The autokassza service is available to you in the #digital and #profi packages.

When your customer transfers the amount, the reference column must include the serial number or order number of the invoice / pro forma invoice. Autokassza uses this data to synch the invoice with the transfer.

Bank transactions can only be viewed by people with the user rights „account owner – fiókgazda”, „administrator – adminisztrátor”, „accountant – könyvelő” or “accountant (can issue invoices) – könyvelő (számlázhat)”. Bank transactions cannot be viewed by people with the user rights „invoicing – számlázó” or „kezelő – operator”.

Yes. This means that amounts transferred to your bank account will appear in your invoicing account as soon as the data is received from the bank.

You can do this at any time on the settings page. Then you will not receive any more data from the bank in your invoicing account, but you will still find the data you have received so far.

Autokassza is currently available for the following banks:

• CIB Bank
• K&H Bank
• MagNet Bank
• MBH Bank (korábban MKB)
• MBH Bank (korábban BB)
• MBH Bank (korábban Takarékbank)
• OTP Bank
• UniCredit Bank
• Wise

We are continuously working to integrate as many banks as possible with Számlázz.hu.

In the case of K&H Bank, MBH Bank (formerly MKB Bank, Budapest Bank or Takarékbank), OTP Bank and UniCredit Bank, autokassza connections must be renewed every 180 days, while in the case of CIB Bank, MagNet Bank and Wise this period is 90 days.

We will send you a reminder message 8 days before the expiration of your autokassza connection, which we will repeat two days before the expiry date in which we will also describe what you need to do to renew it. You can check the validity period of your current connection here.

It is worth renewing the validity of the connection before it expires, the renewal process is exactly the same as the connection.

If you want to use autokassza with bank accounts at different banks, you can do so without any problems. In this case, if the value of an invoice will be received on any of your bank accounts, the matching of the invoice and transaction will work.

In the case of some banks, it is already possible to connect several bank accounts with the same bank to your billing account.

With autokassza we match not only the incoming transactions with the invoices you issue, but also automatically assign the transfers you initiate to the invoices issued to you.

In this case, it is important that you include the serial number of the payment receipt accurately and separately in the notification of the transfer you initiated, so that the system will handle the process without any problems.

If the pairing does not happen automatically (for example, due to an incorrect notification), it is possible to pair them manually.

Bank transaction data is synchronised 90 daysretroactively in the case of CIB Bank, K&H Bank, Magnet Bank, MBH Bank (formerly MKB or BB), OTP Bank and Wise, 60 days in case of UniCredit Bank, while for MBH Bank (formerly Takarékbank) it is 30 days.

Számlázz.hu launched autokassza within the framework of its AISP license issued by the Magyar Nemzeti Bank. The license is subject to extremely strict rules, which Számlázz.hu fully complies with, so the security of our system is certified by MNB.