Portal

General Questions

• My account says Update subscription - What has changed?
• How to Resolve Manual Tasks: "Invoice Reconciliation Cannot Be Resolved"?
• Accounting Feature in wallee - Getting Started
• How can I get all the open account receivables for a particular date?

Customize

• Using the Resources Tool
• How can I add translations to the payment page fields?

Email Handling

• Wallee Portal: Change attachment filename of invoice
• How can I disable that wallee sends any emails to my customers?
• How can I send emails with my own sender address?
• How can I define what attachments is sent in an email?
• How can I send the emails to me as merchant in BCC?
• Get access to MetaData

Automated Accounting

• How to work with Bank Transactions?
• How to get bank transactions via the API?
• How Reconciliation Works: Payment Receipts for Transactions and Refunds?

Invoice Processing

• I was still charged even though account canceled?
• Where can I find my invoices?
• What is a Charge Flow?
• Manually Reactivate "Suspended" Customer-Subscription in Wallee
• Wallee invoicing for connectors and refunds
• Why are my orders for invoices or pre-payments are cancelled?

See all 14 articles

Roles / access

• How to share your credentials securely with the wallee Support?
• How can I create roles and new users to access my space and account?
• Why do i get an Error 403, when trying to login?
• How can Invites to Spaces or Account be revoked?