Application Questions and Answers «Payments and cashbox»
Linking payments to processes
The loading of statements from the Privat autoclient is configured by the action Privat24 Autoclient Here are 2 payments https://crm.dobavki.ua/adm...
Payments not linked to processes
https://crm.dobavki.ua/ We need that payments not tied to processes are collected somewhere in the process in order to see these payments. Create a...
1 answer
12.02.2021, 10:01
Cron action required once per hour Which would check all payments that do not yet have a payment category + the description field is filled in (com...
9 replies
10.02.2021, 10:56
There is a process, there can be many payments in the process, in different currencies. Now it works in such a way that any payment is recalculated...
Autoclient Privat24
Good afternoon, I set up the autoclient for private24 for business Entered data into actions once a minute https://prnt.sc/xndzww Payments are pull...
Payment categories
Where is the "payment categories" block setting - https://prnt.sc/wj1yz3 ? it is necessary to break the payments into categories, I can’t...
Why is there no integration with LikPay / liqpay, namely, the collection of payments in OneBox
As I understand it, there was a similar task here https://crm-onebox.com/en/support/finances/951-avtomatizatsiya-priema-platezhey-... There was...
Import payments via CSV_display add. fields of finance
Client action Integration of payments CSV (Import) - loads payments. To correctly link the payment and exclude duplicates, a link is made to the un...
1 answer
27.12.2020, 19:18
GOAL: We make a payment in your OneBox personal account via liqpay. It is necessary to identify the client by name, phone number, other characteris...
finalize the action of importing payments from Privat24 "Privat24 Autoclient Account Statement" (recording statement data in the additional payment field)
it is necessary to improve the action of importing payments from Privat24 "Privat24 Autoclient Statement of Accounts" in such a way that ...
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