Zircon CRM / Finance & invoicing
Runs in the browser · HU / EN / DESzámlázz.hu integration without typing invoices twice
From an invoice prepared in Zircon CRM, the Számlázz.hu integration issues an official invoice reported to NAV, the Hungarian tax authority, in your own Számlázz.hu account, and the official number comes back with the PDF. If you prefer to invoice in Számlázz.hu, the invoices issued there come across instead, with their payments and reversals.
Official number and PDF backBuyers matched by tax numberPayments from Számlázz.hu
In short
What does the Számlázz.hu integration do in Zircon CRM?
The Számlázz.hu integration connects Zircon CRM to your company's Számlázz.hu account. Zircon CRM's own invoice is not reported to NAV: Számlázz.hu issues the official invoice, and its number and PDF return to Zircon CRM. Invoices, payments and reversals registered in Számlázz.hu come across too. It is built for finance teams at Hungarian service businesses.
Sound familiar?
Two systems, two invoice numbers, one annoyed bookkeeper.
If one of these sounds familiar, your team still invoices in two places.
- 01
The same invoice typed twice
You close the project in the CRM, then retype the invoice in Számlázz.hu line by line. One mistyped tax number and you are issuing a reversal.
- 02
The client sees two numbers
The client portal shows an internal number, the invoice reported to NAV shows another. The client's bookkeeper writes in to ask which is which.
- 03
Paid, yet the CRM sends a reminder
You marked the payment in Számlázz.hu, but in the CRM the invoice is still open. A payment reminder goes out to a client who settled two weeks ago.
- 04
The reversal only shows on one side
You reversed the wrong invoice in Számlázz.hu, yet the CRM still lists the old amount as outstanding.
What it does
What the Számlázz.hu integration in Zircon CRM does.
You can work in either direction, or mix both: issue from Zircon CRM, or import from Számlázz.hu.
Issue from Zircon CRM
Start the upload from the invoice's Számlázz.hu tab or the toolbar menu. The confirmation warns that this creates an official invoice reported to NAV, which can afterwards only be reversed. The official number, totals and PDF land on the invoice straight away.
Upload by ticking a box
Tick the upload box on the invoice form and the next sync run issues the invoice. You can have the box pre-ticked for every new invoice created in the invoice form.
Import from Számlázz.hu
Enter the number prefix of your Számlázz.hu invoices, including the year, and the sync finds new invoices in sequence. They arrive with lines, VAT rates, dates and the official PDF. Zircon CRM keeps its own numbering, with the official number stored alongside.
Buyers matched on the tax base number
The buyer is matched by tax number first, comparing the 8-digit Hungarian base number, then by exact company name and contact e-mail. Only an unambiguous match counts, so an invoice can never land in another client's portal. Anything uncertain you assign once by hand, and the buyer is remembered from then on.
Payments and reversals from Számlázz.hu
Each payment registered in Számlázz.hu is recorded once on the Zircon CRM invoice with its real payment date, capped at the amount still open. An invoice reversed in Számlázz.hu is marked as cancelled in Zircon CRM.
The official number in the client portal
The portal's invoice list shows the Számlázz.hu number in its own column, and the invoice page offers the official PDF for download. One setting decides whether the PDF is shown to clients.
Sync page and a log per invoice
The Számlázz.hu sync page shows how many invoices are synced, pending, failed or not linked, the invoices waiting for a client and recent activity. Each invoice's own Számlázz.hu tab shows its status, the last error and the sync log.
How it works
From the Agent key to your first official invoice.
- 01
Connect the account
An administrator enters the Számla Agent key and checks it with the connection test. The key replaces your Számlázz.hu user name and password, so no password is stored in Zircon CRM. Seller details and the bank account come from the Számlázz.hu account.
- 02
Choose the direction
The sync can pull only, push only, or both. If you issue from Zircon CRM and still want to see payments registered in Számlázz.hu, choose both. Payments and reversals still only flow from Számlázz.hu into Zircon CRM.
- 03
Issue or import the invoice
You hand over a Zircon CRM invoice with a click or by ticking the upload box. Invoices issued in Számlázz.hu are found by the sync on its own, as long as the number prefix is set.
