List of related questions and answers «Financial and payment management»
checkbox error
Client box https://megazayka.crm-onebox.com/admin/ Checkbox integration set up There is an order https://megazayka.crm-onebox.com/admin/customorder...
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...
Payments with Privat24 stopped pulling up
From 31.12 17:33 payments to the box are not pulled up. Neither incoming nor outgoing
Referral system
Good day! Can you suggest how to set up a referral system for paying not a fee, but for paying a fixed rate per client? Also, how can the Affiliate...
setting up the action Automatically allocate customer payments to processes
explain why in the list of actual payments I write the order number to the filter and get the result: but in action - I have to invent some regul...
amount in words in document template
and to write the amount in words in the template, it is necessary to create an "expected payment"?
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...
when changing an already created payment, an error 500 pops up
When you try to change a payment already created in the "Finance" block, an error 500 pops up. If you change the payment in the "Ord...
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 ...
finalize the action "Distribute payments among processes based on expected payments" (selection by several conditions)
it is necessary to refine the action "Distribute payments among processes based on expected payments" in such a way that it is possible t...
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