There are multiple ways to pay a received invoice in the web interface.

This guide will show you how to add an invoice to a payment order, how to pay it using a QR code, and how to match it with a bank transaction.

Creating a Payment Order

A received invoice can be added to a payment order in two ways:

Create a payment order directly from the invoice.
Create a payment order manually and add the invoice to it.

Note:

Before adding an invoice to a payment order, please verify that all entry conditions for the invoice are met.

Creating a Payment Order from the Invoice

If the invoice meets all the requirements described above, you can create a payment order directly from it.

Select the invoice (or invoices) and click the payment order button at the bottom of the page. In this example, we will load two invoices.

After clicking the payment order button, a creation wizard will open.

At the top, in the first section, you can choose whether to create a new payment order for the invoices or add them to an existing one. In our example, we will select the first option.

Bank Account

Enter the account from which you want to pay the invoices.

Due Date

Allows you to set the same due date for all documents, regardless of their individual due dates. Before generating, ABRA Flexi will ask whether you want to use the due date from the payment order header or from its line items (documents).

Once you have filled in the fields described above, you can create the payment order. There are two options available: "Create and Send Online" and "Create".

Create and Send Online

This creates the payment order in the "Payment Orders" module and then attempts to generate a payment order file or send the order to the bank online. Sending the payment order to the bank online is only available for FIO Bank via API using an authentication token. You can find more information in our article.

After confirming this button, ABRA Flexi will ask whether you want to use the due date from the payment order header or from its line items (invoices).

In our example, we do not want to send the order online, but rather download it to the folder designated by the browser for file downloads.

The file is generated according to your bank account settings. Full details on the available configuration options can be found in our documentation.

The payment order itself can then be found in the Payment Orders module.

Create

This creates the payment order in the Payment Orders module.

After creating the order and before sending it, the payment order can be freely edited — you can add or remove invoices, modify the header, and so on.

Once the order is marked as sent (either by generating a payment order file or by sending it to the bank online), it is no longer available for editing.

If needed, you can cancel the sent status of a submitted order. This will allow you to make edits or add new documents to the order again.

Creating a Payment Order Manually

A payment order can be created manually from the Payment Orders module. You can navigate to it easily using the search bar.

Use the New button to create a new payment order and fill in the individual fields.

Account

Enter the account from which you want to pay the invoices.

Currency

What currency is the payment order in? To enable this field, you need to activate the "Foreign" checkbox further down in the order.

Due Date

Allows you to set the same due date for all documents, regardless of their individual due dates.

Due Date from Payment Order Header

Determines whether you want to use the due date from the payment order header for all line items, or leave each item's due date unchanged (i.e., as specified in the individual documents).

Foreign

If this is a foreign payment order rather than a domestic one, enable this checkbox. You can then specify the currency for the payment order in the header. Documents available for loading will be filtered accordingly.

Once all the fields mentioned above are filled in, you can proceed to add documents to the order. This is done using the "Select documents to pay" button.

Clicking this button will open a list of all documents ready to be loaded into the payment order. Simply check the relevant documents on the left side and confirm the selection.

You can also add a line item without a reference to a specific document using the "Add another line" button. In that case, however, you are fully responsible for entering all the information required for bank processing.

Once all invoices (or line items) have been loaded, you can save the order;

or download it or send it online (which can of course also be done after saving).

When selecting this option, you simply choose whether the due date should be applied from the payment order header or from its line items, and then select one of the available options — upload to the bank online (FIO Bank) or download to your computer.

Once the order is downloaded or sent via API, it is marked as "Sent", which prevents any further editing.

If needed, you can cancel the sent status of a submitted order. This will allow you to make edits or add new documents to the order again.

Paying an Invoice with a QR Code

Do you want to load an invoice into your bank as quickly as possible without creating a payment order? If so, paying with a QR code is the ideal solution.

When viewing the detail of an invoice you wish to pay, simply expand the list of available functions at the bottom and select the "Pay with QR Code" option.

After confirming, a QR code containing the relevant payment details will be generated. This QR code can easily be scanned by your bank, for example using mobile banking.

If you want to record this payment directly in the bank module, you can easily do so by enabling the "Create bank payment" option.

After confirming this option and filling in the required details, an outgoing bank transaction will be created with an amount corresponding to the received invoice.

The newly created transaction can then be found in the "Bank" module.

Matching an Invoice with a Bank Transaction

The full detailed process for matching bank transactions with invoices, as well as the complete procedure for importing bank statements, is described in a separate guide.

We will also briefly cover this topic within this guide.

In the web interface, bank transactions can be matched with invoices in two ways:

Manual matching of an individual document
Automatic matching of multiple documents

Manual Matching

Hover over the relevant bank transaction you want to match and open the "More actions" option.

After clicking the button highlighted in the screenshot above, a window will open where you can select the documents you want to pay.

If you are interested in bulk matching, a separate guide is available for you.

Automatic Matching

The option to run automatic matching can be found at the bottom of the bank module, in the "Bank Statements" section.

Once you select the relevant option, its settings will open. More information about these settings can be found in the previously mentioned separate guide. Clicking the "Run" button will start the automatic matching process.