FIO bank transaction matching

Automation of the purchasing process using the Affinite FIO Transaction plugin

A high level of automation in the purchasing process is made possible by the plugin through its integration with the Fio Bank API. Orders paid via bank transfer are automatically matched based on the variable symbol and moved to the selected status. You no longer need to check whether the customer has already paid or if you can ship the goods.

Transactions are displayed in a clear table with filtering and search options.

Automatic transaction matching

Each transaction is checked and matched with an order based on the order ID or order number. The check is performed using the variable symbol provided with the payment. If no match is found, the transaction is marked as unmatched.

Transaction overview

Each transaction is stored in the database and displayed in a clear table, including the transaction number, payment date, name, account number, and the associated order if the transaction was successfully matched.

Transaction filtering

The table includes filtering and searching, allowing you to quickly find unpaired transactions.

Connection to multiple FIO accounts

If you have a website selling to multiple countries and you use a Euro account, the plugin can be linked to other accounts by adding the token of that account. Incoming transactions will be checked from that account as well.

Manual order matching

If the order does not match - wrong variable symbol, mismatched payment, you can manually assign the order. Click on the pair button to select the order and pair it manually. Unpaired bypasses can be easily filtered out.

Unpaired transaction alert

If you receive a transaction that cannot be paired due to an inaccurate payment amount, the plugin will send you an email notification.

Automatic change of order status

The plugin contains settings that you use to determine what state the order should be placed in after pairing. The settings are split into physical and virtual products to allow you to set up different processes for these types of products.

Update transactions using a cron job

Transaction processing is a performance-intensive task for the site, so it is not performed continuously, but must be run at intervals you specify. The processing is triggered using a cron url that is specified in the plugin settings. There you can choose when the matching will be done, for example at night, so that in the morning the payments are already matched and you can ship the orders.

Plugin settings

The plugin settings can be found in the WooCommerce menu - Fio Bank Payments

Here you enter the token you find in your FIO bank account.
You will set the allowed deviation for payment matching and enable synchronization.
You select what state to put the order in after pairing for physical products.
If you also sell virtual products, you set the settings for them as well.
You select what the order will be paired according to.
You set how many days into the past you want to check transactions.
You enable email notifications when the amount is inaccurate.
You set the email for notifications.
You set up a cron job to check transactions periodically.

Changelog

1.0.0 - Plugin init