Not sure how to set up billing software? That's a good thing. In this article, we'll start by explaining the basic setting of the billing software. Then we'll talk about the advanced setting of the latter.
You will be able to enjoy all the features and enjoy all the advantages of this type of software. We explain everything in these few lines, and this, in a clear and concise way. Come on, we're not going to make you wait another minute. Have a good read and follow the guide! The basic setting of the billing software In these paragraphs, we'll reveal the basics to set up your billing software. We'll start by talking about the information you need to provide about the company's ID card. Next, we will discuss the management of accounts receivable problems solutions. The company's ID card the information to be provided The company's ID card is an essential element. In this step, it will be necessary to inform all the characteristics of the company i.e.:
Have you informed the characteristics of your business? It's perfect! Now you have to think about inserting your customers' ones. To do this, here are some things you can do: Customer ID card: it must contain the name of the company and the person in charge. Telephone contact details, billing and delivery addresses and VAT identification numbers should also be provided. Negotiated tariff terms: consider providing immediate or deferred discounts on certain products; The applicable terms of payment: remember to indicate the rate of late penalties, the amount of the collection allowance, the payment period, etc. Managing the article base In this part, it will be a question of creating or importing (if it already exists) the items marketed by the company. Below is a list of features to provide:
The advanced setting of billing software After completing the basic settings of the billing software, it will take a few minutes to adjust more advanced settings. Don't worry, there's nothing complicated. We're telling you a little bit more right here. Personalize invoice models Generally, when you opt for billing software, you are offered different billing models with all the mandatory mentions prescribed by law. It is quite possible to customize them. For example, you can:
As you will have understood, setting up billing software must be done rigorously. This will allow you to have access to all the features, without the risk of making one or more errors when editing your invoices.
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January 2021
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