💵 Finance, banking, payment services, and the fiscalization of receipts
General settings (for administrators)
How to set your own exchange rate
Here's how to set exchange rates in the system yourself.
How to Set Up Payment Methods (For Admins)
In this article, you’ll learn how to create and manage your own payment methods for use in orders and pipeline cards.
How to Configure Expenses Types (for Admins)
Let us explain how to add your own expense types for use in orders.
How to add accounts
Here's how to create and edit accounts
Payments and cash flow
Payments journal
Here's how to view your transaction history and account balance
External transactions
keyCRM allows you to integrate payment services and banks. In this article, we’ll explore how to use this feature
Adding general expenses
How to enter expenses unrelated to orders
Integration of transactions from bank accounts
How to set up PrivatBank account statements for legal entities and sole proprietors
Here's how to link PrivatBank accounts for a legal entity or sole proprietor to receive all transaction data in keyCRM
How to connect your monobank account statements
Here's how to connect your monobank account so you can receive all transactions in keyCRM
How to connect Plata by mono acquiring statements
Here's how to set up monobank's acquiring service to receive all transactions in keyCRM
How to connect your LiqPay statements
Here's how to set up LiqPay so that all transactions are synced with keyCRM
How to connect your Fondy statements
Here's how to connect Fondy so that all transactions are synced to keyCRM.
How to connect WayForPay statements
Here's how to connect WayForPay so that all transactions are synced to keyCRM
Invoicing
Invoicing for Plata by mono acquiring
Here’s how to generate invoices for payment via monobank’s acquiring service directly from orders or sales channels
Invoicing via àbank
Here's how to generate invoices for payment via àbank directly from orders or sales funnel cards
Invoicing with WayForPay
Here's how to generate invoices for payment via WayForPay directly from orders or sales pipeline cards
Invoicing with LiqPay
Here's how to generate invoices for payment via LiqPay directly from orders or pipeline cards
Invoicing with Fondy
Here's how to generate invoices for payment via Fondy directly from orders or pipeline cards
Invoicing with RozetkaPay
Here's how to generate invoices for payment via RozetkaPay directly from orders or pipeline cards
Invoicing with NovaPay
Here's how to generate invoices for payment via NovaPay directly from orders or sales pipelines
Questions and Answers (FAQ) on Invoicing
Here are the most frequently asked questions about the invoicing feature for connected payment services