- 04
The sync keeps it current
Automatic sync is started by the scheduled job (cron) on your server, hourly by default and at most every 15 minutes. Each run works in small batches, so a large backlog catches up over several runs. You can start a manual sync at any time.
Control
Official invoices need a permission and a confirmation.
Three permissions
View, sync invoices and manage settings. Only staff with the sync permission can issue, import or assign clients; everyone else sees the Számlázz.hu number as read-only.
Built-in safeguards
Drafts and cancelled invoices are never issued, and no invoice is issued twice. If a request times out after Számlázz.hu has already created the invoice, the module finds and links it instead of issuing a second one. Only one sync runs at a time.
What would be inaccurate is refused
Invoices with a discount or adjustment, lines with more than one tax and incomplete billing addresses are not uploaded. The module says what is wrong and what you can do instead.
A retry limit
After five failures in a row, automatic sync leaves that invoice alone and says so on the invoice tab. Once the problem is fixed, a manual pull starts it again.
Works with
The official number where you work with the invoice.
- Invoicingevery invoice gets a Számlázz.hu tab, a toolbar menu and the official number as a badge in the list.
- Online paymentspayments coming from Számlázz.hu are regular payment records with their real dates.
- Customer managementclients' tax numbers, names and contact e-mails drive buyer matching.
- Items, taxes and currenciesSzámlázz.hu VAT rates and currencies map to your Zircon CRM taxes and currencies.
- Dashboardthe sync status widget shows pending and failed invoices on the home screen.
- Automation and scheduled jobsthe scheduled sync runs from the cron job on your server.
Honestly
Good to know before you start.
You need a Számlázz.hu account and a Számla Agent key. There is no test mode: every uploaded invoice is a real invoice reported to NAV.
Invoices created automatically (from an accepted estimate, a recurring invoice, a Stripe cycle, a hosting renewal or a recurring expense) are not issued in Számlázz.hu by themselves. Upload them with a click or by ticking the box.
The e-mail to your client carries the Zircon CRM PDF with the internal number, because Számlázz.hu does not e-mail the buyer. The official PDF is available in the client portal.
Manage payments and reversals in Számlázz.hu. Payments recorded in Zircon CRM, online payments included, and invoices cancelled in Zircon CRM are not sent there.
The number prefix has to be updated by hand each year. Add discounts as separate lines and keep one tax per line. The module does not create clients: each buyer has to match an existing one.
Before you write
Fair questions. Straight answers.
- 01
Does Zircon CRM report invoices to NAV?
No, Számlázz.hu does. An invoice prepared in Zircon CRM becomes an official invoice reported to NAV when you issue it through the Számlázz.hu integration. The official number and PDF then come back to the Zircon CRM invoice.
- 02
Can I try the Számlázz.hu connection without issuing a real invoice?
The connection test in Zircon CRM only checks the key and issues nothing. There is no test mode, and every uploaded invoice is real. Before the first upload, check one real client invoice: complete billing address, one tax per line, discounts on separate lines.
- 03
What happens to invoices issued in Számlázz.hu before we connected?
Zircon CRM only imports invoices issued after the start date you set, by default 30 days before the module was switched on. Older ones are recorded as known, but no invoice is created for them. You can still link individual old invoices by entering their number.
- 04
How does Zircon CRM decide which client a Számlázz.hu invoice belongs to?
It checks saved buyer mappings and the tax number first, using the 8-digit base number for Hungarian tax numbers. If that does not decide, it tries the exact company name, then the contact e-mail. If more than one client fits, the invoice waits on the sync page until someone assigns it once.
- 05
Will the client receive the same invoice twice by e-mail?
No. Zircon CRM tells Számlázz.hu not to e-mail the buyer, and sends the e-mail itself with its own PDF. Payments brought over from Számlázz.hu do not trigger another notification to the client either.
Let's talk.
The first call costs nothing
A human replies — not a bot
Bring your Számlázz.hu number prefix and a typical invoice, discounts included. In the demo we show how the official number and PDF come back, and what to adjust so uploads do not get stuck.
- hello@zircon.hu
- Phone
- +36 30 487 7979
- Hours
- Weekdays 9–17
- Support
- support@zircon.hu (existing clients)