Â
To save some time in billing management and monitoring clients' invoice payments, follow this guide đ
Contents
Using filters
Billing > Invoices view
To find your invoices with pending payments:
- Select all States except for "Payed"
- Filter on the Period = Expected payment date / on a dynamic period = until today.
Using alerts
By default, for all invoices in a "Creation" or "Transmitted to client" states, which payment date has exceeded more than 20 days, an alert will be enabled to notify you.Â
- Filter on the invoices in question,
- Select each invoice or select all,
- Click on Emailing,
- Proceed to send by, for example, choosing your dedicated email template for reminding clients of their due payments.Â
Tips
To find all information regarding sending emails/reminders for your invoices, as well as email template creation, please refer to our tutorial on Emailing.
When you receive an invoice payment, a few cases may occur.Â
Invoice fully paid
Individually, one invoice at a time
By clicking on the invoice, you will then have the possibility to change its state.Â
Warning:
By default, when saving, if you do not enter a date of payment, Boond will automatically enter today's date.Â
CollectivelyÂ
If you receive payments from multiples invoices, mass modification will be useful:
- Select the invoice(s) in question
- Click on the icon for mass modificationÂ
- Select the State = Payed
You will then have to select the date on which you would like to indicate that the selected invoices have been paid.Â
Partially paid invoices
However, if your client has not paid the entirety of what's due, you will need to report a partial payment.Â
Billing > Invoices view > Invoice card in question
-
Click on the
icon
-
Add a row by specifying: Â
- The date of the first paymentÂ
- The amount paid
- A comment
-
Select the invoice's state after confirmation
 Tips
Administration > Global Settings> Actions/States tab
If you happen to be in this situation, we recommend you to create a new state for invoices : Partial payment.
Once the total amount has been paid, the progression bar will be green and will display 100%. The task "Declare receipt of invoice payment" will be validated.
To monitor your invoices more efficiently, multiple views are at your disposal.Â
From the Reporting module
Reporting > Synthesis view > Billing type
The displayed table retraces all states of ongoing invoices.
If you click on one of the displayed amounts, Boond will redirect you to the Billing module with the invoices sorted by date.Â
From the Billing module
With saved searches
For monitoring invoices, saved searches are an ideal time saver! đ
Two applications can help you to go further with your invoices:Â
- Compta & Paie which allows you to manage your accounting entry
- SEPA which allows you to generate payment ordersÂ
Compta & Paie
Compta & Paie allows you to generate files in order to import your accounting data on your accounting tool (Sage Ligne 100, Sage Coala, CEGID).
Tutorial in French (English tutorial incoming)
SEPA app
The SEPA app has for goal to help you generate your SEPA files in order to collect payment from your clients.Â
Tutorial in French (English tutorial incoming)
We hope that this tutorial has been of any help and we invite you to let us know by voting in the dedicated section below.
If you still have any questions, feel free to get in touch with our Support team :
Comments
0 comments