> ## Documentation Index
> Fetch the complete documentation index at: https://docs.paywise.de/llms.txt
> Use this file to discover all available pages before exploring further.

# orgaMAX Buchhaltung

> Send open invoices from orgaMAX Buchhaltung to paywise — no export, no intermediate step

# paywise for orgaMAX Buchhaltung

<div style={{width: '64px', height: '64px', background: '#ffffff', borderRadius: '10px', display: 'flex', alignItems: 'center', justifyContent: 'center', padding: '10px', boxSizing: 'border-box'}}>
  <img src="https://mintcdn.com/paywisegmbh/wAdTkukMeudh23V7/images/integrations/orgamax-icon.png?fit=max&auto=format&n=wAdTkukMeudh23V7&q=85&s=1bbedb1e37dad1e2c42a2d6d863ab8ca" alt="orgaMAX Buchhaltung" style={{width: '100%', height: '100%', objectFit: 'contain', display: 'block'}} noZoom width="128" height="128" data-path="images/integrations/orgamax-icon.png" />
</div>

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.

<Warning>
  This integration is for **orgaMAX Buchhaltung**. The orgaMAX ERP desktop software
  exposes no interface and cannot be connected.
</Warning>

<Note>
  paywise reads from orgaMAX and never writes back. Nothing in your bookkeeping is
  changed, cancelled or marked as paid.
</Note>

## 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.

<Info>
  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.
</Info>

### What paywise reads

| Data              | Why paywise needs it              |
| ----------------- | --------------------------------- |
| Invoices          | The open receivables you submit   |
| Invoice positions | The breakdown behind the amount   |
| Customers         | The debtor's name and address     |
| Assigned payments | The amount actually outstanding   |
| Sent reminders    | Reminder date and dunning level   |
| Invoice PDF       | The evidence attached to the case |

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.

## 1. Connected in four steps

<Steps>
  <Step title="Open the marketplace">
    Sign in to **orgaMAX Buchhaltung** and open the marketplace.
  </Step>

  <Step title="Install paywise">
    Find the **„paywise“** extension and install it in your account.
  </Step>

  <Step title="Open the extension">
    Open the installed extension — you land back in paywise automatically.
  </Step>

  <Step title="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.
  </Step>
</Steps>

After confirmation the page shows **Verbunden mit** your account, **Status: Aktiv**,
the **orgaMAX-Kontoadresse** and the date under **Eingerichtet am**.

<Warning>
  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.
</Warning>

## 2. Submit invoices for collection

<Steps>
  <Step title="Open the invoice picker">
    On the orgaMAX page in paywise, choose **Rechnungen einreichen**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Check the debtor data">
    Name and address come from the orgaMAX customer, the invoice PDF is attached
    automatically. Review and correct anything missing.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Send the order">
    Confirm how collection should start, answer the legal questions, accept the terms
    and choose **Auftrag absenden**.
  </Step>
</Steps>

### 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*.

## 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/](https://app.paywise.de/mahnservice/).

### 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.

### What paywise checks before every reminder

<Steps>
  <Step title="Regular sync">
    paywise fetches your open invoices from orgaMAX at fixed intervals. Newly opened
    invoices are picked up automatically.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

Payments paywise finds in orgaMAX during a sync end the dunning process
automatically.

<Warning>
  **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.
</Warning>

<Note>
  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.
</Note>

Disconnecting also pauses this company's running dunning processes.

## 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.

<Warning>
  **Also uninstall the paywise extension in orgaMAX.** Otherwise, opening the extension
  again re-establishes the connection.
</Warning>

Only administrators of your company can disconnect.

### Reconnecting

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

<Steps>
  <Step title="Open the extension">
    Open the paywise extension in orgaMAX Buchhaltung — you land back in paywise
    automatically.
  </Step>

  <Step title="Confirm again">
    Confirm your orgaMAX account, the target company and the licence terms again.
  </Step>
</Steps>

## Troubleshooting

<AccordionGroup>
  <Accordion title="„Keine offene Verbindungsanfrage“">
    The confirmation page is valid only directly after opening the paywise extension
    in orgaMAX. Open the extension there again.
  </Accordion>

  <Accordion title="„Die Verbindungsanfrage ist abgelaufen“">
    Same thing: open the paywise extension in orgaMAX again — a new request is
    created.
  </Accordion>

  <Accordion title="„Kein Unternehmen mit Administrator-Rechten“">
    A connection can only be established by an administrator. Contact the
    administrator of your paywise company.
  </Accordion>

  <Accordion title="„Dieses orgaMAX-Konto gehört bereits zu einem paywise-Konto“">
    The account is attached to another paywise account. Sign in there, disconnect
    first, then try again.
  </Accordion>

  <Accordion title="I use orgaMAX ERP — why does it not work?">
    Only orgaMAX Buchhaltung can be connected. orgaMAX ERP exposes no interface.
  </Accordion>
</AccordionGroup>

## Questions

Write to [info@paywise.de](mailto:info@paywise.de).