Are you using Pathway and looking for a way to automatically mark Shopify orders as paid after payment is received? Then you've come to the right place!

For the payment reconciliation of manual payments such as bank transfers, Pathway does not offer a solution. Therefore, Pathway can be perfectly complemented with Cleero. Cleero automatically matches incoming payments with the correct orders, assigns them, and marks them as paid. This also works completely without integration.

However, if you use Pathway's invoice printer to assign your own invoice numbers, you will need an integration to guarantee successful reconciliation.

In this article, we'll show you how to set up this Pathway integration in Cleero.

Integration of Pathway in Cleero

If you use Pathway's invoice printer and accept manual payments, it is recommended to connect Pathway as a third-party provider in Cleero.

If Pathway issues its own invoice numbers, Cleero will not know them initially without integration. If an incoming bank payment only contains this invoice number as a reference, it may not be possible to clearly match the payment.

By connecting them, Cleero can synchronize the invoice number and invoice date from Pathway, making the payment reconciliation seamless.

Connect Pathway with Cleero

Setup is done in just a few steps:

Prerequisite: Cleero and Rechnungprinter Pro apps are installed.

1. Create an API key in Pathway's Rechnungsprinter Pro App. Use the corresponding Pathway help article for this.

2. Now, in Cleero, go to Settings > Third-Party Integration > Pathway and click on "Connect Pathway"

3. Paste your newly created Pathway API key there and click on "Connect Pathway".

As soon as the API key is entered, Cleero connects directly with Pathway and will automatically synchronize the relevant invoice data in the future.

FAQ

Why should I connect Pathway with Cleero?

If you use Pathway for invoicing and also receive payments via bank transfer, the connection helps to improve payment reconciliation in Cleero. By synchronizing the invoice number and invoice date, payments can be matched more precisely.

What is Pathway?

Pathway automates your invoices and prepares accounting so that your tax advisor receives the revenue and payment exports directly in DATEV format. However, Pathway does not offer a solution for reconciling manual payments like bank transfers.