To save some time in billing management and monitoring clients' invoice payments, follow this guide.
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Identifying incoming invoice payments
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.
Good to know
Administration > Apps/Marketplace > Alerts > Configuration button
It is possible to edit this alert if you wish to be notified earlier or later.
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Sending reminders for pending invoices
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.
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.
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Reporting the payment of an invoice
When you receive an invoice payment, a few cases may occur.
Invoice fully paid
Individually, one invoice at a time
By clicking on the invoice, you will then have the possibility to change its state.
Warning
By default, when saving, if you do not enter a date of payment, Boond will automatically enter today's date.
Collectively
If you receive payments from multiples invoices, mass modification will be useful:
Select the invoice(s) in question
Click on the icon for mass modification
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.
Partially paid invoices
However, if your client has not paid the entirety of what's due, you will need to report a partial payment.
Billing > Invoices view > Invoice card in question
Click on the
icon
Add a row by specifying:
The date of the first payment
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.
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Monitoring invoices
To monitor your invoices more efficiently, multiple views are at your disposal.
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.
From the Billing module
With saved searches
For monitoring invoices, saved searches are an ideal time saver !
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To go further
Two applications can help you to go further with your invoices:
Compta & Paie which allows you to manage your accounting entry
SEPA which allows you to generate payment orders
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).
SEPA app
The SEPA app has for goal to help you generate your SEPA files in order to collect payment from your clients.