pay-exactonline integration | Combidesk

The Pay. Exact Online integration by Combidesk automates the reconciliation of Pay. payments in Exact Online. This improves your accounts receivable management and saves you valuable time.

Thanks to the Pay. Exact Online integration, you no longer need to manually check whether payments are linked to the correct outstanding invoices. The module automatically retrieves Pay. payments and matches them with outstanding invoices in Exact Online. Additionally, the integration supports different revenue groups, keeping your administration well-organized.

Benefits

• The Pay. Exact Online integration automates the reconciliation process, eliminating the need for manual matching of payments with outstanding invoices.
• Save significant time, especially when processing large volumes of payments.
• Your administration is always up-to-date and accurate.
• The Pay. Exact Online integration supports various webshop platforms, including Lightspeed, WooCommerce, Mijnwebwinkel, Plug&Pay, CCV Shop, and Shopify.
• The integration supports different revenue groups, providing a flexible administration.
• It is super easy! No downloads or expensive developers required!

Features

• Export existing Pay. payouts (clearings) to Exact Online.
• Automatic booking at 100% match.
• Select the sales journal where the bookings should be recorded.
• Select the default general ledger account for debtors, costs, and payouts.
• Select revenue groups: Do you only want to synchronize payouts for specific revenue groups? If so, select the revenue groups. Ensure that you have also enabled the 'Payout per revenue group' option in your Pay. account's clearing settings.
• Select Exact Online administration: The administration where the bookings are created.
• Select bank journal: Choose the bank journal where the invoice payments should be recorded.
• Select the default general ledger account for debtors.
• Select the default general ledger account for Payment Service Provider costs.
• Select the default general ledger account for payouts.
• Specify whether to create new relations in Exact Online if they do not exist. If you choose 'No', the relevant booking lines will be booked to the 'General Ledger Account: Unassigned'.
• If you want to book all orders to a standard debtor in Exact Online, enter the code of the standard debtor here.

FAQ

How often is the data synchronized?

The Pay. Exact Online integration synchronizes automatically every day (overnight). You don't need to do anything. If synchronization fails, the integration will try again on the next run. If issues persist, we will notify you via email.

What permissions do I need in Exact Online?

In Exact Online, you need multiple permissions. You must have access to General Ledger Accounts, Journals, Bookings, and Customers. Check our knowledge base for more details.

Is my data safe when using this Pay. Exact Online integration?

We take the security of your data very seriously. Our software runs in a Dutch data center and complies with all necessary standards to process your data securely. We do not store your customers' data; we only exchange it between your connected systems.

How do I connect Pay. with Exact Online?

Follow simple steps for a successful Pay. and Exact Online integration in our detailed guide.

Can you help install this Pay. Exact Online integration?

Absolutely 😀! No time, or is it too complicated? No problem! We can install this Pay. Exact Online integration for you. We charge a one-time installation fee. If you decide not to use the integration, you will get this amount refunded.

Do I need to enter payment details to install this Pay. Exact Online integration?

No, during the trial period, you do not need to enter payment details. If you decide to continue using the integration after the trial period, you will receive timely information on how to subscribe.

What is the cancellation period for the Pay. Exact Online integration?

All our integrations have a 1-month cancellation period. You are not tied to long-term contracts. Any remaining balance on an annual subscription will be refunded to your account.