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Documents and fiscal (Ukraine) + Krokul CRM

Krokul CRM integrates with Checkbox and Vchasno.EDO. A payment received on a deal becomes a fiscal receipt in the Checkbox software cash register (PRRO), and an invoice, act or contract from the deal goes to Vchasno as a ready PDF and returns its signature status. Krokul connects to M.E.Doc on request through the Integration module of M.E.Doc itself. Other document exchange and PRRO services connect through the Krokul app in Zapier, Make, n8n, Albato and the API.

What your team gets

From payment to the buyer receipt

The payment.received event means the payment on the deal is posted as a fact. Krokul creates a Checkbox receipt with the invoice lines and sends it to the buyer by e-mail or SMS taken from the contact. The fiscal number and the receipt PDF stay on the payment, and a refund produces a return receipt on the same deal.

A signed act moves the deal

When the work is done, the act goes to Vchasno from the deal card. Krokul rereads the signature status, and a document with all signatures moves the deal to the stage set in the settings, firing card.statusChanged. A counterparty decline becomes an owner task. After clientCompany.created, a new client company gets a mark that shows whether it works in Vchasno.

Source documents for the accountant without retyping

The document.created event passes an invoice, act or delivery note with its lines and the client company details to M.E.Doc, and invoice.paid tells the accountant that the invoice is paid in full.

What to know

A cash register key signs the receipt on behalf of a cashier with an open shift, the parties sign the document in Vchasno, and the accountant prepares and files tax reports in M.E.Doc. Krokul gives these services the documents, payments and details from the deal, and keeps the fiscal number, the signature status and the file.

Questions and answers

Does every payment in Krokul become a receipt?

No, only those that match your rules. In the Checkbox connection settings you choose the payment forms and document types that are fiscalised.

Where does the PDF for Vchasno come from?

Krokul builds it from the same form you print from the document card and names the file the way the Vchasno guide requires.

Why does M.E.Doc connect on request?

M.E.Doc takes data from accounting systems through a module that runs next to the installed program. So the link is set up for your version of the program.

Missing something?

Tell us which service you use and what should move between it and Krokul. We reply with the way to do it and when it will be ready.

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