Set a document rule for a payment method
Updated
The task "Payment method “…” has no document rule" names a payment method as your shop reports it technically, for example "bacs" or "Rechnung". As long as it has no flow, no document is created for orders with this payment method. The dashboard therefore marks it "Blocks invoicing".
- TriggerOrder with an unknown payment methodpaid or shipped, with no payment from a provider
- You"Configure flow"leads to Document rules → Payment methods & flow
- ThereChoose a flow and savePayment received, Pay by invoice or Prepayment
- ThenTask closes, documents are createdfor pay by invoice, on shipping
What happened
Your shop reported an order as paid, or an order was shipped. But for its payment method there is neither a linked payment from a connected payment provider nor a rule saying whether it runs as pay by invoice or prepayment.
Without a rule, Rechnungskit waits for a payment that never comes for bank transfers or pay by invoice. The order would stay on "No payment received" for good. There is only one open task per payment method, even with many orders.
No task is created for:
- orders before your document start date
- point-of-sale sales from Shopify POS
- payment methods of a connected payment provider
- payment methods for which a payment has arrived before
Why Rechnungskit stops here
Whether the document is created when the payment arrives, on shipping with a payment term, or after prepayment changes the invoice date, the payment term and the open items. Rechnungskit doesn't guess that from the name of a payment method.
Exception: well-known pay-by-invoice providers such as Klarna or Billie are set to pay by invoice by Rechnungskit the first time they appear. It never overwrites a choice you have already made.
How to resolve it
- Click "Configure flow" on the dashboard or in the order details. Under Invoices in the "To review" tab, the button is called "Open". You land under Connections → Document rules at "Payment methods & flow", with the payment method's row highlighted.
- Choose exactly one flow:
| Flow | When the document is created |
|---|---|
| "Payment received" (default) | as soon as the payment provider reports the payment |
| "Pay by invoice" | on shipping, without a payment, with a payment term and open-item tracking |
| "Prepayment" | when the shop reports the order as "paid"; Rechnungskit records the incoming payment from that |
- Save. A payment method can't be pay by invoice and prepayment at the same time.
- Rechnungskit then catches up on the orders with this payment method that have piled up. For pay by invoice, the document is created as soon as the order is shipped.
If the row shows the notice "… is not connected", also connect the provider under Connections → Connect. Without a connection, no payment arrives.
When the task closes on its own
The task closes when you save a flow for this payment method. It also closes as soon as an order with this payment method is invoiced through a real payment, because that proves the route works.
Related settings
- Connections → Document rules → Payment methods & flow
- Connections → Document rules: payment term and payment reminders for pay by invoice
- Settings: IBAN, required for pay-by-invoice documents with a payment term
Where to find it in the app
Rechnungskit is not a tax advisory or law firm. This article explains general principles and does not replace advice from a tax advisor (Steuerberater, § 5 StBerG) or a lawyer (§ 3 RDG). Rechnungskit is built for businesses based in Germany and prepares documents, tax rates and bookings automatically. How your specific case is treated remains your decision, ideally together with your tax advisor or a lawyer.