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Knowledge base
General
Getting started
7
Online invoicing, what are the costs?
How do I create an account?
Invoicing is a skill you need to learn..
Creating a purchase order
To create a delivery note
View all 7
FAQ
47
I want to create an invoice but it's no longer working
I can't log in anymore / I forgot my password
I have a Free subscription but I can't find my quotes
VAT number is invalid
Sending a subscription to another email address
View all 47
Account
Settings
8
Creating a new and second account.
change your email address
Delete your account
VAT settings
To invoice in another language:
View all 8
Layout
6
Setting up and editing a layout
Use multiple layouts
A standard layout can be set per document type or per customer.
To import a layout
Advanced: Further Customizing Layouts
View all 6
Back-ups
4
Creating backups
Exporting PDFs in Backups
Exporting electronic invoices (UBL)
Exporting to Excel (XLSX) for backups
Mails
8
Email Settings and Delivery Methods
Email address for accountant and backup email address
E-mail Subject
Sending invoices via email
Variables email
View all 8
VAT
2
Usage of VAT
Rounding difference VAT incl/excl VAT
Components
quotes
2
Creating, sending, and following up on quotations
Quote with a signature block
Subscriptions
5
Set up subscriptions to automatically generate and send periodic invoices.
Automatically Send Invoices via Subscription
Create and Send a One-Time Invoice in the Future via Subscription
Available Variables for Subscriptions
Price Adjustment/Indexation for Subscriptions
Products
4
From Article to Invoice
Importing an Item List from Excel
Item Lists and Bundles
Categories and subcategories
order forms
1
Creating and tracking order forms
Delivery notes
1
Creating delivery notes
Clients
5
How do I create a customer?
Add unique customer number
Import customer list from Excel
Common error message when entering VAT number
Add a salutation for your customers
Invoices
6
How do I create an invoice?
Creating credit notes
Pro Forma Invoices
Send to Accountant
Register Payments in Different Ways
View all 6
Others
1
Progress Report
Reminders
5
Send reminder via email or post
Types of Reminder Documents
Sending Multiple Reminders
Reminder Fees
Automatic reminders
Payment requests
1
Create a payment request
Open document
1
Create a custom document
Projects
4
Create a new project
Estimating a project
Breaking down a project into tasks
Assigning a project to a user
Options
Structured Messages
1
The structured message
Automatic Reminders
1
Automatically send reminders for overdue invoices
VAT Declaration for Renovation
1
6% VAT Declaration for Renovation of Residential Properties
Automatic Completion
1
Automatically fill in invoice items when creating and editing invoices, quotes, and other documents
Foreign Language Invoice
1
Create invoices and other documents in French, English, or German.
SEPA Direct Debit
3
What is a SEPA Direct Debit?
Setting Up SEPA Direct Debit
Create a SEPA direct debit mandate
ledger accounts
1
Specify ledger accounts for invoices and items
Billing in foreign languages
1
Setting up a foreign currency with automatic exchange rates
Advances
2
Add an advance to a quote or purchase order
Pro forma invoice and (final) invoice creation
Customer-specific settings
1
Set the default payment term, validity period, discount, structured communication, layout, language, or currency for a customer.
Discounts
2
Commercial discount
Financial discount
Dropbox/Google Drive
1
Save invoices, reports, and other files directly to Dropbox or Google Drive
Online Signature
1
Get started with online signatures.
Links
An overview of possible integrations
2
What integrations are possible with our software?
How do I set up an integration?
Codabox
7
What is CodaBox and how does it work?
How do I establish the connection with CodaBox?
Importing bank transactions with CodaBox
Can bank transactions be automatically imported by CodaBox?
Facturen afzonderlijk naar mijn boekhouder doorsturen met CodaBox
View all 7
Clearfacts
5
Connecting with ClearFacts
Sending invoices to your accountant with ClearFacts
Retrieve payment status and automatically import bank transactions from ClearFacts
ClearFacts for accounting firms
ClearFacts for accounting firms
Ponto
6
Ponto, the digital bridge between our software and your bank
How do I set up a connection with Ponto?
Import your bank transactions via Ponto in just a few clicks.
Can bank transactions be automatically imported by Ponto?
Help! My connection with Ponto is lost.
View all 6
Yuki
0
Octopus
2
Connect with Octopus
Forwarding invoices to your accountant with Octopus
POM
1
What is POM?
Mollie
2
Who or what is Mollie?
Direct debit via Mollie
Mailt-IT-Wize
1
Mail-IT-Wize - Delivery via mail
Mailchimp
1
Mailchimp
make.com
1
Make, Your No-Code Workflow Automation
Peppol
0
external accounting software
3
Winbooks
Adsolut
UBL (Universal Business Language)
Webshops
3
Connect a webshop
What is WooCommerce?
International Orders and VAT in WebwinkelFacturen
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