List of related questions and answers «Financial and payment management»
refinement of the action "Distribute payments among processes based on expected payments" (distribution of payments among several processes while maintaining the original payment)
the action "Distribute payments among processes based on expected payments" needs to be improved in such a way that the action automatica...
finalization of the action "Generate the expected payment" (Take the client of the expected payment from the additional field instead of the "process client" field
improve the functionality of expected payments - in the action "Generate expected payment" add the field "Take the client of the exp...
Customer discount
https://vuuoksa-home.crm-onebox.com/ We have a group "Clients from 7000" (All contacts/Contact groups). It contains the field "Disco...
Discounts and discount cards
https://vuuoksa-home.crm-onebox.com/ Good afternoon. We want to implement a system of discounts and discount cards on the site. What is the easiest...
finalization of the functionality of posting actual payments through expected payments
Business Requirement if necessary, I will detail this TOR for individual tasks according to the blocks of the TOR please evaluate TK block by block...
The price in the general list of products does not change
Hello. The price in the general list of products https://prnt.sc/w7zpht does not change. I change to the one I need, but it becomes the same again....
Finance bug
Payments are doubled (spent) https://prnt.sc/w7rf3l The payment "Incoming 7774.00 UAH" was added to this order, and it was carried out 4 ...
Connection to monobank
Good afternoon! Please help me deal with the integration of monobank, we want to connect. API introduced and added to automation (minutes), I don’t...
Bug Finance
I create a copy of the appeal https://crm-onebox.com/en/support/business-processes/4425-bag-deystviya/ Because you don't answer
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