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
  

The billing process consists of several steps.

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