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paywise for Teamleader Focus

The Teamleader Focus integration lets you bring open invoices straight from Teamleader Focus into paywise. The invoice number, due date, open amount, customer details and the invoice PDF are carried over without retyping them. Credit notes from Teamleader Focus reduce the open amount. You can pick invoices for debt collection yourself or let the paywise Mahnservice dun overdue invoices automatically. paywise detects payments and credit notes you record in Teamleader Focus automatically.
paywise reads from Teamleader Focus and never writes back. No invoice in Teamleader Focus is changed, cancelled or marked as paid. The integration is offered by paywise and is not a product provided or supported by Teamleader.

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Before you start

  • A Teamleader Focus account that may authorise integrations for your account.
  • An existing paywise account. You must be an administrator of the selected paywise company to connect or disconnect Teamleader Focus.
  • An open invoice in Teamleader Focus if you want to test the collection handover right away.
  • No active DATEV import and no other classic bookkeeping integration for the same paywise company. When switching, paywise may ask you to replace the previous source.

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Which access paywise requests

Teamleader Focus shows the requested access during authorisation: paywise uses this access for reading only.

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1. Connect Teamleader Focus to paywise

1

Open the connection page

Go to app.paywise.de/connect/teamleader/ or choose Buchhaltung anbinden (Connect bookkeeping) in paywise and then Teamleader Focus. Select the paywise company you want to connect.
2

Accept the terms of use

Select Ich akzeptiere die Nutzungsbedingungen der Teamleader-Focus-Anbindung (I accept the terms of use for the Teamleader Focus integration). The link in that text opens the terms first.
3

Start authorisation

Choose Mit Teamleader Focus verbinden (Connect Teamleader Focus). paywise sends you to Teamleader Focus. Sign in there, review the access listed above and choose Autorisieren (Authorise).You never enter Teamleader Focus credentials into paywise. Sign-in and consent happen entirely at Teamleader Focus.
4

Return to paywise

After consent, Teamleader Focus redirects you back. The page confirms that the Teamleader Focus connection was established.
5

Choose the department

paywise only takes invoices from one Teamleader Focus department (company). If your account has a single department, paywise selects it automatically. With several departments, choose the one you want under Abteilung (Department) and confirm with Abteilung speichern (Save department). Invoices become available only after that.
If you change the department later, paywise resets your Mahnservice confirmation. The Mahnservice sends reminders for this connection again only after you have given the confirmation in the Mahnservice once more.

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2. Submit invoices

1

Open the invoice picker

On the Teamleader Focus page in paywise, choose Jetzt starten (Start now). This opens the debt collection wizard.
2

Select invoices

paywise lists the eligible invoices of the selected department with the invoice number, customer, invoice date, due date, total and open amount.Search by invoice number or customer, filter by date and status, and select the invoices you want to submit.
3

Review debtor and document

paywise carries over the customer’s name, address and email address where those details exist in Teamleader Focus. Companies are taken over as businesses, contacts as private persons. The invoice PDF is attached automatically. Credit notes for the invoice appear in the review as Gutschrift (Credit note).Review the draft and complete any missing required details or documents before submission.
4

Record your payment reminder

Reminders from Teamleader Focus are not imported into the collection handover. In the wizard, record whether and when you already asked the debtor to pay and which deadline you set.
5

Send the order

Answer the legal questions, accept the terms and choose Auftrag absenden (Submit order).
From here the case is a paywise matter. You can follow its progress in your paywise dashboard; paywise changes nothing in Teamleader Focus.

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Which invoices appear

A Teamleader Focus invoice can be selected when it:
  • belongs to the selected department,
  • is open (outstanding) in Teamleader Focus, and
  • has an open amount greater than zero after credit notes.
The open amount is the amount still due in Teamleader Focus minus all credit notes for that invoice. Paid invoices, fully credited invoices and drafts do not appear. An invoice already handed to paywise is marked Eingereicht (Submitted) and cannot be submitted twice.

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Use Teamleader Focus with the Mahnservice

Teamleader Focus can also feed the paywise Mahnservice, the pre-collection dunning service. paywise then imports overdue invoices automatically, sends reminders on your behalf and accounts for payments and credit notes recorded later in Teamleader Focus.
1

Choose Teamleader Focus

In the Mahnservice, open Buchhaltung verbinden (Connect bookkeeping) and choose Teamleader Focus. You reach the connection page and connect Teamleader Focus as described above, including the department. Weiter zum Mahnservice (Continue to the Mahnservice) takes you back.
2

Switch off and confirm Teamleader Focus reminders

Confirm in the Mahnservice that, for invoices paywise duns, you use neither the Automatische Erinnerungen für überfällige Rechnungen (automatic reminders for overdue invoices) nor the Inkasso button of Teamleader Focus. This prevents duplicate reminders and fees. Until you confirm, paywise imports no invoices from Teamleader Focus.
Rechnung pausieren (Pause invoice) in Teamleader Focus stops its reminders for individual invoices.
Only the person who established the connection can change or withdraw the confirmation. A change of department or Teamleader Focus account requires a fresh confirmation. How the Mahnservice works with Teamleader Focus:
  • Import: paywise only takes invoices of the selected department that are open and already overdue.
  • Amount: reminder letters, emails and the dashboard show the open amount, that is the invoice amount minus recorded payments and credit notes.
  • Payments: once an invoice is fully paid in Teamleader Focus, dunning ends. Partial payments reduce the open amount.
  • Credit notes and cancellations: if a credit note or cancellation is added, paywise pauses dunning for review. A credited invoice is never treated as paid.
Before every reminder, paywise checks the current invoice status again. If the status cannot be determined safely, no reminder is sent.

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3. Disconnect

On the Teamleader Focus page in paywise, choose Verbindung trennen (Disconnect) and confirm the dialog. paywise deletes the locally stored OAuth tokens and stops reading Teamleader Focus data. Teamleader Focus offers no revocation through its interface. Therefore also remove the paywise integration in Teamleader Focus under Einstellungen → Integrationen (Settings → Integrations). Collection orders you already submitted remain in place. If Teamleader Focus supplies the Mahnservice, running dunning processes are paused because paywise can no longer verify the current invoice status. To reconnect, accept the terms again and repeat the authorisation at Teamleader Focus.

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Troubleshooting

Start again at app.paywise.de/connect/teamleader/. Use the same browser window throughout and sign in to Teamleader Focus with an account that may authorise integrations.
First check that a department is selected and that the invoice belongs to it. paywise only shows open invoices with an open amount greater than zero; paid, fully credited invoices and drafts are excluded. The Mahnservice additionally only shows invoices whose due date has passed.
paywise deducts credit notes for the invoice from the open amount. With partial credit notes, Teamleader Focus may still show the higher amount as due. Check the credit notes for the invoice in Teamleader Focus.
paywise always takes invoices from a single department. On the Teamleader Focus page in paywise, choose the department whose invoices paywise should take over. After a change, confirm again in the Mahnservice that reminders in Teamleader Focus are switched off.
Choose Erneut mit Teamleader Focus verbinden (Reconnect Teamleader Focus) and authorise paywise again at Teamleader Focus. Previous collection orders are not affected.
Check that the Teamleader Focus connection is active, that a department is selected, that you are the original connection owner, and that you gave the confirmation about Teamleader Focus reminders.

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Questions

Write to [email protected].