Presentation of the billing tool
The billing tool is available by clicking on the tabBillingon the left sidebar.
3 menus are offered:
- Customers to charge: to see which customer and file have non-billed activities. This tab allows you togenerate proformas, ofinvoice by lotor to charge everything.
- Invoices: to view all invoices: you can thusEdit its proforma, and thevalidate his invoice, and thepass it into status To payandenter a regulation.
- Regulatory tracking that allows you to view your receipts and cashenter a regulation.
All tabs are triable and filterable and you can choose the columns you want to see appear:
Filters are essential to easily find your invoices: you can filter by status (Proforma, Validated, Pay, Sale), by file, by customer, by invoice date, per user...
Other options are available depending on the pages: Billing, Billing All, Print and Post, Send by Email, Export, New Rules...
This tool allows you to:
- ofcharge the customer, i.e. to charge a customer whether he is on one or more files on a single and same invoice
- ofEdit proformasthat you can annotate, rework, turn into an invoice or use as a quote to your customers.
- ofbatch billing.
- ofenter regulations
- offollow invoices in late paymentbased on the regulatory rules you have defined
- ofexportyour invoices and regulations received