How do I create a payment condition in Exact Online?

When setting up the Exact Online integration, you’ll need to select a default payment condition. Every transaction synced with Exact Online will have this payment condition assigned in Soldo. If you need to create a new payment condition, you should do this directly in Exact Online. Here’s how:

1. Log in to your Exact Online account. 
2. Click on your company name in the top left-hand corner. Under Manage current company, select Master data.
3. Under Accounts, click on Payment conditions.
4. Click on New.
5. Enter a code of your choice.
6. Enter a description of your choice. We suggest you choose something meaningful, like ‘Soldo card’, so you can easily identify the payment condition when setting up the integration in Soldo. 
7. Set the ‘Payment method’ to Electronic.
8. Click on Save + New.