Connect Pay. with AFAS and automatically process payments in your financial administration. No more manual reconciliation. Always up-to-date figures in AFAS.
Table of contents
1. Connect to Pay.
To connect your Pay account to Combidesk, you need an API token.
Generate an API token in Pay
Log in to your Pay account.
Go to Merchant and then to API tokens.
Click + Add in the bottom right.
Enter a description, for example Combidesk.
Select the 'All Merchant rights' checkbox.
Click Add.
You have now generated the Code (AT-...) and the Token. You will need these shortly to establish the connection in Combidesk.
Install the Pay connection
Find the desired Pay connection in Combidesk.
Click Install this connection.
You will be asked to connect to Pay.
Paste the previously copied Code (AT-...) and Token into Combidesk to complete the connection.
2. Connect to AFAS
Before you begin, make sure you have access to the following:
An active AFAS subscription with access to the AppConnector
The subdomain of your AFAS environment (the part before .afas.online)
An XML token generated via the AppConnector in AFAS
Haven't set up the AppConnector yet? Do this first in AFAS via Management → AppConnector. Make sure that at least one connector has been added to your AppConnector and copy the XML token — this is only shown once by AFAS.
Step by step: connecting your AFAS account
Step 1: Open the connection screen
Go to the installation page of the integration and click "Connect your AFAS account". A screen will appear as shown below.
Step 2: Enter your subdomain
In the Subdomain field, enter the first part of your AFAS URL. The full URL has the following format:
Only enter the part that comes before .afas.online.
Step 3: Paste the XML token
In the Token field, paste the full XML token that you copied from the AppConnector in AFAS. The token looks like this:
<token><version>1</version><data>...</data></token>
Please note: AFAS only shows this token once. If you no longer have it, you will need to create a new token in the AppConnector.
Step 4: Test or acceptance environment (optional)
Do you want to connect to a test or acceptance environment? Check the corresponding option:
Connect to a test environment
Connect to an acceptance environment
Leave these options unchecked if you want to connect to your production environment.
Step 5: Save
Click "Save" to confirm the connection. If everything is correct, your AFAS account is now successfully connected.
3. Configuration of the integration
For the integration to work properly, it must be configured correctly. In the paragraph below, we'll go through all the steps of the integration in sequence. Before starting the installation, we recommend that you first carefully read through these steps.
Configure these Pay. steps:
Select turnover groups
Do you only want to export transactions from a specific turnover group? If yes, select the turnover group below.Export existing settlements
Pick a date in the past, present, or future. The first eleven imported items are free of extra charge.
Configure these AFAS steps:
Administration
Select the administrationJournal
Select the journal to book the financial entries onCosts ledger account
Select the ledger account to book the costs onProvider ledger account
Select the ledger account to book the provider payout onDebtor not found ledger account
Select the ledger account to book payments on when the debtor is not foundFinder type existing invoices
Where to look for the existing invoice numbers?Journal
Select the sales journal in which to look for the sales entries
4. The Combidesk customer dashboard
How does the dashboard work?
If you've created a new Combidesk account or installed a integration, you'll receive an email with access to your Combidesk account. When you log in to combidesk.com, you'll arrive at the dashboard. This is where your integration is located. From here, you can easily adjust your integration and account settings, view the integration logs (history), and access support.
What can you view via your Combidesk account?
From your Combidesk dashboard you also have access to your account settings, connected accounts, billing and support.
5. What can you expect from Combidesk?
We understand you're busy or perhaps have little software experience. That's why our specialized team is always ready to help. Take advantage of our installation packages to save yourself even more time.
Installation appointment
If you're short on time or would like us to handle the entire installation, take advantage of our remote implementation support. We'll take care of everything for you right away and deliver a fully functional connection. For most connections, installation support costs a fixed fee of €150, while others cost €300. If you decide not to continue with the connection after the trial period, there's no charge. Schedule an installation appointment below and schedule it right away.
Explanation of service level (SLA) subscriptions (Basic, Pro, Premium)
To help you use our integration effectively, we offer three service levels: basic, pro, and premium. You can always change the service level in your integration. The price will be adjusted for the next billing period.