Invoicing

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Nội dung khóa học

Issue Invoices
- Invoicing Basics - Sales Invoice
  
  60 xp
  - Quiz
- Terms and Conditions (T&C) and Payment Terms
  
  60 xp
  - Quiz
Payments
- Invoice Payment Methods
  
  60 xp
  - Quiz
- QR Code on Invoices for European Customers
  
  80 xp
  - Quiz
Taxes

Invoice Payment Methods

60 XP

In this video, learn how to allow your customers to pay their invoices online on their portals, with different payment methods such as credit cards or wire transfers.

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1. How can I allow my customers to pay online via their customer portal?

By enabling "Invoice Online Payment" in Settings -> Invoicing -> Customer Payments. By checking "Online Payment" when you send an invoice by email. By adding an "Online Payment" module when designing the customer portal on your website. By checking "Online Payment" when you create an invoice.

2. How can I edit my documents' footer? (e.g.: to add my bank account number at the bottom of my invoices)

In the "Invoice Layout" option that can be found in Settings -> Invoicing -> Invoices. In the "Document Template" option that can be found in Settings -> Invoicing -> Business Documents. In the "Document Template" option that can be found in Settings -> General Settings -> Business Documents. By configuring the "Wire transfer" payment method that can be found in Configuration -> Payment Acquirers.

Invoicing

Invoice Payment Methods

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