Deskera Books and Veem integration allows you to receive and send online payments for the US Orgs from your customers and view, reconcile payment transactions in Deskera Books and Veem account helps to receive automated payments
Once your customers receive invoices, they can simply click on the ‘pay now’ button and make payment online by entering their credit or debit card details.
Deskera Books and Veem integration will help you in automating the payment collection process resulting in faster payment receipts. Save your time with automated.
To integrate with Veem, follow the steps mentioned below:
1. On Deskera Books select the organization which you want to connect your account with Veem.
2. On the main menu >> click on Apps Module>> A screen will appear and select the Veem connect option. Next, in your Veem Connect App Click on the 'Get This App' button.
3. Next, click on the Connect button and enter Deskera's Book credentials and click on the register button.
4. Then select the organization and click Authorize.
5. You will see a Green tick, that represents you have successfully connected to your organization.
6. In the Next Step, you need to connect your Veem account, and you will be redirected to the Veem login page where you can use your existing Veem account or signup for a new account before starting this process After sign up click on the connect button.
7. Once your account has been connected with the Veem account, under Deskera Config section, you need to select the Veem fee account from the dropdown menu which will be changed to your invoice once payment has been done. Next click on Save button and below sync message will appear.
8. On the sidebar menu click on the Sales invoice/Purchase Invoice which will take you the page where you can see the list of all pending invoice due for payment.
9. To get the invoice paid, click on the Send button. A below dialogue box will appear where it will ask you to fill in your Contact Number and email id where the invoice will be sent.
And, also if you want this email id to be saved for any future transactions, tick on the checkbox and it will be updated in the Deskera Books.
10. After entering the contact number and email id, click on the Send button and the status of the invoice will be changed to Veem Invoice in the Sales Invoice page.
11. Next Click on the Veem Invoice button, and a window will appear where you need to sign in with your Veem Connect credentials(Email id and Password)
12. Next, from the account list, you need to select the account for which the payment has to be sent.
13. After the appropriate account is selected a below screen will appear where you can see all the payment details of your invoice, then click on the Send Payment button.
14. A screen will appear with the details Payment Information which you need to verify and you will see two option either to Send Payment or Schedule Payment. If you wish to make the payment for any future date click on Schedule payment option.
And if you need to make the payment on the same day, click on the Send Payment button, and a message will appear with Payment submitted.
15. Then Click on Continue button and a below Veem dashboard with all the invoice due and submitted details will appear.
16. Under the Payments section invoices with status submitted and Deposited will be visible. From the list select the invoice for which the payment has to be submitted.
17. Click on the three contextual dots and a box will appear with few options,
- View Details: Payment and transaction information will be displayed.
- Cancel/close Transaction: If you do not wish to proceed with this transaction select this option and you can get out of the transaction by selecting the close option
For making the transaction payment, you need to complete the below three steps
- Advance to Authorized (Step 1)
- Advance InProgress (Step 2)
- Advance to Payment (Step 3)
18. By clicking on the Advance to Authorized option and a below message will pop up for making the transaction to be authorized and if yes, click on the Advance button.
19. After this again when you click on the three contextual dots select the option Advance to InProgress and a below message will pop up if you want to progress with this transaction ahead and if yes, click on the Advance button.
20. After this step, the status of the transaction will be changed to In Progress. To make the transaction payment complete, again click on the three contextual dots and select the option Advance to Payment. A below message will pop up if you want to complete the transaction payment, if yes click on the Advance button.
21. Next, in the transaction list, the status of the invoice will be changed to Deposited where the invoice amount is deposited and paid.
22. Once the Invoice is paid, it will not be visible under the Sales invoice screen on the Deskera Veem-Connect App.
Similarly, for the Purchase Invoice payment, you need to follow the same process as Sales Invoice Payment using Veem-Connect.
23. The status of the invoice will be updated to Payment received under Sell Module in Deskera Books.
24. A Separate Journal Entry will be recorded with the payment received,
