Jump to content

WHMCS integrated bank account management with automatic invoice reconciliation


Recommended Posts

Utixo developed a new WHMCS integration to be able to manage your bank account from the admin panel, at the moment ready to work and tested for Transferwise borderless bank account.

The main features are:

-

Automatic transaction reconciliation with your WHMCS invoices, incoming payments are matched against open invoices.

- Compatible with Transferwise borderless bank account and open banking API protocol

- Multi-Currency Support

- Recent transactions graphs and list

- WHMCS dashboard widget for quick monitoring of balances and transactions that need reviewing

For the automatic reconciliation feature the module will query the account statement for incoming transactions and attempt to match WHMCS unpaid invoices with the invoice number written in the client’s payment reference.

In addition, outbound payments can be managed from the WHMCS admin console giving you the power to manage all your financial transaction from one single console (still beta).

More details and video here : https://utixo.co.uk/whmcs-transferwise-addon/

Feedback are welcome

Link to comment
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

  • Recently Browsing   0 members

    • No registered users viewing this page.
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use & Guidelines and understand your posts will initially be pre-moderated