Acompanha pagamentos, envia lembretes e cria faturas recorrentes

Track payments, send reminders and create recurring invoices. Finding documents. Open “Documents”. Type a number or customer name into the search field. Narrow it down with a filter, for example “Overdue”. Recording a payment. Click “Payment” on the invoice. Check amount, date and “Payment method”. Click “Record” (record). Payment reminders in three stages. Click “Send reminder” on the overdue invoice. Read subject and text and change them if you like. Click “Send”. Just recording a reminder. Click “Send reminder” on the invoice. Copy the text if you need it. Click “Record only”. Setting up a series. Open “Recurring” and click “New series”. Fill in label, customer, interval, “Next document on”, “What is being billed” and “Amount per document”. Click “Save” (save). When a series is due. Click “create now” on the series. Open “Documents” — the new draft is there. Changing, pausing and ending a series. Click “bearbeiten” on the series. Switch off “Series active” to pause it, or change amount and interval. Click “Save”. Due dates in the calendar. Open the calendar in your BusinessCloud and click the event. Open the event’s detailed view. Click the link to the document or to the payment reminder — or the attached PDF. Letterhead for Office. Open Files in your BusinessCloud and click “New”. Choose “Document” and the letterhead as the template. Write your letter. Download everything. Click “Download everything” at the top right. Keep the archive somewhere of your own. You’ll find the written guide with every step in the description.