To save time tracking your billing and monitoring your clients' invoice payments, follow the guide!
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Identify Invoices to Collect
Use filters
Billing > Invoice view
To find invoices pending payment:
Check all States except Paid
Filter by Period = Expected payment date / or by a dynamic period = up to today.
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Use alerts
By default, for all invoices at the Creation or Sent to client stage whose payment date is more than 20 days overdue, an alert is activated to notify you if necessary.
Note
Administration > Apps/Marketplace > Alerts > Configuration button
You can modify this alert if you want to be notified earlier.
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Follow Up on Invoices Pending Payment
Filter the relevant invoices,
Select your invoices,
Click on Emailing,
Send by choosing your follow-up template.
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Tip
To find all information about invoice sending/follow-ups, as well as creating templates, check out our tutorial on Emailing.
Indicate Invoice Payment
When you receive payment for an invoice, several options may occur.
Invoice Fully Paid
Individually, invoice by invoice
By clicking on the invoice, you will have the option to update its state.
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Attention:
By default, when saving, if you enter no date, Boond will record the current date.
In bulk
If you receive payment for several invoices, bulk modification will be useful:
Select the invoice(s)
Click the bulk modification icon
Select State = Paid
You will then need to indicate the date on which you want to mark the selected invoices as paid.
Invoice Partially Paid
If, on the other hand, the client has not paid the full amount, you must indicate a partial payment.
Billing > Invoice module > invoice card
Click the icon
Add a row indicating:
The date of this first payment
The amount received
A comment
Indicate the invoice state after confirmation
Tip
Administration > Global settings > Actions/States tab
If you find yourself in this situation, we recommend creating a new state for invoices: Partial payment.
Once the total amount is reached, the progress bar will turn green and show 100%, and the task "Collect the invoice" will be validated.
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Track Billing
To efficiently track your billing, several views are available.
From the Reporting view
Reporting > Overview view > Billing Type
The displayed dashboard traces the full range of invoice states in progress.
If you click on one of the displayed amounts, Boond redirects you to the Billing module with invoices sorted by document date.
From the Billing module
Thanks to saved searches
For your billing tracking, saved searches will be a real time-saver.
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Go Further
Three features let you go further with your invoices :
The Compta & Paie app lets you manage your accounting entries
The SEPA app lets you generate transfer and direct debit orders
Bank reconciliation lets you connect your bank accounts to your interface
The Compta & Paie app
Compta & Paie lets you generate files to import your accounting data into your accounting tool (Sage Ligne 100, Sage Coala, CEGID).
The SEPA app
The SEPA application is designed to help you generate your SEPA files to make your payments (especially purchase payments) and direct debits.
Bank reconciliation
This feature, made up of the Bank Connection module and the Bank module, lets you track your payments by matching your incoming payments to your invoices directly in BoondManager