Documentation

SoPasst Documentation

A practical guide for both business users and technical teams: setup, workflow, billing, and support with a production-safe structure.

How can we help?

Reset
All topicsAccount and billingAccount and securityAccountingAutomationCommunicationData migrationDocumentsGetting startedHelpMaster dataPaymentsReportsSetup

All guides

3 guides

Payments

Bank import and payment matching (planned)

Bank statement import from CSV or MT940 is planned for a later SoPasst release. Automatic bank connections are also unavailable. A package feature listing does not activate this workflow.

1 min readOpen guide

Payments

Open balances and reminders

Open the outstanding-items view and check the invoice, customer, due date and remaining amount. Confirm that earlier payments were recorded before starting a reminder.

1 min readOpen guide

Payments

Payment links and SEPA (not in this release)

Online payment links and SEPA Direct Debit are not included in the current SoPasst release, in any plan. SoPasst does not collect money from your customers or create payment pages. Customers pay by bank transfer to the bank details printed on every issued invoice.

1 min readOpen guide