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Payment Setup Guide for Dinero
Payment Setup Guide for Dinero

Use the payment setup to manage payment terms based on the payment method in the webshop.

Updated over 4 months ago

By using the “Payment Setup” tool, you can control which payment terms and invoice layout should apply to the invoice created based on the payment method on the order.

This is often used to register an invoice as paid in the accounting system when an approved payment can be read on the webshop order.

To be able to create a payment setup, you need to identify what the payment method (type) is named in the data that is received from the webshop.

Find payment method from the webshop

This method works for all webshops, that are connected to IEX.

To be able to read, which payment method that is included on the webshop order, an order must have been received in the IEX platform.

  1. Find an example (order number) in your webshop on which the specific payment method, that you wish to set up a payment term for, is used.

  2. Log into app.iex.dk and go the tab Log.

  3. Search for the order number in the search field. If the order is not shown, you can update the order in the webshop to transfer it.

  4. Click on the log entry to fold out a detailed view. Find the state called Dispatching order and click SHOW DATA.

  5. In the data scroll down or search for the the line called "paymentlines", under which you'll find "type". The value in "type": is the title on the payment method, that you should copy (without quotation marks).

Setup payment terms:

Once you know the title of your payment method(s), you can create a payment setup.

  1. Go to app.iex.dk -> Dinero -> Settings -> Invoices to Dinero -> Payment Setup.

  2. Here, you can enter the payment method (without quotation marks) in the payment method field.

  3. Next, choose the payment terms (payment days and account sometimes need to be filled in, but it depends on the payment terms) and the invoice template, there is to be used, when creating invoices in Dinero, when the given payment method is registered on an order from the webshop.

  4. Click (+) to add (add more if necessary) and "close" to close. Then remember to save the settings in the main window by clicking "Save" at the top right corner.

Your payment setup is now active.

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