In this tab you can enter the bank accounts you want to link with Billit. With this conection, Billit has up-to-date information which can trigger automatic reminders but it is also used as a basis for the financial overview on the dashboard.
Open your company’s profile by clicking ‘My company’ in Billit at the top left of your screen. Then click the ‘Bank’ tab in your company profile, and click ‘Add’ to add an account number. Don’t forget to click ‘Save’ after entering your bank account number.
In the ‘CODA’ column, click ‘Connect’. You will be redirected to Connective. There, you can digitally sign the mandate. Did you click the link but you didn't immediately sign the mandate? Then the message ‘Sign document’ will appear next to your bank account number. Click this to be redirected to the Connective website to sign the document.
As soon as you have signed the mandate, a pop-up window will open and ask you to verify your bank account. You do this by wiring €0.01, and using the unique code from the verification window as the reference. As long as your bank account is not verified, the message ‘Mandate requested, your bank account is not yet linked’ will appear next to your bank account number. Clicking this message will open a verification window with the unique code to verify your account. Once your bank account is verified, a green checkbox will appear next to your bank account number. This means that the account has been successfully linked and your digital bank transactions will be automatically imported into Billit as soon as we receive them from your bank(s).
Q: I want to link a savings account to Billit but I can't verify it because I can't wire from this account.
A: In this case, please contact support@billit.eu to have our back office complete the verification. In the meantime, you can provide us with a RIB (bank identity certificate), which you can obtain from your bank. This certificate must contain at least the following details:
- Account number and BIC/SWIFT code
- Surname, first name and address of the account holder
- Date on which the account was opened
- Date on which the certificate was printed
- An authentication code (to demonstrate authenticity of the certificate)
Q: I verified a bank account but the link isn't yet active. What do I do now?
A: As soon as your bank(s) share(s) digital bank statements with Billit via the verified link, these details will be visible in the Bank menu and the connection will become active. The checkmark in the company settings only turns green as soon as the first CODA file is received. Depending on the time your bank takes to process your request, it may be a while before this happens. If this takes longer than 7 days, we recommend you to contact your bank.
