Retrieve payment status
You can retrieve the payment status of sent invoices by importing them as “bank transactions” from ClearFacts into our system. You can also choose to automatically import bank transactions.
Since ClearFacts cannot import actual bank transactions, simulated bank transactions are created for invoices marked as paid in ClearFacts.
To import bank transactions via ClearFacts, click on “Retrieve bank transactions” and follow the wizard.
Automatically import bank transactions
Just as you can import bank transactions via the wizard, you can also automate this process completely.
After activation, bank transactions will be automatically imported and matched with corresponding invoices at scheduled times.
Once a bank transaction has been imported, you can find it at the bottom under “Imported bank transactions.”