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paywise for orgaMAX Buchhaltung

orgaMAX Buchhaltung
Take open invoices from orgaMAX Buchhaltung straight into paywise — no export, no intermediate step. The connection starts in the orgaMAX marketplace: you install the paywise extension there and are returned to paywise automatically.
This integration is for orgaMAX Buchhaltung. The orgaMAX ERP desktop software exposes no interface and cannot be connected.
paywise reads from orgaMAX and never writes back. Nothing in your bookkeeping is changed, cancelled or marked as paid.

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Before you start

Two prerequisites:
  • You need the administrator role in paywise for the target company.
  • No active DATEV import may exist for that company. Deactivate it under DATEV Einstellungen → Gefahrenzone → Integration deaktivieren before connecting orgaMAX.
Plus: an orgaMAX Buchhaltung account with at least one open invoice.
You do not need a paywise account in advance. If you arrive from the orgaMAX marketplace without one, paywise walks you through registration and takes your company details from orgaMAX.

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What paywise reads

The integration is read-only. When connecting, paywise additionally verifies that the granted access can actually read invoices — a grant without that permission is rejected rather than appearing to work.

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1. Connected in four steps

1

Open the marketplace

Sign in to orgaMAX Buchhaltung and open the marketplace.
2

Install paywise

Find the „paywise“ extension and install it in your account.
3

Open the extension

Open the installed extension — you land back in paywise automatically.
4

Confirm the connection

Confirm your orgaMAX account, the target company in paywise and the licence terms, then choose Verbindung herstellen.Only companies where you are an administrator are shown. If the orgaMAX account displayed is not yours, cancel and open the paywise extension in orgaMAX again.
After confirmation the page shows Verbunden mit your account, Status: Aktiv, the orgaMAX-Kontoadresse and the date under Eingerichtet am.
If the company is already connected to an orgaMAX account, paywise warns you on confirmation: the new connection replaces the existing one. Invoices are then read only from the newly confirmed account.

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2. Submit invoices for collection

1

Open the invoice picker

On the orgaMAX page in paywise, choose Rechnungen einreichen.
2

Pick the invoices

paywise lists your open invoices live from orgaMAX — with invoice number, customer, invoice date, due date, total and open amount.The due date comes straight from orgaMAX; paywise calculates nothing here. The open amount accounts for assigned payments.
3

Check the debtor data

Name and address come from the orgaMAX customer, the invoice PDF is attached automatically. Review and correct anything missing.
4

Review the reminders

Reminders you sent for the invoice in orgaMAX are imported automatically with date and dunning level. Scheduled but not-yet-sent reminders are deliberately not imported. If you dunned outside orgaMAX, add that by hand here.
5

Send the order

Confirm how collection should start, answer the legal questions, accept the terms and choose Auftrag absenden.

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Invoices that cannot be submitted

  • Invoices, closing invoices and deposit invoices can be submitted.
  • Cancellation documents are excluded. In orgaMAX these are separate documents with negative totals that sit in status paid.
  • Cancelled invoices do not appear — even when orgaMAX leaves the outstanding amount on them. paywise detects a cancellation both from the status and from the reference to the cancellation document.
  • Recurring invoices and unknown document types are excluded.
  • Invoices with no outstanding amount.
  • Incomplete recipient details. paywise imports the invoice as an editable draft. Complete the name and address in paywise before submitting the order.
  • Already submitted invoices are shown as Eingereicht.

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Mahnservice: importing invoices continuously

This integration feeds more than the one-off collection handover — it can also supply the paywise Mahnservice, the pre-collection dunning service. paywise then fetches your open invoices regularly and sends payment reminders on your behalf, before a case becomes a collection matter. You set the Mahnservice up at app.paywise.de/mahnservice/.

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Prerequisites

All of the following must be in place before the recurring sync starts:
  • An active orgaMAX connection with a valid connection.
  • A Mahnservice subscription and the accepted Mahnservice terms.
  • A decided import scope — you determine once which invoices should be taken over.
  • Your confirmation that you have switched off dunning in orgaMAX. The Mahnservice does not start without it.

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What paywise checks before every reminder

1

Regular sync

paywise fetches your open invoices from orgaMAX at fixed intervals. Newly opened invoices are picked up automatically.
2

Status check immediately before sending

Right before a reminder goes out, paywise queries the current invoice status in orgaMAX once more. If the invoice has been paid or cancelled in the meantime, no reminder is sent.
3

When in doubt, nothing is sent

If the status cannot be established beyond doubt — because orgaMAX is temporarily unreachable, for instance — paywise holds the reminder back. That is deliberate: a reminder sent late is better than one sent to somebody who has already paid.
Payments paywise finds in orgaMAX during a sync end the dunning process automatically.
Switch off dunning in orgaMAX before starting the Mahnservice. Otherwise you and paywise dun the same invoice in parallel. paywise therefore asks for this confirmation explicitly and only starts sending afterwards. You can revoke it at any time — sending then stops immediately.
The confirmation applies to exactly the orgaMAX account you gave it for. If you later connect a different orgaMAX account to the same paywise company, paywise asks again — nobody has yet decided anything about the new account’s own dunning.
Disconnecting also pauses this company’s running dunning processes.

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3. Disconnect

On the orgaMAX page, choose Verbindung trennen and confirm. paywise then stops reading invoices from your orgaMAX account. Orders you already submitted are unaffected.
Also uninstall the paywise extension in orgaMAX. Otherwise, opening the extension again re-establishes the connection.
Only administrators of your company can disconnect.

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Reconnecting

No reinstallation is needed as long as the extension is still installed in orgaMAX:
1

Open the extension

Open the paywise extension in orgaMAX Buchhaltung — you land back in paywise automatically.
2

Confirm again

Confirm your orgaMAX account, the target company and the licence terms again.

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Troubleshooting

The confirmation page is valid only directly after opening the paywise extension in orgaMAX. Open the extension there again.
Same thing: open the paywise extension in orgaMAX again — a new request is created.
A connection can only be established by an administrator. Contact the administrator of your paywise company.
The account is attached to another paywise account. Sign in there, disconnect first, then try again.
Only orgaMAX Buchhaltung can be connected. orgaMAX ERP exposes no interface.

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Questions

Write to [email protected].