Payments pairing with registrations

Manually

In the details of each registration, you can easily record any money movement related to that registration.

1. The amount to be paid is created automatically when the registration is created based on the value of the course or group specified in the settings.
   
2. If payment is received in full (in cash or by bank transfer), just click on the Add payment button and enter the necessary details.
   
3. Another option is via the View Payments button, where you can give clients a discount, correct the payment amount, set up a repayment (apply a payment template), or refund the money.
   

Automatically

Take a break from manually importing payments into the system. We have prepared an option for you to match payments automatically.

Currently supported banks are Tatra banka, VÚB banka, FIO banka, mBank and ČSOB.

How does the automatic payment pairing work?

1. The recipient is identified on the basis of the IBAN.
   It is therefore necessary to have an IBAN entered in the general settings or at the course level.
   
2. We identify the registration on the basis of the Variable Symbol.
   Search the system for registrations that have the same variable symbol as the payment you just received.
   
3. We will credit the payment according to the amount and payment status of the registration.
   To avoid possible duplicate payment assignment, we automatically sort payments only on registrations in an Unpaid status. At the same time, the payment must correspond to the issued amount due on the registration.
   

If these three conditions are met, the payment is automatically credited to the registration. If automatic assignment was not possible, you can manually assign the payment in the section Payments – Received payments.

Bulk upload via .csv file

Simply export the payment list from your Internet Banking and upload it to the app at any time.Transactions will be matched by variable symbol/registration number.
If some are not paired correctly due to an error in the variable symbol, they can be subsequently reassigned to any registration.

Detailed information about how to make such import read in documentation.

Automatic pairing via email notifications

The bank will start sending email notifications about your account turnovers directly to Zooza so that it automatically pairs them with invoices and invoices, respectively. with the costs and marked them as paid. Simply set up your internet banking to send email notifications of movements to a specific email address per bankEach notification that arrives in the application is automatically processed and is entered into the system only if at least the first two conditions are met (a match in the account number and a match in the registration found by the variable symbol). All other movement notifications (whether credit or debit) are discarded and are not stored in the system.
Please refer to the documentation for the procedure on how to set this up.

Automatic pairing via GoCardless

Every bank account can be paired to Zooza via the GoCardless integration. Based on your country, GoCardless will offer you the banks it supports in that country. This is the easiest way to pair payments directly into the app as you do all the settings in the comfort of your bank's internet banking. The biggest advantage of this pairing is that you can add multiple accounts if you have created accounts with multiple banks.
Currently, you will be paired 2 times a day through this feature. This means that if a customer sends you a confirmation of a payment, it will take a while before you will see it directly on the customer registration as a paired payment and thus the payment status will change to "Paid".
You can find the procedure how to set this up in the documentation.

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