FAQ - Basics about how to use the System
After we receive your application to our system, we create your account. In the creating process we send you an invitation to the system via email. (Please check your Spam, if you didn't see it in your Inbox). The invitation has an expiration date. If you need a new one please write to: service@my-factura.com
We highly recommend to use 2FA. To enable it please go to your profile (upper right corner, behind your name), click on the "pen" and enable it.
Look at the navigation panel on the left side of your screen.
Click on: CONSUMERS
Click on: OVERVIEW
Use the filters to search - More about filters in the box below
Look at the navigation panel on the left side of your screen.
Click on: TRANSACTIONS
Click on: IN TRANSACTIONS
Use the filters to search - More about filters in the box below
Look at the navigation panel on the left side of your screen.
Click on: MY-BILLINGS
Click on: STATEMENTS IN
Use the 3 blue dots and choose "download PDF"
Look at the navigation panel on the left side of your screen.
Click on: MY-BILLINGS
Click on: STATEMENTS IN
Use the 3 blue dots and choose "download XLS"
FAQ - More about using the System
Click on "filters" and a whole menue of possibilities appears. Click the checkboxes and the blue "filter" button.
Choose "returned" to see the returned direct debits.
Choose "for dunning" to see the transaction in dunning.
Behind the blue dots you find the context menue through out the system. What means: Everything you are able to do here are behind the blue dots. For example: "Download PDF" in the Statements Area, or "View Details" at every Transaction in the Transactions Area.
We sort the data in "batches". Which means every data transfer to us is seen as a batch with a specific number. In the name of the batch is the period of time where we get the data. ("25.01.xxxx - 30.01.xxxx means the Members Fees of February)
Payments later transferred (or cancelled) to/ from our bank account from periods before the current appear under their original batch name. Maybe their are a lot of them, depending on the activities of your members.
On the last page of your statement you find an summary of everything that is calculated and the final sum that gets paid out to you.
In the Reporting we list all activities regarding contributions in an excel file. Here you see the returned transactions name by name. Also the transactions that have worked without problems. You can see which members are problematic and which members do well.
In column "N" you find the feedback the bank gives us about transactions. "payment cancelled" means your consumer has send it back actively. "other reason" mostly means there is not enough money in the account. We try again 7 days later and often it works than.
Business Advice 4 Professionals
Maybe you have seen the hint on your statements. If you are located outside Germany this is important. The reverse charge procedure is the reversal of the liability for tax. It is a regulation in VAT law. Please ask your tax consultant for further information.
The standard process is as followed: We collect direct debits on the first workday of the month. (Normally the 01.) If the transaction returns we try again 7 bank working days later.
If the transaction returns again we send out an dunning (if you told us to do so) if nothing happens we send out an second one 10 days later.
If the member fee is still un-payed 10 Days after the last dunning the system sets the transaction in the status "...inkasso" you can see that in the system in "TRANSACTIONS"
Now it is up to you to decide how you want to handle it. Give it to your Dept Collection Company or handle it by yourself. But the automatic process ends here.
Like described in the last box you need to take care of this ones. But maybe you will find it smarter to act earlier. Find out why your consumer cancelled the transaction or talk to the ones with "wrong iban" or "closed account" in the reporting and request a new iban. Every time a transaction returns, the bank charges a fee to you (through us). If there a lot of them from one member, maybe it's better to stop direct debits and change to "cash payer".
If you are not located in one of this countries, please don't accept this IBANs. Direct debits in the EU banking system only work properly with countries where EURO is the local currency. At PL, HU, CZ, GB, SE, DK, HR, BG, RO it is not.
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