You can pay a received invoice in the web interface in several ways. This guide shows how to add an invoice to a payment order, how to pay it with a QR code, and how to match it with a bank transaction.

There are two ways to add a received invoice to a payment order:

If the invoice meets the requirements for loading, you can create a payment order directly from the list of received invoices.

Step 1: Select the invoice (or several invoices) and click Payment order in the bottom bar. In this example, we are loading two invoices.

Step 2: The Payment order panel opens. At the top, you choose whether to create a new order for the invoices or add them to an existing order. In this example, we choose the first option.

Bank account

Due date

Below these fields, you can see the selected documents and the total amount In the order. You then create the order using one of two buttons:

If an invoice has a different bank account set than the one you selected in the panel, Flexi will notify you and change the account on the invoice to the selected one before adding it to the order.

The order file is created according to the bank account settings. For details, see the article on the list of bank accounts.

You can find the created order in the Payment order agenda. Until it is sent, you can edit it freely: add or remove invoices, edit the header, and so on.

To download a saved order or send it to the bank, open its detail, click the three dots in the bottom bar, and select Download or send online.

In the dialog, you choose whether to use the Due date from the order header or from its items (invoices). Then either send the order using the Send online button, or use the arrow next to the button to select Download order, and the file will be saved to your browser's download folder.

Once the order is downloaded or sent via the API, it is marked as Sent and can no longer be edited. If needed, you can cancel the sending (use the Cancel sending option in the three-dot menu of the order). The order can then be edited again and you can add documents to it.

You create an order manually in the Payment order agenda. The quickest way to open it is to use the search in the top bar.

In the agenda, click New and fill in the order fields:

Account

Currency

Due date

Foreign

Once the fields are filled in, add documents to the order using the Select documents for payment button.

A list of documents ready to be loaded into the order opens (see the requirements for loading). The list is filtered to documents awaiting payment whose currency and account match the order. Select the documents using the checkboxes on the left and confirm with the Select button.

You can also add an item without a link to a specific document by using the New button below the items table. In that case, it is entirely up to you to provide all the details required for processing at the bank.

Once all invoices (items) are loaded, save the order using the Save and close button. You can download or send it in the same way as described above.

Want to enter an invoice into your bank as quickly as possible without creating a payment order? Then paying with a QR code is ideal for you.

In the invoice detail, click the three dots in the bottom bar and select Pay with QR code.

The Quick bank payment panel opens, showing the amount remaining to be paid and a QR code with the payment details. Simply scan the QR code in your bank, for example in your mobile banking app.

If you also want to record the payment in Flexi right away, turn on the Create bank payment toggle, select the bank account and document type, and click Create.

Flexi creates an outgoing bank transaction for the amount remaining to be paid and automatically matches it with the invoice. You can find the new transaction in the Bank agenda.

A detailed procedure for matching bank transactions with invoices and for importing bank statements is described in the guide to importing bank statements. In brief:

In the web interface, you can match bank transactions with invoices in two ways:

Manual matching

Hover over the bank transaction you want to match, click the three dots at the end of the row, and select Pay document. A window opens with the documents that can be paid by the transaction.

If you are interested in matching multiple payments at once, see Bulk Matching.

Automatic matching

You start automatic matching in the Bank agenda using the Bank statements button in the bottom bar.

Select Match payments automatically. A settings panel opens (for more details, see the article Automatic Document Matching). Start the matching using the Start button.