Products, users, company details, numbering, reminders, house style, mail and integrations.
Products
Organisation
Read the partner account: transactions are synced from MultiSafepay and charge-ins are billed from them. Customer payments run through Rabobank.
Leave empty to keep the stored key.
Rabo Smart Pay (OmniKassa) issues every customer payment link — iDEAL on a quote or an invoice — and the direct-debit mandates are captured from it.
Leave empty to use Rabobank's selected sandbox or production endpoint. Overrides must be an HTTPS origin without a path.
Secrets are encrypted in transit, never returned to the browser and never included in logs. Leave a field empty to keep its stored value.
Save changes first. Validation exchanges the refresh token for an access token and verifies the signing key locally; it does not create a payment.
Every invoice sent from this CRM is pushed to Jortt and the Jortt ID is stored on the invoice.
Look up company details by KvK number or trade name while adding or editing a client.