Finance
Invoices, banking, payment gateways and contracts.
Knowledge base
Articles in this category
Payment gateways
Payment gateways are a bridge between an e-shop and the world of online payments — thanks to them, customers can pay by card, fast bank transfer, Apple Pay, Google Pay, or other methods, without having to deal with anything outside your website. The `/payment-gateway` module is used to configure these gateways, test their connection, monitor payment success, and manage access credentials. Each organization can have multiple gateways configured simultaneously — for example, one for production and another in a sandbox for testing — as well as different gateways for various operational segments, so the module covers both small e-shops and large p...Invoices
Invoices are the official accounting document for every order — they ensure that the business case has a written form that can be presented to an accountant, tax office, or auditor. The `/invoice` module therefore serves as a complete archive and workspace for all tax documents of the organization: invoices can be viewed, downloaded, corrected, notes can be added, and they can be mass exported for monthly closing. Because the module is closely integrated with orders, bank transactions, and payment gateways, most invoices are issued, matched with payments, and closed entirely automatically, so human intervention is involved...Contracts
Contracts are a formal record of agreements that an organization enters into with other parties — employees, clients, suppliers, and business partners. The `/contract` module unifies this area: it provides one central place where a contract can be written, commented on, finalized into an unchangeable PDF, its validity tracked, and after its conclusion, moved to an archive. This eliminates fragmented document storage across emails and shared drives, and each agreement has its clear history from proposal to signature.Banking transaction
Bank transactions are the fundamental layer of an organization's cashless revenue — without their automatic downloading and pairing with orders, it would be impossible to confirm payments arriving via bank transfer, and all administration would have to be performed manually. The `/bank-transaction` module therefore serves to manage linked bank accounts and monitor individual movements, enables automatic categorization of transactions according to predefined rules, and ensures the pairing of incoming payments with open orders and invoices. Thanks to it, most payments close themselves, without a single click from the ope...