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ModalCRM integration with Checkbox

The order is paid — the receipt is already issued

No more issuing receipts separately from the CRM. As soon as an order becomes paid — by hand, from a marketplace or from a bank statement — the CRM creates the receipt in Checkbox and puts its link into the order. The shift opens with the first receipt and closes with a Z-report in the evening.

14 days free Guide in the help center

What the integration gives you

Receipt right after payment When an order becomes “Paid”, the CRM issues a receipt in Checkbox — for orders with the “Fiscalize receipt on payment” box ticked
Wherever the payment comes from A manual status change, Rozetka and Prom.ua, a website payment, Nova Poshta cash on delivery or a confirmed bank statement line
Tax groups by VAT rate Each VAT rate gets its group code from your Checkbox account; the rate comes from the order line, or from the product if the line has none
Shifts without your involvement The first receipt opens the shift, and at 23:30 Kyiv time the CRM closes it with a Z-report
A failure does not lose the receipt If Checkbox did not respond, the CRM tries again every half hour, up to five times; the same order never gets a second receipt
Receipts for appointments too When accepting payment for an appointment, choose “Issue” — the receipt carries the service name and the appointment gets a “Receipt” link

How to connect

  1. In your Checkbox account copy the cash register license key (License Key), the cashier login and password, and the PIN if one is set.
  2. In the CRM open Settings → Integrations → the “Services” block → the “Checkbox RRO” card, paste the data and click “Test Connection”.
  3. Turn on “Auto-fiscalize orders”, enter tax groups for VAT rates if needed and save.

What else happens when an order becomes paid is in the help center: Order statuses and stock. If the test says the cashier needs a signature (QES), upload it in your Checkbox account.

modalcrm.com/app/orders
ModalCRM integration with Checkbox

Frequently asked questions

How much does the Checkbox integration cost?

Nothing extra. Receipts for orders work in the Commerce plan, receipts for appointment payments in the Bookings plan, each 900 ₴ a month per company, and Everything included has both. The cash register license is paid to Checkbox at its rates.

How does the CRM choose cash or card on the receipt?

For a manual receipt you choose “Cash” or “Card”. For an automatic one the CRM looks at the “Payment method” field of the order: if it says cash, the receipt is cash, in all other cases it is by card.

What happens if a receipt fails?

The reason shows up in the order card next to the “Retry fiscalization” button. The CRM retries by itself every 30 minutes, up to five times, and after that when you click the button. One order never gets two receipts.

Who can connect Checkbox?

An employee allowed to manage settings. No developer needed: the cash register license key and the cashier data from your Checkbox account are enough.

We will connect Checkbox together with you

Write in the site chat or to info@modalcrm.com — we help with the cash register data and check the first receipt. The first 14 days are free, no card.

14 days free See the demo
14 days free