Invoicing
All information regarding invoices, reminders, and additional features of this module.
By Lennard and 3 others4 authors24 articles
Rounding on InvoicesHow are invoices rounded in Simplicate?
Peppol IntegrationWith the Peppol integration, you can send invoices directly from Simplicate to your customer's accounting.
Sending Invoices and Attachments as a Single PDF
Invoicing with Payment links (e.g. iDEAL)Let your customers pay with iDeal or one of the many other payment methods available in Mollie.
Invoice numberingSet the invoice numbering per company profile based on your preferences.
Due dates and colorsSet the due dates and colors to instantly see which invoices require your attention.
The Pricing Table on the InvoiceLearn how to configure the pricing table on your invoices to suit your preferences, either on the invoice itself or on your invoice template.
Invoice remindersFrom a reminder plan you always send a reminder at the right time for an invoice that is not yet paid.
VAT CodesSet the correct VAT codes to ensure your invoice is built correctly.
Payment conditionsSet the correct payment conditions and ensure that the invoice is paid on time and in the correct manner!
Collectively Sending InvoicesLearn how to send multiple invoices at once in this article.
Advance InvoiceIn this article, you will learn how to create and send an advance invoice.
Sending a credit invoiceIn this article, you will learn how to create a credit invoice in Simplicate.
'Age to be invoiced'Ensure better cash flow by invoicing delivered services on time. The 'Age to be invoiced' KPI and column assist in achieving this.
Write-off & its consequencesWhat does write-off mean, where and when do you do this, and what are the consequences?
Invoicing AbroadThis article explains how to invoice customers located abroad via Simplicate.
Multiple Projects on One InvoicePlace services from multiple projects on a single invoice. Read this article to learn how to set this up and enable it.
Addressing and salutationsChoose how you want to apply the Attn. line and how you want to address a customer on a quotation or invoice!
Using Direct Debit in SimplicateExplanation about collecting payments, types of direct debits, direct debit settings in Simplicate, and Simplicate’s recommendations
Refund periodHow Simplicate handles the refund period
Invoicing to other/multiple relation(s)Read in this article how to send an invoice to a divergent debtor.
Sending a Separate/One-Time Invoice (without a project)Usually, invoice proposals are automatically generated from your project setup. Here's how to create a separate invoice manually.
UBL invoicesSimplicate can automatically send UBL invoices (electronic invoices) to customers. Learn what UBL is and how it works here.
(Partial) Payment RegistrationOnly part of your invoice paid? Be sure to register the partial payment in Simplicate too. Read this article to learn how.