Payment advices
Import, allocate, settle, and sync payment advices.
Guides
Payment advice workspace: Preview, Emails, Activity
Payment advice workspace: Preview, Emails, and Activity.
Payment advice: Sync to WeClapp (allocation write-back)
Sync payment advice allocations to WeClapp with retry controls.
Multi-customer payment advice sync to WeClapp
Sync payment advice allocations to WeClapp when one bank inflow covers multiple customers.
Payment advice: Search in CRM and HubSpot import filters
Search payment advices in CRM and configure HubSpot import filters.
Payment advice: auto-settle when WeClapp already paid
Auto-settle payment advice when WeClapp already shows paid.
Payment advice: soft-delete and CRM re-sync
Soft-delete payment advices and re-sync from CRM search.
Paid invoice to payment advice and banking links
Open payment advice and bank links from paid receivable invoices.
Open items and payment write-back staging
Stage open-item payments and write back to WeClapp when linked.
Bank reconciliation (match transactions to invoices)
Match bank transactions to invoices, credit notes, and payment advices.