In exceptional cases – for example, with a traditional bank transfer, a cash payment on site or if no automatic bank reconciliation applies – you can manually confirm incoming payments in the Aufinity Portal. Manual confirmation updates the transaction status to “Paid” in real time, so that the vehicle handover or delivery process can continue without delays.
💡 The most important points at a glance:
- Transparent status: Unconfirmed incoming payments can be identified in the payment details by an orange icon.
- Real-time adjustment: Partial amounts or changed totals can be adjusted directly in the confirmation window.
- Automatic alternative: For payments via direktbezahlen, the payment is marked automatically after successful confirmation.
- Status change: The transaction changes to the status “Paid” (green icon) only once all outstanding amounts have been confirmed and any required checks have been completed.
Step-by-step guide
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Open the transaction and payment details: Find the relevant transaction in the Aufinity Portal and open the payment details. You can immediately identify unconfirmed payments by the orange status icon.
Select the unconfirmed payment: Click directly on the specific payment item you want to edit (e.g. a transfer of €50,000.00 or a cash payment).
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Check the amount and mark it as confirmed: A new window opens. Check the total and adjust the amount if necessary. Then tick the checkboxes for “Confirmed” and (if enabled) “Received”.
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Carry out the GwG check (if ADM is enabled): If the ADM (Automated Decision Making) feature is active in your system, complete the prescribed check under the Money Laundering Act (GwG).
- Check the status change: After successful confirmation and checking, the status icon changes from orange to green. As soon as all partial amounts have been confirmed, the entire transaction is shown in the system as “Paid”.
📌 Important note: Before clicking “Confirmed”, always check your bank account or cash register to make sure that the money has actually been received in full. Manual confirmation is binding and activates subsequent processes (such as authorisation for the vehicle handover).