This guide was first published on 8 April 2024. Interface labels may vary by version.
Connect Sąskaita123 with Wantly to issue invoices from a commercial proposal.
1. Sign in to Sąskaita123
Sign in to your Sąskaita123 account and open the module settings.
2. Open the API section
On the module page, select API.
3. Create an API key
Scroll to the bottom of the API settings and select Create API key.
4. Configure the API key
Enter a name, for example “Wantly API”, select the permissions to grant to Wantly, and create the key.
5. Copy the API key
Copy the generated key. Treat it as a credential and share it only through the integration settings.
6. Open Wantly settings
Sign in to Wantly and open Settings, then General settings.
7. Open integrations
In the general integrations section, select Sąskaita123.
8. Save the connection
Paste the copied API key into the Sąskaita123 integration field and save.
9. Issue an invoice
In the proposal editor, open Integrations in the left settings bar. Select the invoice type and series, for example a pro forma invoice, and select Issue invoice.
10. Review and manage the invoice
After the page refreshes, the issued invoice is attached to the proposal. You can review or remove it there.
Before issuing invoices
- Create the required invoice series in Sąskaita123.
- For convenient invoice filtering, the usernames in Wantly and Sąskaita123 should match.
If you need help, contact the Wantly team through the contact page.
How could this process work for your team?
Let’s discuss your products, pricing logic and proposal workflow during a demo.
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