Morning

Connect Vayu with Morning to synchronize approved invoices with your Morning account.

The integration uses API credentials from Morning. After connecting, link each Vayu customer to the corresponding Morning customer before synchronizing invoices.

Before You Begin

Make sure you have:

• Access to your organization's Morning account.
• A Morning API Key and Secret ID.
• The appropriate permissions to manage integrations in Vayu.
• Existing customer records in Morning for the customers you intend to synchronize.

For help obtaining API credentials, see Morning's API documentation.

Connect Morning to Vayu

1. In Vayu, go to Integrations.
2. Select Morning.
3. Enter your Morning API Key.
4. Enter your Morning Secret ID.
5. Select Connect to Morning.

Vayu validates the credentials before establishing the connection. If validation fails, confirm that both values are correct and that the credentials remain active in Morning.

Configure Invoice Numbering

Choose how invoice numbers should be handled across Vayu and Morning:

• Keep invoice numbers separate: Vayu and Morning retain their respective invoice numbers.
• Use the Morning invoice number: The number assigned by Morning replaces the corresponding invoice number in Vayu after synchronization.

Select the option that matches your accounting and document-numbering requirements.

Link Customers

Customer synchronization with Morning is manual. Each Vayu customer must be linked to the corresponding customer in Morning before an invoice can be synchronized.

To link a customer:

1. Open the applicable customer in Vayu.
2. Locate the Morning integration settings.
3. Select the corresponding Morning customer.
4. Save the customer mapping.

Verify the mapping carefully. Invoices synchronized for that Vayu customer will be associated with the selected customer record in Morning.

Synchronize an Invoice

Approved invoices are synchronized to Morning manually.

Before synchronizing an invoice, confirm that:

• The Vayu customer is linked to the correct Morning customer.
• The invoice has been approved.
• The invoice currency and tax treatment are correct.
• The line items, discounts, dates, and totals have been reviewed.

Start the synchronization from the approved invoice in Vayu. Morning then creates the corresponding invoice using the available invoice data, including:

• Customer
• Currency
• Line items
• Discounts
• Tax treatment
• Invoice and due dates
• Purchase-order reference
• Billing-period details

After synchronization, open the invoice in Morning and compare it with the source invoice in Vayu.

Test the Integration

Before using the integration for production invoices:

1. Connect Morning using production-equivalent credentials.
2. Link one representative Vayu customer to the correct Morning customer.
3. Create and approve a test invoice in Vayu.
4. Manually synchronize the invoice to Morning.
5. Confirm that the following information matches in both systems:
   • Customer
   • Currency
   • Invoice number
   • Invoice and due dates
   • Line items and descriptions
   • Discounts
   • Tax treatment
   • Purchase-order reference
   • Invoice total

Make sure the test invoice cannot be delivered unintentionally to a real customer.

Troubleshooting

Invalid API Credentials

If Vayu displays an invalid-credentials error:

• Re-enter the API Key and Secret ID.
• Check for additional spaces or incomplete values.
• Confirm that the credentials are active in Morning.
• Verify that the credentials belong to the intended Morning account.

Customer Cannot Be Selected

Confirm that the customer already exists in Morning. Customer creation and synchronization are not automatic, so the relevant Morning customer record must be available before it can be linked.

Invoice Cannot Be Synchronized

Confirm that:

• The invoice is approved.
• The customer is linked to a Morning customer.
• The integration remains connected.
• All required invoice information is present.
• The invoice uses values supported by the Morning account, including its currency and tax configuration.

Invoice Data Does Not Match

Compare the source invoice in Vayu with the resulting Morning invoice. Review customer mapping, invoice-number settings, currency, dates, discounts, tax treatment, and line-item totals before retrying or correcting the invoice.