Sellsy

What the Sellsy integration enables

Billabex uses Sellsy billing and payment events to automate overdue follow-up with accurate real-time context. Sellsy combines CRM and invoicing in a single platform, and this integration takes advantage of that by pulling both billing data and customer relationship context into your collection workflows. The result is smarter, better-timed reminders that respect the full picture of your customer interactions.

Why it matters

• Better coordination across teams — sales, finance, and collections all work from the same customer data, reducing miscommunication and duplicate outreach.
• Less manual reminder work because Billabex handles follow-up sequences automatically based on invoice due dates and payment statuses from Sellsy.
• Centralized receivables visibility that combines Sellsy billing data with Billabex collection activity in a single, actionable dashboard.
• Maintained data integrity, since the integration is read-only and does not modify any records in your Sellsy account.

How it works

Billabex connects to your Sellsy account through a secure, read-only API integration. Once authorized, it synchronizes your customer invoices, credit notes, payment statuses, and contact information on a continuous basis. When an invoice becomes overdue, Billabex automatically triggers the reminder workflow you have defined. Payment events in Sellsy are reflected in Billabex in real time, so follow-up sequences pause or stop the moment a payment is recorded or a credit note is applied.

Key benefits

• CRM-enriched collections: Because Sellsy combines CRM and billing, Billabex can leverage richer customer context to personalize follow-up messages and timing.
• Real-time payment awareness: Every payment recorded in Sellsy is immediately reflected in Billabex, eliminating the risk of sending reminders on settled invoices.
• Automated escalation paths: Define multi-step reminder sequences with increasing urgency, and let Billabex manage the entire workflow without manual intervention.
• No changes to your Sellsy setup: The read-only integration requires no custom configuration, plugins, or modifications to your existing Sellsy workflows.
• Improved cash flow predictability: Consistent, automated follow-ups reduce payment delays and give your finance team more reliable cash flow forecasts.

Getting started

1. In your Billabex dashboard, navigate to the Integrations page and select Sellsy. Authenticate with your Sellsy API credentials to establish the secure, read-only connection.
2. Billabex will import your invoices, credit notes, and customer contacts from Sellsy. Review the initial sync to confirm that all records are mapped accurately.
3. Configure your reminder workflows and escalation rules, then activate the integration to start automating your collections on Sellsy receivables.