List of related questions and answers «Integrations with banks and payment systems»
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...
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...
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