Invoicing
Cancel a payment on an invoice
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Change a posted customer invoice
In Briox you have the possibility to change posted Customer Invoices. To give a user access rights to change posted...
Copy an Invoice
You can copy an existing customer invoice in two different ways:
Directly from the customer invoice list: Click o...
Create a 0-sum invoice
0-sum invoices can be created by setting 100% discount on all the item rows or as a discount for the whole invoice. U...
Create a Credit Note
You can create a credit note in two different ways. You can either credit an existing invoice, or create a new credit...
Create a Customer Invoice from an Order
If you want to create an invoice based on an order go to Sales Order.
Select the appropriate status in the drop down ...
Create a new Cash Invoice
If your customer pays you directly, by cash or credit / debit card, you can now print out a cash invoice instead of a...
Create a new Customer Invoice
Go to Invoicing - Customer Invoices and click on Create Customer Invoice. A blank invoice opens. The customer invoic...
Create Interest Invoices
Interest is charged according to the rate of your choice and is accumulated during the period in between the moment w...
Create Reminders
Before you can create reminders you have to set up the parameters for your reminder cycle under Settings - Invoicing ...
Factoring
Content
The integration and financing process
Activating the integration
Statuses of the financed invoice
Mass manage...
Getting started with Invoicing
When starting up with Briox Invoicing follow the steps below:
Start with the settings you may need
Number Series
N...
Import Customer Invoices
Pre-requisites for the Import
In Briox you have the possibility to import your open customer invoices (the invoices...
Mass Managing Customer Invoices
The Mass management functionality is built into the customer invoice list under Invoicing – Customer Invoices.
Tick t...
Price Lists
You can add new price lists and set the default price list under Registry - Items - Price lists.
Add a price list
...
Price Updates
In Briox Invoicing you can carry out price updates for your items. Price Updating means that you have the possibility...
Prices Include VAT
If you want your invoices to display Prices Including VAT to your customers, you need to activate the functionality.
...
Print a Customer Invoice
There are two ways of printing Customer Invoices:
One at a time from within the invoice.
Using the mass management f...
Register a manual payment
When you want to register a payment on a customer invoice, you have two options:
- Register a payment on the invoice
...
Send a Customer Invoice via Email
To be able to send a customer invoice by email, the following settings are a prerequisite:
You must have a recipient...
The Invoice List
Filters
List settings
Row Icons
Invoice types----------------
Under Invoicing - Customer Invoices, you can see all y...
The simplified invoice view
The Simplified invoice view offers a more user-friendly design for customer invoicing.
The customer invoice view is c...