You have questions? Here are the answers. You can also use our confipay helpcenter.
User must have authorization to create new users in client management
The correct client must be selected (only when working in several different clients)
To create a new user, you have to switch to the client administration via the cogwheel in the upper right corner.
Add opens the following mask. The data can be filled in according to the guidelines of the corresponding company.
After clicking on
Save, a page will open with the possibility to invite the new user by e-mail. When the user clicks on the invitation link in the email, the account is verified and the creation of a password is requested.
More information: User
By clicking on Master data > EBICS contacts. Click on the
Add icon (Plus) in the upper right corner and select whether to import or add new.
Add, this appears:
In the Name field, it is useful to put the technical participant type in parentheses, e.g. TECHTEIL (T), or MUELLER (E).
The information from the bank parameter sheet must be inserted here, where the partner ID may also be named customer ID, and the user ID may also be named participant ID, depending on the bank.
More information: EBICS contacts
To resubmit a SEPA file, the file must first be downloaded as follows:
Payments > SEPA files / select date / select file > 3 points > Download
Then the file has to be dragged into the gray area via Import > SEPA Files / File and uploaded (see picture):
It is possible that the file will be rejected by the konfipay duplicate check upon manual resubmission. With default settings, this check goes back 24 hours into the past, that is, if a file was submitted for the first time less than 24 hours ago, it will be rejected upon manual resubmission.
This duplicate check can be turned off manually to avoid this issue. The setting can be found under API Settings > Checks > Double Submission. After a successful resubmission, the duplicate check must then be reactivated.
Upon receipt of this or a similar message, more information can be obtained via the 3 points > Details:
The prerequisite is that the order type BKA is enabled for the corresponding EBICS contact. This documents how this can be determined.
Miscellaneous files > Retrieved files
Select date range using date picker
Search for PDF in the search
3 points > Download
No, this is currently not possible.
It depends on how much the companies need to be separated from each other, legally. From a technical standpoint, however, it is not necessary. For specific questions about this, please contact our firstname.lastname@example.org.
No, konfipay does not have such limitations. If a file is not processed nonetheless, more information is available in the details, or depending on the type of error at the corresponding credit institution.