In this tab you can enter bank accounts you want to link with Billit. This connection reassures automation of tasks is possible, because it matches payment information to your invoices and is the trigger for reminders but also provides you an up-to-date financial overview in the dashboard.
To link your bank accounts with Billit using Ponto, you first need to create a Ponto account and add the bank accounts that you want to link to your Ponto account.
In Billit, go to ‘Settings’ > ‘Integrations’. Click on the Ponto tile and select ‘Connect' on the following page.
You will now be redirected to the Ponto website. Log in with your Ponto account credentials and activate the bank accounts to which you want to give Billit access.
Your bank accounts are now linked with Billit via Ponto. You can now:
See an overview of your accounts on your dashboard.
- See whether a sales or purchase invoice has been paid.
- View all your bank account transactions under the 'Bank’ tab.
Q: I get the following error message: “There is a problem with the connection between your account and Ponto. Try to connect again via Settings > Integrations > Ponto or contact Ponto support on firstname.lastname@example.org.” What can I do?
A: This means that the link between Billit and Ponto is broken. You can re-establish the link by clicking on the ‘Automate’ submenu in the ‘Bank’ menu. Then click ‘Configure’ in the Ponto box.
Q: I get the following error message: “You have activated Ponto but you did not activate any bank accounts in Ponto. Therefore, automatic payment check is not possible.” What can I do?
A: This means that you are connected to Ponto but have not given Billit access to the data of your accounts in your Ponto account. You can do this by logging into Ponto with your Ponto account and turning on the switches next to the accounts to which you want to give Billit access.
Q: I get the following error message: “Ponto does not currently have access to some accounts. As a result, the transactions of that account are no longer synchronised. Sign in to Ponto to re-authenticate your bank accounts.” What can I do?
A: For security reasons, you will need to re-authenticate your accounts with your card reader in your Ponto account every x months (depending on your bank). Sign in to Ponto with your Ponto account to re-authenticate your bank accounts.