Integration
Dinero integration
Connect Dinero to Herodesk and see your customer's contact details and invoices right next to every conversation.
Free VIP onboarding included for every customer.
Helpdesk for Dinero
Every invoice, right where you need it
Herodesk connects directly to Dinero and looks up the customer by their email address. Their contact details and full invoice history appear in the sidebar the moment you open the conversation.
- Everything in one place.
- Right next to your customer's question you get their Dinero contact details and every invoice with status, dates, totals and payment history.
- Reply to customers faster.
- With invoices at hand you no longer dig through Dinero to answer a billing question: the answer is already on screen, so cases close quicker.
- No more screen shuffling.
- Your support agents get customer and accounting context in one tool, without jumping between Herodesk and Dinero.
Features
Everything the Dinero integration includes
Connects in minutes and looks up the customer automatically by email.
- Automatic customer lookup
- Herodesk matches the conversation's email address to the Dinero contact and pulls their details in automatically.
- Contact details
- See the company name, VAT number, contact person, email, phone and full address from Dinero.
- Invoice overview
- Every invoice is listed with its number, date and total, colour-coded by status: draft, booked, paid or credited.
- Invoice details
- Open any invoice to see its dates, description and totals excluding and including VAT in the right currency.
- Payment history
- Each invoice shows its recorded payments with date, description and amount so you can see exactly what's been paid.
- Open in Dinero
- Jump straight to any invoice or the customer in Dinero in a single click.
- Download the invoice PDF
- Grab the invoice as a PDF from the sidebar without opening Dinero.
- Resend the invoice
- Send an invoice to the customer again directly from the conversation.
Give your team time back
Start your free trial with free VIP onboarding. Meet a product specialist online and get personal help until everything is up and running to your satisfaction.
Ken Primby
CEO · Pluspige
From a Herodesk customer
4–6
hours saved on cleanup after live sales
Read the customer story“Herodesk brought all our channels together, saved us several hours of manual cleanup after our live sales and gave the team a clear overview.”