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

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9 replies
11.11.2020, 13:50
Displaying budgets
Hello! There are three budgets created in Boxing, one of them is virtual. The virtual budget does not appear on the Budgets page. It can only be se...
2 answer
Problem with loading payments via CSV
The client has an action configured - http://crm.loader.com.ua/admin/auto/action/hour/edit/ for importing payments via CSV I checked these settings...
1 answer
Import payments via CSV
http://crm.loader.com.ua/admin/auto/action/hour/edit/ - payment loading is configured https://prnt.sc/vh1sir The payment is linked to the client th...
9 replies
Refinement: several price levels for one client
Good afternoon! Please evaluate the improvement, which lies in the fact that we can prescribe 2 price levels for one client, and not one. This is n...
2 answer
09.11.2020, 14:27
Change the main currency of the account
Good afternoon, you can change the main currency of my account. I need the main currency to be RUB. Thank you!
3 answer
Automation of payment creation upon receipt of an overlay and the transition of the order to the corresponding status of New Mail
It is not always the automatic creation of a payment tied to the transition of the order to the corresponding stage of New mail. Those. Automation ...
14 replies
Set price levels in different currencies
Good afternoon! A task There is a client. We sell goods to him at special prices (price 1, price 2, etc.) At the same time, we sell part of our pro...
4 answer
06.11.2020, 13:05
Balance for the period
Good day How does the "balance for the period" block work in contact cards? And to the smut: why is the color of both greens and addition...
different currency for different prices
Good afternoon! please tell me how to set up different currencies for different prices for the product. For example, our retail price is in rubles....
3 answer
Estimate completion (payments)
How much will it cost to finalize to the table of payments it was possible to edit directly in the table and not fall into the payment itself