Sales

Customers, quotes, orders, delivery notes, invoices, payments, dunning, subscriptions, electronic invoices, Peppol, online payments and the customer portal. Everything you need to get from the first quote to the money in your account.

In this section · 43 pages

• Sales at a glance

  What the Sales app contains, where to find each part and who may use it.

• Customers

  Create and maintain customers with tax treatment, credit limit, language and electronic invoice settings.

• The customer page

  Key figures, tabs and quick actions for one customer.

• Contacts and addresses

  Add contact persons and separate billing and shipping addresses to a customer.

• Customer groups

  Give groups of customers a common discount, price list and payment term.

• Payment terms

  Define due dates and cash discounts for invoices.

• Price lists

  Customer, group and default prices per currency, with quantity breaks and validity.

• From quote to invoice

  How quotes, orders, delivery notes and invoices connect, including partial quantities.

• Writing a document: the editor

  Every field of the editor for quotes, orders, delivery notes and invoices.

• Quotes

  Create, send and follow up quotes until they are accepted.

• Orders

  Order confirmations that turn into delivery notes and invoices.

• Delivery notes

  Ship goods, book them out of stock and invoice the delivered quantity.

• The invoice list

  Find invoices by status, type, customer and date, and record payments from the list.

• Finalizing an invoice

  Check the mandatory details, finalize, and understand why an issued invoice is locked.

• Invoice types: standard, down payment, partial and final

  When to use which invoice type and how down payments are deducted.

• Credit notes and cancellations

  Cancel an invoice completely or correct single lines with a credit note.

• Late fees and billable expenses

  Charge a late fee on an overdue invoice and add rebillable expenses to a draft.

• Sending documents by email

  Email quotes, orders, delivery notes and invoices with PDF, electronic invoice and public link.

• Recording customer payments

  Post money received, allocate it to invoices, grant cash discounts and keep the rest as credit.

• Customer credit

  Use or refund credit from overpayments and credit notes.

• Dunning levels

  Set deadlines, fees, default interest and texts for each reminder level.

• Dunning runs

  Propose, review and confirm reminders for overdue invoices.

• Recurring invoices

  Create invoices automatically at a fixed interval.

• Statements of account

  Show and send a customer statement with running balance and open items.

• Sales settings

  Every setting that controls invoices, dunning, fees, links and email delivery.

• Email templates and email log

  Customize the emails for each document type and check what was sent.

• Send a quote for signature

  Let the customer sign a quote electronically; signing accepts the quote.

• Simple quotes (legacy)

  The older header only quotes outside the document chain.

• Subscriptions and usage billing

  How plans, subscriptions, usage, coupons and wallets turn into invoices.

• Plans and billable metrics

  Define usage metrics and plans with base price, trial and charge models.

• Subscriptions: create, change and cancel

  Subscribe customers, change plans with proration and cancel.

• Add ons, coupons and wallets

  One off charges, discounts and prepaid credits for subscription customers.

• Usage events and the billing run

  Record usage and invoice every ended subscription period.

• Outgoing electronic invoices

  Download, validate and attach XRechnung, ZUGFeRD and other electronic invoice formats.

• Electronic invoice formats by country

  Which outgoing formats each country offers and which is the default.

• Incoming electronic invoices

  Receive XRechnung and ZUGFeRD invoices from vendors and turn them into draft bills.

• Setting up Peppol

  Connect BizCortex to the Peppol network through Storecove.

• Sending an invoice over Peppol

  Check the receiver, create the filing and send it, step by step.

• Connecting Stripe or PayPal

  Let customers pay invoices online by card or PayPal.

• Payment links and online payments

  How customers pay online and how the payment is booked automatically.

• Public document links

  What customers see when they open the link in a document email.

• Customer portal: giving access

  Invite customer contacts to the self service portal.

• Customer portal: what customers see

  The pages and actions available to your customers in the portal.