Checkbox and CRM
Checkbox automatically fiscalizes payments made through SendPulse CRM. After a successful payment, the app creates a fiscal receipt via Checkbox and adds its details to the deal history.
Key features
- Automatic fiscalization of successful payments
- Connect Checkbox cash registers using a PIN or login credentials
- Assign cash registers to payment scenarios
- Configure tax rates and UKTZED product classification codes
- Add receipt details and links to the CRM deal history
- Send receipts to customers via email or SendPulse chatbots
- Activate and deactivate connected cash registers
How to install and use
- Open the SendPulse Marketplace and find the Checkbox app.
- Click Install and grant the required permissions.
- Connect a Checkbox cash register using a cashier PIN or your login and password.
- Configure tax settings, UKTZED codes, and receipt delivery channels.
- Activate the cash register and assign it to the required payment scenario.
- Once a payment is completed successfully, the receipt will be fiscalized automatically and added to the deal history.
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