Via the menu item Accounting you have the possibility to download settlements as export, to export payment data and to get an overview of still open retentions.
You can reach Accounting in the PMI in the main navigation menu.
Column
Billing
Section
Column
The invoices that can be downloaded via Export are the invoices from Payone to the customer. These are generated weekly/monthly.
Here you can change the e-mail address for the invoice notification yourself.
UI Text Box
type
note
The amount shown is the net amount.
Column
Payment - Service
Section
Column
Under the item Payment Service you have the option of exporting payment data.
Column
Deposits
Section
Column
The Deposit account gives you an overview of the current status of open retentions.
