Pay24

Is it paid? Pay24 answers this for every deal and invoice. Record partial payments in seconds, see the balance due and days overdue — or upload your bank statement and let Pay24 find which invoices your clients have paid.

Bank statement import with automatic matching

• Upload the statement from your online banking: CAMT.053 (ISO 20022 XML), MT940 (including Polish PKO BP, mBank, ING, Pekao, Santander and German formats) or CSV (Revolut Business, Wise, mBank, ING and any other bank — you just pick the columns once).
  
• Only incoming payments are taken. Each one is matched with your open invoices and deals by the invoice number in the payment details (also numbers like INV/2026/00001 or PF/2026/00007 from document generators), the amount (full or partial), the client's VAT ID / NIP and IBAN from the CRM requisites and the payer's name.
  
• Confident matches are recorded automatically; the rest wait for you with Match and Skip buttons and a search by invoice number, deal or client.
  
• Safe by design: the same statement uploaded twice never records a payment twice; payments in another currency are never recorded without your confirmation; overpayments are flagged.
  

Partial payments on the deal and invoice card

• A Payments tab in deals and invoices: amount, paid, balance due, status and days overdue.
  
• Record a payment with its date, method, bank reference and note. Payments are stored in Bitrix24 itself — they stay even if you remove the app.
  
• A deal with invoices shows how much of each invoice is paid.
  

Reports and automation in your CRM

• "Paid", "Balance due", "Last payment date", "Days overdue" and "Payment status" are copied to deal fields — filter deals, build reports and kanban views with standard CRM tools.
  
• Automation triggers "invoice fully paid", "partial payment received" and "overpayment" — move the deal to the next stage or notify a manager.
  
• Automation rule "Pay24: recalculate balance" returns the paid amount, balance and status for your rules.
  
• Statement of account for a client: invoiced, paid and balance due per currency — print it or attach the PDF to the deal.
  

Any currency: EUR, PLN, USD, GBP, CHF and others — amounts are shown in the currency of the invoice or deal.

Privacy: bank statements are read in memory and are not stored; we keep only an anonymous fingerprint of each recorded line to prevent duplicates. Hosted in the EU (Germany), GDPR data processing terms are part of our Privacy Policy.