Category: Documents and invoices (“מסמכים וחשבוניות”)
Connection: one for the whole organization, admins only
Connection: one for the whole organization, admins only
What it does in Lancer
- When Morning (Green Invoice) is the documents default, receipts, tax invoice-receipts, tax invoices and credit notes are issued in Morning (Green Invoice); the PDF is saved in Lancer. Proformas (“חשבון עסקה”) still come from Lancer.
- Import existing documents: documents issued in Morning (Green Invoice) are matched to clients (by tax id, email or name; a missing client is created), payments and payment requests. A nightly job imports the previous day’s documents.
- Allocation numbers via Morning (Green Invoice) (“מספרי הקצאה דרך הספק”): when your Tax Authority account is connected at Morning (Green Invoice), it requests the allocation number while issuing. Off: Lancer requests it from SHAAM and sends it with the document.
Connect
1
Open the integration
Open Settings → Integrations (“הגדרות” → “אינטגרציות”), at app.lancer-erp.com/app/settings/integrations. Under Documents and invoices (“מסמכים וחשבוניות”), find Morning (Green Invoice) and click Connect (“חיבור”).
2
Get your credentials
In Morning: Settings → Developer tools → API keys (“הגדרות ← כלים למפתחים ← מפתחות API”). Requires the Best plan or higher.
3
Fill in the card and save
Enter the details below and click Save (“שמירה”). Secrets are stored encrypted and never shown again; leave a secret field empty later to keep the stored value.
4
Next
In the Documents category, click Set as default (“הגדרה כברירת מחדל”) if you have more than one documents provider connected.
5
Finish
Optional: run Import (“ייבוא”) for a date range to bring in documents you issued before.
Only admins can view and change this connection.
What you need
string
The key’s id. In the app: “מזהה מפתח API (ID)”.
string
The key’s secret. Stored encrypted. In the app: “סוד (Secret)”.
Vendor documentation
Morning (Green Invoice) documentation
The official docs, at www.greeninvoice.co.il.