Accounting Integrations

Accounting integrations help teams send approved invoices from Cybership to their accounting system and keep billing workflows connected.

Accounting delivery on invoices

Every invoice records the delivery method and accounting destination that applied when the invoice was created or approved. This keeps the invoice history clear even if you later change an invoice schedule, change the team default integration, reconnect QuickBooks, or rename an integration.

The invoice delivery column can show:

• Manual / Cybership: the invoice stays in Cybership. This is the system-managed accounting destination used for no-delivery and email-only invoices.
• Manual / Email: the invoice is sent by email from Cybership. The merchant needs a billing email or company contact email.
• QuickBooks / Accounting: the invoice is sent to the selected QuickBooks company when approved, based on the integration sync mode.

Invoice schedules and merchants

Invoice schedules decide which merchants are included in automated invoice generation and how those invoices are delivered.

• A merchant can belong to only one active invoice schedule at a time.
• If a merchant is not on a schedule, Cybership will not generate scheduled invoices for that merchant.
• Scheduled invoices automatically attach unallocated charges created inside the invoice period.
• Charges outside the invoice period can still be added manually with Add existing charges when the invoice is editable.
• If a schedule delivers to accounting, the selected accounting integration must be active and ready before invoices can sync.

When creating a new merchant, you can choose an invoice schedule and complete any required accounting customer setup in the same flow. This avoids creating a merchant that still needs separate invoice delivery setup afterward.