Real-time Payment Status!
Allow us to share a very convenient feature - automatic payment status, which allows you to see the real-time status of paid or overdue invoices. All you need to do is activate the bank integration module called "Automatic Payment Offset".
How to do it?
- Open the INTEGRATIONS List
- Find the Automatic Payment Offset integration
- Install the integration and activate needed settings
- Click on LINK DATA
- Select the country where your bank is located
- Choose your bank from the list provided and click APPLY
- Give consent to connect your bank and confirm it by logging into your bank account. Window opens in a new tab
Congratulations, your integration is activated, and from now on, you will be able to see the payment statuses of all issued invoices automatically.
Updated on: 03/06/2024
Thank you!