Pay invoices via the DeepBox app
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With the Deepbox app 2.0, invoices can be paid and saved directly from the app. The app allows you to pay invoices directly via various e-banking solutions and then save the invoice in the Deepbox. If the Deepbox is used in combination with an ERP system, the payment of invoices via ERP can be initiated directly from the DeepBox app.
Requirements for payment via ERP:
The setting is supported from the following Abacus/Ninja versions:
from version 2022, service pack 15.03.2023 (Abacus recommendation: 15.09.2023 patch)
from version 2023, service pack 15.05.2023 (Abacus recommendation: 15.09.2023 patch)
from version 2024
AbaNinja: expected to be released at the end of October
Bank details that allow automatic payments must be configured in the connected ERP system.
This function must also be activated in the DeepO settings for automatic processing to work in the ERP. These settings can be found in the DeepO settings/box settings/payments. The settings for the payment information and the automatic processing of invoices from the DeepBox app can be made here. The effects of the settings are summarized in the following table.
Note: If no ERP is connected to the DeepBox, the settings have no influence on the DeepBox app.
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1. the payment details are hidden by default.
The invoice details are not displayed in the DeepBox app. In addition, invoices can only be uploaded to the Deepbox and cannot be paid directly from the app.
The payment details are not displayed in the DeepO Editor.
2. show “Payment details” panel activated
If the toggle “Panel “Payment details” displayed” (1) is activated, the default setting “Already paid” / “To be paid” can also be defined for the payment (2).
When the setting is activated, the DeepBox app displays the “Invoice details” section (1). The default setting is used for new invoices entered from the settings (2).
But in version 2024, the document is marked as “Already paid” when it is sent via Accounts Payable or a manual payment is optionally created.
In DeepO, the “Payment details” panel is displayed when the setting is activated (1). Newly entered invoices then use the default setting (2).
3. activate “Allow payments”
If the “Allow payment” setting is activated, the function that an invoice can be paid from the app via ERP is activated in the DeepBox app. The invoice is uploaded for payment, but remains in the DeepBox inbox for checking.
The “Submit payment” toggle is displayed in the DeepO editor. If the setting is activated, the payment is executed after “Accept & process”.
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