![]() This option is available for the following payment services: PayPal, Stripe, Square, Skrill, and WayForPay.Ĭlick the Create button in Portal Settings → Payment Methods & Templates. To keep records of online payments in Flowlu, you can enable the option in Portal Settings → Payment Methods & Templates. P&L is your profit for a specific period of time, for example, a month. The financial module in Flowlu records cash flow transactions, while online payments come under P&L. To record the cash flow, you can choose any bank account and currency linked to your organization or create a new bank account and set up a new organization and currency. You can enable the option to use bank accounts for recording the cash flow in the Finance module for PayPal, Stripe, Square, Skrill, and WayForPay. That’s why some transactions were not created after the payment had been made and users had to create transaction records manually. Why, if you get paid via online banking, transactions are not automatically recorded in the Finance module?īy and large, it was a detail of the difference between the cash flow and P&L. Online payment will be displayed on the invoice page under the Transactions section:ĭue to this functionality, your employees will save a significant amount of time and will be able to immediately move the order to work. After a setup, managers will be able to send customers a link to the invoice, which will have buttons for online payment, depending on which payment gateway you connect.Īfter the payment, the responsible for this invoice employee receives a notification and the invoice status is changed to Paid. It does not require any profound technical knowledge. Issued invoices can be paid by your customers through various popular payment gateways.
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