BestInvoicing.com
  • Welcome
  • Tutorial 1: The Basics
    • 1. Create an Account
    • 2. Create a Customer
    • 3. Create a Product
    • 4. Create an Invoice
    • 5. Configure the Layout
    • 6. Payment Follow-up
    • 7. Let's Roll
  • Tutorial 2: Automate to Save Time
  • Tutorial 3: Process your Purchases
  • BASIC MODULES
    • Customers
    • Products
      • How Can I Update My Product List (e.g. Price Changes)?
    • Proposals
    • Invoices
    • Credit Notes
    • Payments
      • Incoming Payments
      • Outgoing Payments (Purchases)
  • APPS - INTEGRATIONS
    • ! Activating Apps and Integrations
      • Are All Available Apps and Integrations Available for Free?
    • Additional Text Fields
      • How Can I Insert Intertitle(s) Into Documents?
    • Cash Register Tickets
    • Complex Products
    • Delivery Address
    • Delivery Date
    • Delivery Notes
    • Discounts
    • Empty Goods
    • Foreign-Language Customers
    • General Ledger Accounts
    • MailChimp
    • Other Currencies
    • Order Confirmations
    • Order Reference
    • Payment Requests
    • Preset Emails
    • Price Segmentation
    • Product Photo
    • Purchase Orders
    • Purchases
    • Self-Billing Invoices
    • Site Address
    • Stock Management
    • Subscriptions (Recurring Invoices)
    • Tasks
    • Units of Measure
  • SETTINGS
    • Dashboard
    • Personal Settings
      • How Can I Change My Login Email Address?
    • My Subscription
      • Recommend BestInvoicing!
    • Company Information
    • Default Values
    • Email Settings
      • Sending Options
        • Send via Own Domain Name
        • Send via Global Address
        • Send via Open Server
        • Send via Microsoft
        • Send via Google
        • Send via SMTP
      • Email Texts
      • Default CC and BCC Addresses
      • Email Templates
    • Attachments
      • How Can I Add My General Terms and Conditions?
    • Journals
    • Automatic (Payment) Reminders
    • Users
    • Custom Fields for Contacts
    • Legal Notices
    • GDPR
    • Importing Data
    • Theme
    • Numbering
      • My Last Invoice Had No. 115, How Can I Start in Bestinvoicing with Invoice No. 116?
  • CONNECTIONS
    • Connect Your Bank Account
      • Ponto
    • Connections for Accountancy
    • Connections for Online Payment
      • Mollie
    • Backup & Synchronisation
      • Google Drive
      • DropBox
      • SFTP (own server)
      • BestInvoicing Drive
      • OneDrive
    • Connections for Webshops
      • Shopify
      • WooCommerce
  • MORE FEATURES
    • Exporting Data
    • Processing Lists
    • Send Documents by Email
    • Send Documents by Mail
    • Send Documents via PEPPOL
    • Sign Documents Online
    • Tags
    • VAT Number Validation
  • TEMPLATES
    • Using BestInvoicing Templates
      • How Can I Change the Default Order of My Templates?
    • Match Templates to Your Corporate Identity
      • Document Templates
      • Emailtemplates
    • Modifications via internal code
  • FREQUENTLY ASKED QUESTIONS (F.A.Q.)
    • Overview F.A.Q.
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  • Create account with Ponto
  • Activating the Ponto Connection

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  1. CONNECTIONS
  2. Connect Your Bank Account

Ponto

PreviousConnect Your Bank AccountNextConnections for Accountancy

Last updated 2 years ago

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is a tool to link your bank details with other software. By connecting your Ponto account to BestInvoicing, you can automatically share your bank details and your bank's payment options with BestInvoicing.

When BestInvoicing is linked to Ponto, all your bank transactions and the balance of your linked bank accounts can be consulted. With this data BestInvoicing can then automatically mark invoices as paid, provide a complete overview of all your bank accounts, ...

To use this connection in BestInvoicing you need to perform three actions yourself:

  • Create a Ponto account;

  • Add your bank accounts to Ponto;

  • Activate the Ponto connection in BestInvoicing

Create account with Ponto

Through Ponto's website you can easily create an account for your company. You will also be able to choose between the different subscription formulas. If you only want to retrieve transactions, 'Account Information' suffices. If you also want to pay your purchases from within BestInvoicing, also select 'Payment Initiation'.

Activating the Ponto Connection

To activate the Ponto connection:

  1. Go to 'Apps and Integrations', using your email address at the top right of the screen.

  2. You will find the Ponto app under the apps for 'Payments'. Click the green 'Activate' button.

3. After activation, you can start connecting your Ponto account via the yellow 'Configure' button. You will be asked to connect your Ponto account: you will now be redirected to the Ponto environment. There you must give BestInvoicing permission to receive your Ponto data.

4. After you have registered via Ponto, you will see an overview of your account(s) that are transmitting data through Ponto, based on your IBAN number.

An extra line will now appear in the overview of your payments (left menu): Ponto. When you click 'View' you can see the list of transactions that have been pulled in via your Ponto connection.

Ponto collects your transactions hourly and sends them on to BestInvoicing. This happens more or less in real time. When setting up the account and connecting to Ponto, Ponto is only going to retrieve the last 100 transactions. Some accounts may have had thousands of transactions before the link was set up, so BestInvoicing is not going to retroactively retrieve them all.

BestInvoicing takes care of the technical connection between BestInvoicing and Ponto. For all questions regarding activation, connection with your bank, ... You can . If you encounter technical problems please contact .

contact Ponto
support@bestinvoicing.com
Ponto