In the organisation settings of Aufinity, you configure central automation and approval processes for your dealership in the “Payment settings” tab. From automatic status updates for direktbezahlen and extended accounting statuses (such as “Received”) through to correcting incorrect transfers to the wrong vIBANs: with the right settings, you reduce manual workload, prevent duplicate payments by your customers and retain full control over your incoming payments at all times.
💡 The most important points at a glance:
- Process automation: Automatically mark payments as “paid” or “confirmed” immediately after receiving the success notification.
- Preventing duplicate payments: The “Pay now” button can be automatically disabled for the customer after a successful payment.
- Enhanced accounting control: Optionally enable the “Received” status (including a list of outstanding items) for precise allocation.
- Error correction: Allows payments that have already been confirmed to be reset in the event of manual rebookings (e.g. in the case of a transfer to the wrong vIBAN).
⚙️ Requirements: Administrator rights in the organisation settings of Aufinity and an active merchant account.
Step-by-step guide
- Open the payment settings: In the Aufinity portal, navigate to the organisation settings and select the “Payment settings” tab.
- Configure automatic marking for direktbezahlen: Activate the first toggle switch so that payments via direktbezahlen are automatically marked as “paid” as soon as the payment service provider’s success notification is received.
- Set automatic confirmation by payment method: Activate automatic confirmation for specific payment methods to assign the “Confirmed” status after successful completion without manual intervention.
- Enable the additional “Received” status: Activate the option to mark payments as “Received” (indicated by a green tick) in order to use the reconciliation of outstanding items directly in Aufinity.
- Activate the reset function for confirmed payments: Enable the option to manually reset confirmed payments – essential if a customer has accidentally transferred money to the wrong vIBAN and an adjustment entry is required.
- Disable the “Pay now” button after success: Activate this switch to automatically hide the “Pay now” button in the customer view after a successful transaction and prevent confusion or accidental duplicate payments.