Changes for sellers
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Entering the customer number when creating a transaction creates a customer account
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Customer accounts can be found under the menu item “Customer overview”
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Fixed vIBAN per customer account
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Incoming payments can be assigned manually
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In the customer account to a transaction
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In the sales account to a customer account or a transaction
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Incoming payments can be manually unassigned
Required settings in the organization
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Mandatory: Activate customer number in customer information
(customer fields)
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Optional: Master data (company, first name, surname, address)
Entering the customer number when creating a transaction
When creating a transaction, the “Customer number” field in the customer information area must be filled in. The customer number can be transferred automatically by a system or entered via data entry in the bezahl.de mask. A customer account is created when a customer number is entered for the first time. A dedicated vIBAN is assigned to the customer account at this point. Every further transaction with this customer number in the same organization is assigned to the existing customer account. No new vIBAN is assigned.