Rillet Integration Overview and Setup

The Rillet integration pushes customers, invoices, payments, and credit notes from Measure to Rillet. When data changes in Measure, it automatically syncs to the corresponding records in Rillet via the daily sync or immediately when Measure pushes that entity.

The settings panel lets you map data points from Measure to their corresponding fields in Rillet. You can update these at any time after the initial onboarding.

• *Clearing Account Mapping: Match each currency in Measure to the corresponding Rillet clearing account. Clearing accounts temporarily hold payment amounts before they are deposited to your bank account. For example, map USD to your Stripe USD clearing account.

• *Transaction Fees Account: Choose the Rillet account where transaction fees are recorded.

• Bank Accounts Mapping: Match each currency in Measure to a Rillet deposit bank account. This determines where payments are recorded after settlement. For example, map USD to your Mercury Checking US account.

• Accounting Products Mapping: Match each Measure product to the corresponding Rillet product. Accurate product mapping ensures taxes are calculated correctly.

• Tax Rates Mapping: Map Measure tax rates to Rillet tax rates. Set a default mapping for 0% rates, then configure each non-zero rate individually.

• Discounts Account: Choose the Rillet account where discounts are recorded.

• *Minimum Onboarding Steps

When first installing Rillet, you will be prompted to map your initial data between Measure and Rillet. This includes:

For existing customers in both Measure and Rillet, match them under Matches > Customers by clicking Match and selecting the customer from Rillet. Any customers that are not yet in Rillet can be pushed to create them.

When you create or update a customer in Measure, it syncs to the corresponding customer record in Rillet.

Measure invoices sync to Rillet. Upon installation, you can do an initial sync to push invoices from Measure to Rillet under Matches > Invoices > Initial Sync.

Line items map based on their type. Products and services map directly to the Rillet products you configured in your integration mappings. Quantity, unit price, and total amount sync automatically.

Discounts are booked to the Discount Account you selected in your Rillet integration settings.

Credits applied directly to an invoice push as negative, non-taxable line items on the Rillet invoice. If configured, the billing period for the line item (for example, 01 Jan 2024 - 31 Jan 2024) is appended to the description for clearer revenue recognition.

Taxes calculated in Measure map to Rillet via the tax mappings you configured in your integration settings.

Like invoices, upon installation, you can do an initial sync to push payments from Measure to Rillet under Matches > Payments > Initial Sync.

Measure handles payment reconciliation by breaking down a transaction into its core accounting components. This ensures gateway fees and net deposits are recorded accurately.

When you capture a payment in Measure, three objects are created in Rillet. The Payment represents the full gross amount paid by the customer and links to the corresponding Rillet invoice to mark it as paid.

The Purchase represents the gateway transaction fee, such as Stripe fees. This deducts from your mapped deposit bank account and is categorized under your configured Transaction Fee Account.

The Deposit represents the actual net amount transferred to your bank account. It bundles the gross payment and deducts the transaction fee, matching the net settlement on your bank statement.

Like invoices and payments, upon installation, you can do an initial sync to push credit notes from Measure to Rillet under Matches > Credit Notes > Initial Sync.

When you issue a credit note in Measure, it syncs to the corresponding credit note record in Rillet. The line items map to the same Rillet products as the original invoice. Taxes and amounts are mirrored to ensure accurate liability reduction.

When you apply a credit note balance to an open invoice in Measure, Rillet reflects the reduced open balance on the invoice.

When you refund a payment in Measure, it records as a corresponding refund entry in Rillet drawn from your mapped deposit bank account.

When you void an invoice in Measure, Rillet reflects the voided status as a paid invoice with a corresponding credit note marked as voided. This is expected behavior and accurately represents the reversal in Rillet's accounting records.

You can enable specific behaviors for the sync:

• Override Rillet Customer Address with Address from Measure: Syncs customer billing addresses from Measure to the corresponding customer records in Rillet.

• Add Period Dates to Rillet's Line Item Description: Appends the service period (for example, 01 Jan 2024 - 31 Jan 2024) to each invoice line item description in Rillet.

• Do Not Push Manual Payments to Rillet: Payments received outside of Measure but marked as paid on the corresponding invoice in Measure will not be pushed automatically. These will need to be reconciled manually in Rillet.

The top tabs in the Rillet integration panel let you monitor sync activity and history.

• Matches: View and manage how customers, invoices, and payments in Measure are matched to records in Rillet. Manually match any items that were not linked automatically.

• Syncs: See a summary of items pending a sync. Trigger a manual sync from this tab. The next scheduled automatic sync time is also shown here.

• Logs: Review a detailed history of all sync activities and any errors that occurred.

Automatic Sync

Turn on and preview when your next automatic sync will occur under the Settings tab of your Rillet integration.

Manual Sync

Push a manual sync by going to Matches and selecting the item you want to push.