Xentral

Adrian Berger

Manage your business accounts and payment methods

Business accounts and payment methods

Business accounts and payment methods - Overview

An overview of all topics in this category

Overview

Business accounts

Live Banking Connection (finAPI) (Business account)

Bank via CSV import (Business account)

PayPal (Business account)

Shopify (Business account)

Amazon Pay (Business account)

Amazon payment reports (Business account)

eBay Payment (Business account)

Mollie (Business account)

Klarna (Business account)

Stripe (Business account)

Cash book (Business account)

Manage your business account and associated interfaces

Business accounts and interfaces

Payment reconciliation (Xentral Receipt of payment)

Payment transactions

PayPal (Refunds)

Payments

Payment Methods & Payment Terms

Invoice (Payment method)

PayPal Plus (Payment method)

Manage and use your payment methods in Xentral

Payment methods

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Update your plan, payment method, and invoices.

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