CRM Invoicing Integration for Israeli Firms
Typing every deal twice wastes hours and creates errors. How to connect a CRM to Morning, Hashavshevet, iCount or Rivhit and automate your bookkeeping.
In short (TL;DR): Connecting a CRM to Israeli accounting software — Morning (formerly Green Invoice), iCount, Rivhit or Hashavshevet — is an automatic bridge that issues a tax invoice or receipt and sends it to the customer the moment a deal closes in the CRM, with no double entry. The result: hours saved every month, fewer errors and faster collection.
One of the classic pain points for an Israeli business is double entry: you close a deal in the CRM, then type it in again by hand in the accounting software to issue the invoice. A connection between the CRM and Morning (formerly Green Invoice), Hashavshevet, iCount or Rivhit removes that duplication: the moment a deal closes, the invoice is issued and sent to the customer automatically. It saves hours every month and prevents the kind of errors that only come to light at the end of the tax year.
A CRM-to-accounting connection is an automatic bridge that moves deal data — customer, amount, line items — from the system where you manage sales into the system where you issue accounting documents, with no re-typing. In Israel it matters even more, because issuing a tax invoice or receipt is a legal obligation with precise structural requirements.
Which accounting systems connect to a CRM?
Most of the accounting packages commonly used in Israel offer an API for integration. These are the common ones:
| Software | Type | Suits |
|---|---|---|
| Morning (formerly Green Invoice) | Cloud, simple and popular | Freelancers and small businesses |
| iCount | Cloud, feature-rich | Small and mid-sized businesses |
| Rivhit | Cloud and desktop | Small and mid-sized businesses |
| Hashavshevet | The long-standing accounting standard | Accountants and established businesses |
The choice depends on what you — or your accountant — already work with: the integration is built towards the existing system, not the other way round. Worth remembering: almost no business needs to change accounting software in order to automate. The same accountant, the same reports, the same software — just without the manual typing in the middle.
Why now? The numbers behind the Israel Invoice model
Since 1 January 2024 the Israel Tax Authority has operated the Israel Invoice model, which requires an allocation number as a condition for deducting input VAT on invoices above a threshold that keeps falling:
- Above roughly ₪20,000 — during 2025.
- Above roughly ₪10,000 — from 1 January 2026.
- Above roughly ₪5,000 — from 1 June 2026.
In practice, almost every business invoice now needs an allocation number from the Tax Authority. When the CRM is connected to the accounting software, the data arrives clean in the system that requests the allocation number from the authority — without stopping every deal to type the details in and request a number by hand. The official details are published on the Israel Invoice model page of the Tax Authority.
What can actually be automated?
Once the bridge is standing, you can automate far more than issuing a single document — a whole chain runs by itself, from the closed deal through to the payment:
- Automatic invoice or receipt issuing the moment a deal is marked as closed in the CRM.
- Sending the document to the customer automatically, by email or WhatsApp.
- Payment status sync — when a customer pays, the CRM updates.
- Automatic collection reminders on invoices that have not been paid.
- Consolidated reporting — one picture of revenue without cross-checking two systems by hand.
- Opening a customer record in the accounting software automatically when a new customer is created in the CRM, with no entering the details twice.
In practice this means a salesperson who closes a deal never touches the accounting software at all: they mark it as closed, and the invoice, the delivery to the customer and the payment status all happen by themselves in the background. That is the difference between a business that loses a working day a month to data entry and one that frees that time up for selling.
How do you connect them? The steps
Setting this up is not a huge project — usually a few hours of one-off configuration that pays for itself in the first month. The stages:
- Confirm both systems have an API. Most CRMs and Israeli accounting packages support one.
- Define the trigger — which event in the CRM issues the document, a paid or closed status for example.
- Map the fields — customer, company or ID number, line items, VAT — so the invoice comes out valid.
- Test on one real deal before switching it on for everything.
- Add follow-on automations — sending to the customer, collection reminders, status updates.
This is one of the highest-return automations there is, and it slots straight into the 12 processes worth stopping doing by hand. The foundation for all of it is a CRM that fits — see the guide to choosing a CRM for a small business in Israel — and usually a WhatsApp to CRM connection as well, to close the loop with the customer. At Aiterra we recommend defining the process first — which documents are issued and when — and only then wiring it up technically, so the system behaves correctly from day one.
Want to stop typing everything twice? Take a look at Aiterra's business automation service, or talk to us and we will connect your CRM to your accounting software.
