtering
- Data mapping between source systems and InvoiceXpress
- Definition of invoicing rules and workflow activation
No client-side development is required.
Limitations
- Invoice issuance depends on the availability of the InvoiceXpress API
- Some document types may require additional configuration
- Historical documents may require a separate import process
Security and compliance
All data is transmitted securely through encrypted connections. Access is restricted to authorised systems, and credentials are stored securely.
Invoicing and payment data is handled in accordance with Portuguese and European Union requirements, where applicable.
Frequently asked questions
Does this integration support multiple InvoiceXpress accounts?
Yes. Multiple InvoiceXpress accounts can be connected and isolated per integration.
Can workflows be customised by product or activity?
Yes. Rules can be defined based on booking attributes, products, or payment status.
Is real-time processing supported?
Yes. Events are processed near real time, depending on delivery by InvoiceXpress.
Need help or changes?
This integration is managed by the Kapta team. If you need adjustments, additional events, or invoicing rules, contact support to discuss your requirements.
