|Has the integration been made? Then every night you can tell Coachview if the invoice has been paid. In Yuki the invoice is considered as 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.|
Payment registration cannot be activated through the service center of Coachview. This is arranged via a Coachview job. This job can be set up for you by our support department. Please let us know via a ticket or by sending an e-mail to email@example.com. Is the job activated? Then only the not yet processed invoices in Yuki are retrieved and registered in Coachview which are marked as 'paid'. So there is no retroactive registration of already paid invoices from the past.
Do you want this?
Then contact our support department: 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?
Has the job been activated? Then you can manually retrieve 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.
In Coachview, do you use a refix 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 integration is used. However, the prefix as content may be changed.
This is ok: old prefix number = 2018 | new prefix number = 2019.
This is not allowed: old prefix number = 90 | new prefix number = 900.