Sync Banking & Transactions
We understands that automating transaction imports are a huge asset when it comes to getting paid and staying organized.
Invoice Ninja has partnered with Yodlee, a specialist provider of secure bank data connections, to offer bank, credit cards, and PayPal transaction data syncing.
- Import Bank & Card Transactions
- Match Deposits to [Multiple] Invoices
- Match Withdrawals/Expenses to Vendors
- Enable “Autosync” download transactions
When you set up a Yodlee bank feed in your Invoice Ninja account, you provide your online banking username and password details, which Yodlee stores in a highly secure system.
Yodlee then uses these details to log into online banking on your behalf to retrieve your bank transactions that have been cleared and processed, then imports these into Invoice Ninja.
Frequently Asked Questions
Does Invoice Ninja offer an API?
Yes! As part of the Pro & Enterprise plans you have REST API access.
How do my clients pay their invoices online?
After integrating a “payment gateway” to your Invoice Ninja account, your clients will see a “Pay Now” button on their invoices.
The payment gateways processes the payment and your clients never leave their Invoice Ninja client-side portal. Subsequently deposits the money to your bank account.
Invoice Ninja supports dozens of payment gateways, click here for the full list.
How do I upload my company logo on invoices?
Navigate to Settings>Company Details, and click “Logo” to upload or change your logo. This is available to all plans, including free:)
Do you offer a client-side portal for my clients?
Yes, all your clients have access to a client-side portal to view their invoices, payment history, documents, and more. You clients can also update their payment details on file for recurring invoices with auto-billing.
Can I add more users but limit what they see or do?
Yes, the Enterprise plans allow you to add up to 20 additional account users! You can adjust user permissions to create/edit/view only.
Can I run reports & year-end P&L's?
Yes, as part of the Pro & Enterprise plans you have access to a robust reporting module to create custom reports within calendar/date parameters you define.
How do I integrate with Zapier?
After upgrading to Pro or Enteprise, navigate to Settings>Account Management, and click “Zapier”.
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