Application Questions and Answers «Payments and cashbox»
Creating payments backdated
After the last system update, the ability to create payments retroactively disappeared. Please return, this is a key function of spreading payments...
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...
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