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List of related questions and answers «Financial and payment management»

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3 answer
13.01.2021, 19:43
Privat24
Good afternoon. Tell me what you need to enter in these fields https://crm-onebox.com/en/profile/34994960/support/
not all payments are pulled into the system from PrivatBank
Good afternoon! Some payments are not pulled into the system from the Privatbank client
Payments and orders stopped coming to the system (more than an hour)
https://practik.crm-onebox.com/ in the statistics on the server, you can see that the minute handler has not responded for more than an hour ( Plea...
8 replies
Finalization of autoclient import automation
Action in automation 1 time per minute Privat 24 Avtoclient account statement https://prnt.sc/wlqlm7 I propose to add the ability to write the priv...
2 answer
11.01.2021, 12:26
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...
3 answer
08.01.2021, 16:17
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...
2 answer
03.01.2021, 22:34
Payments with Privat24 stopped pulling up
From 31.12 17:33 payments to the box are not pulled up. Neither incoming nor outgoing
12 replies
difreight
03.01.2021, 11:41
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...
15 replies
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...
25 replies
amount in words in document template
and to write the amount in words in the template, it is necessary to create an "expected payment"?