PDF Payment > Configuration > Sofortüberweisung

Click the “PDF Payment” option in the PDFMAILER menu for the setup. A list with all supported payment providers will be displayed. Click “SOFORT online transfer”.

A payment function will now be integrated into the document if you have previously linked PDFMAILER to your SOFORT online transfer account; otherwise, the set-up wizard will open. Follow the instructions in the set-up wizard.

You must have a customer account with SOFORTto use the PDF Payment integration of SOFORT online transfer. You can register at https://www.sofort.com/register if you don’t have an account yet.

You will also need a SOFORT bank account and the paycode function must be activated for your SOFORT online transfer account. You must also have created and correctly configured a project in your SOFORT online transfer account to be able to use gotomaxx PDFMAILER with the service. Please contact SOFORT online transfer directly with any questions.

Step 1 (Configuration key)

In the first step of the wizard, you will be prompted for your email address. Please enter the email address in the field provided. You will also have to enter the configuration key for the SOFORT online transfer project you set up for gotomaxx PDFMAILER. Confirm with “Continue”.

Step 2 (Name and purpose of payment)

In this step, you will be prompted to enter your name/company name. It will be shown on your payment slip and in your customer’s Saferpay shopping cart. You can also select a purpose of payment that will be determined automatically. This information will make it easier to attribute payments. You can define up to two payment purposes. We recommend entering at least the invoice number because that is a Saferpay requirement.

Step 3 (Language and QR code)

Activate the QR code function for paper vouchers as standard. Please read the QR codesection for more information. You can also select the default language of the payment slip. The payslip is currently only available in German.

Step 4 (Billing)

In the final step, you can specify how gotomaxx PDF Payment should handle billing .

Once you have connected PDFMAILER to your SOFORT online transfer account, you can insert your first payment slip as described here. You will furthermore automatically receive a security token from our system via email. You will need this token to set up PDFMAILER with SOFORT online transfer again (or on another computer) with the same email address.

You can restart the wizard at any time via the PDFMAILER “Settings” menu item and select “PDF Payment” to change the configuration.