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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.

The system reads bank statements automatically over the open banking (PSD2) interface, and matches payments to invoices on its own — several times a day, plus a "sync now" button. We put a payment link and a QR code on the invoice PDF, so the customer doesn't have to retype the invoice number. You just drag a purchase document into the window.

What it covers

  • Automatic bank statement reading over PSD2 (Enable Banking)
  • Payments are matched to unpaid invoices automatically
  • A payment link and QR code inside the invoice PDF (Montonio or NeoPay)
  • A payments register, bulk "paid" marking, debt summaries
  • Late payment penalties
  • You drop in purchase documents as a PDF, Word file or photo — the system recognises the supplier, amounts and lines itself
  • A financial summary, debt control and monthly budget locking
  • Currency rates from the European Central Bank every hour

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 The system pulls bank statements on its own over the open banking (PSD2) interface, and payments match themselves against invoices. Montonio Invoices get payment links — bank links and cards — with the link and QR code landing straight in the invoice PDF. NeoPay An alternative to Montonio — payment links for invoices, with payments checked every 5 minutes.
All integrations

FAQ

Questions about this area

Did not find your answer? Ask us

Will we see payments without importing statements?

You will. The bank account connects over PSD2, statements are read on schedule, and payments are matched to invoices automatically. You grant access with your consent and can revoke it any time.

Can the customer pay straight from the invoice?

They can. A payment link and QR code go on the invoice PDF, and the payment is logged 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 enter the name, and the system finds the company details itself. Before you sign, you can see right away whether this partner is worth trusting. Company database Before you even call, you already know whether the company is growing or shrinking — not just how many employees it has today. Shared inbox A customer wrote on Messenger, a colleague replied by email — the history is still one thread, so nobody answers twice.
All features

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