Bank details and Offisy invoices Praxis Kasse Desk
Add your bank details for Offisy billing and view your Offisy invoices here.
Where do I find bank details and invoices?
Open License and click Invoices.
Requirements
- Lizenz-Rechnungen permission with Anzeigen, to see the list
- Lizenz-Rechnungen permission with Download, to view, print, or download invoices
- Lizenz-Bankverbindung permission with Hinzufügen, to add a bank account
Add bank details
The Bank details section shows which payment method is set up for your Offisy invoices:
- SEPA direct debit — Offisy collects the invoice amount automatically.
- Bank transfer — you transfer the amount yourself.
If no bank account is set up yet, the page shows the message "You haven't added a bank account yet."
- Click Add bank account.
- Complete the SEPA direct debit mandate through the provider shown.
If you pay by bank transfer, the Offisy bank details section shows the IBAN to transfer to. Transfer the invoice amount on time and use the invoice number as the payment reference.
View Offisy invoices
Data table
The Invoices list shows all Offisy invoices with these columns:
- Date — invoice date
- Invoice number
- Status — for example open, paid, or overdue
Row actions
With the Download permission, each invoice offers these actions:
- View — opens a preview of the invoice
- Print — prints the invoice directly
- Download PDF — saves the invoice as a PDF
Permissions
- Lizenz-Rechnungen: Anzeigen — open the invoice list
- Lizenz-Rechnungen: Download — view, print, and download invoices
- Lizenz-Bankverbindung: Hinzufügen — add a bank account