Payment settings can be set up in the organization settings. To do this, select the Settings item under the organization in the menu bar. You are now in the organization settings.
You will find the payment settings in the Settings field. All functions of these settings are activated in the following screen:
The following payment settings are available:
1. automatically mark payments via direct payment as paid as soon as we receive confirmation of a successful transfer order.
If this function is activated, successful direct payments are automatically marked as paid.
2. activate to be able to mark payments as 'Received' in addition to 'Confirmed'.
By activating this function, you can mark incoming payments not only as confirmed, but also as received.
Payments marked as received are given a green tick. Further information can be found here. If the toggle is activated, a list of open items can be displayed on bezahl.de.
3. activate to be able to reset a confirmed payment
You can reset incoming payments by activating this function. This is particularly important if your customer has paid to the wrong vIban and you have to rebook this manually.
4. activate to be able to create drafts via a program interface
This setting is necessary for various DMS systems in order to ensure smooth communication between the program interfaces. Your project manager will explain this to you when setting up your organization!
5. activate to be able to select a seller when creating a payment
Activate this function so that a salesperson can be selected when creating a payment via the bezahl.de interface. The selected seller is displayed to the customer as the contact person.
6. activate to be able to enter the buyer's e-mail address when creating a payment
Activate this function so that the buyer's e-mail address can be entered when creating a payment via the bezahl.de interface. After creating the payment, you have the option of adding a new e-mail address.
7. activate this function to be able to enter a collection date when creating a payment
Activate this function so that a collection date can be set when creating a payment via the bezahl.de interface. After creating the payment, you can still adjust the collection date.
8. activate to be able to enter a due date when creating a payment
Activate this function so that a due date can be selected when creating a payment via the bezahl.de interface. If no payment is received on the date, your customer will automatically receive a payment reminder.
9. activate to be able to attach an attachment when creating a payment
Activate this function so that an attachment can be added when creating a payment via the bezahl.de interface. This is particularly useful in the service to be able to provide your payment processing with the invoice in pdf format.
10. activate to be able to attach tags when creating a payment
Activate this function so that tags can already be assigned when creating a payment - via the bezahl.de interface. These can be used, for example, to search for certain attributes in lists that have been stored as tags.