|Has the integration been made? Then you can inform Coachview in real time and automatically whether the invoice has been paid. In Exact-Online the invoice is considered paid when it has been matched and the outstanding amount is € 0,-- or the difference has been reversed on payment difference (rounding difference / payment discount) or exchange rate difference..|
Note: in some lists in Exact-Online, the name of the column with the invoice number from Coachview is mentioned differently.
Example: sales - outstanding items - list: tab 'Invoice (Realtie)': Name'.
Did you set up the service centre in Coachview and activate payment registration? Then only those invoices that have not yet been processed in Exact-Online will be collected and registered in Coachview and marked as 'paid'.
So there is no retroactive registration of already paid invoices from the past.
Do you want this?
Please contact our support department: 088-4488555, or send an e-mail to firstname.lastname@example.org.
With the help of a 'once-only' job, we ensure that payment is registered retroactively in Coachview.
Can't you wait for that?
Did you set up the service center (see below)? Then you can manually pick up the payment per invoice.
This is how you do it:
In the invoice, 'Paid' is set to 'Yes' if payment has been made.
In the field 'Paid description' you will find remarks, for example about partial payments. You can also set 'Paid description' as a column in the list of invoices.
|Prefix number invoice.|
In Coachview, do you use a prefix for the invoice number consisting of a number of digits?
Then it can still be used. When checking the invoice for payment, the prefix will be removed from the invoice number.
It may never be changed in length as long as the coupling is used. However, the prefix as content may be changed.
This is allowed: old prefix number = 2018 | new prefix number = 2019.
This is not allowed: old prefix number = 90 | new prefix number = 900.
If the integration has been set up, the following parameters must be set in the Service Centre. It does not matter if the coupling is already active.
You can read how to do this in the steps of the presentation below.