Connect the way your bank allows
Fio connects with an API token. Raiffeisenbank sends its payment emails straight to an address JobMistr gives you. For any other bank, upload a CSV export and say which column is which.
Connect your business account and JobMistr reads each payment, finds its invoice by the variable symbol and amount, marks it paid and records it. Anything it isn't sure about waits for you.
Solo and up · Fio and Raiffeisenbank connect directly, any bank by CSV import.What happens when a payment comes in.
Fio connects with an API token. Raiffeisenbank sends its payment emails straight to an address JobMistr gives you. For any other bank, upload a CSV export and say which column is which.
A payment matches when it's the full amount, the deposit you asked for, or whatever is still owed. A difference of up to 0.5 % still counts, so a 57 000 Kč invoice paid 150 Kč short is still found.
When a proforma is paid, the tax document for the payment is issued and recorded for you. Paid booking deposits and package orders are confirmed the same way.
If more than one invoice fits a payment, nothing is matched on its own. You see the suggestions and choose.
A euro payment only ever matches a euro invoice.
A payment you send is never counted as income. It settles the supplier bill with the same variable symbol and amount.
Paid first and entered the bill afterwards? It finds the payment that's already there.
If a payment turns up for an invoice you wrote off, you decide what happens to it.
Whatever isn't matched, including every CSV import, waits in one list with suggested matches. Match it or ignore it.
Payment emails are checked to be really from the bank before anything is matched.
Each line says which plans have it. Compare every plan
Join the waitlist for early access and founding prices. We'll email you when it's ready, and that's it.