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Payments and banking

The customer pays by tapping a link in the invoice PDF, and the payment comes back from the bank without you.

Part of the chain

  • Capture
  • Sell
  • Deliver
  • Get paid

Bank statements are pulled in automatically over the open banking (PSD2) interface, and payments match themselves against invoices — several times a day, plus a "sync now" button. The invoice PDF carries a payment link and a QR code, so the customer never has to retype an invoice number. A purchase document only has to be dragged into the window.

What it covers

  • Automatic bank statement retrieval over PSD2 (Enable Banking)
  • Payments match themselves against unpaid invoices
  • A payment link and QR code inside the invoice PDF (Montonio or NeoPay)
  • A payment register, bulk "paid" marking, debt summaries
  • Late payment interest on overdue payments
  • Purchase documents: drag in a PDF, Word file or photo — the supplier, amounts and lines are recognised
  • A finance summary, debt control and a monthly budget
  • Currency rates from the European Central Bank, hourly

Who it suits best

Industries for which this area is one of the main reasons to choose the system.

What it connects to

The connectors that change the most for this area. Each one is switched on in the settings.

Enable Banking Bank statements are retrieved automatically over the open banking (PSD2) interface — payments match themselves against invoices. Montonio Payment links for invoices — bank links and cards. The link with a QR code goes straight into the invoice PDF. NeoPay An alternative to Montonio: payment links for invoices and payment checks every 5 minutes.
All integrations

FAQ

Questions about this area

Did not find your answer? Ask us

Will we see payments without importing statements?

Yes. The bank account is connected over PSD2, statements are retrieved on a schedule, and payments are matched to invoices automatically. You grant access with your own consent and can revoke it at any time.

Can the customer pay straight from the invoice?

Yes. The invoice PDF carries a payment link and a QR code, and the payment is recorded automatically.

Montonio or NeoPay?

One of the two — payment links are issued by a single provider at a time. You pick the one you already have, or want to have, a contract with.

How does purchase document scanning work?

You drag in a PDF, a Word file or a photo; the system recognises the supplier, the number, the dates, the amounts, the VAT and the lines and prepares a purchase document. You review and confirm it before it is saved — there is no blind automatic entry.

Other areas

Invoices The invoice is generated from a deal or a project and sends itself — on a schedule, not on a reminder. Customers and contacts You type in the name and the company details fill themselves in. Before the deal you can see whether the partner is reliable. Company database Before you call you can see whether the company is growing or shrinking — not just how many people it employs today. Shared inbox The customer wrote on Messenger and a colleague replied by email — the history is still one thread, and nobody answers twice.
All features

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