Invoicing / Billing

How to add a new entry in the customer balance ?

The new entry can be a debit entry or a credit entry. A debit entry to charge your customer for a punctual mission, Training, … A...

How to cancel an invoice ?

Deleting or changing an invoice is illegal. However, it is possible to cancel an invoice, provided that you also issue a credit invoice containing the...

How to create a credit note ?

Credit Notes are automatically issued when an invoice is refund.See the article “Refund an Invoice“.

How to update the customer care section ?

The Customer Care Section appears : at the bottom of the Customer Portal, at the bottom of each of your invoices. Example of Customer Care...

Editing the footer of the invoices

5 lines are available in the footer of invoices. You can add more information about your own company, special conditions related to your own business....

Export CSV and PDF

In the BackOffice, in the “Reports” section, click on the “Invoices” report. It is possible to filter the invoices according to: a date range of...

How to set up or update a segment logo ?

From the backoffice, on the left side menu -> Settings -> Business -> Segment Settings > Tab “Logo” Then drag your logo or update it....

Mark an invoice as ‘Paid’

An invoice has been created for a customer. The invoice state is not ‘Paid’. And there is no payment date. ProAbono sets automatically the state of the invoices of customers...

How to fix an incorrect invoice?

Context Deleting or modifying an invoice is illegal! Nevertheless, there are solutions to correct an invoice. 1/ Cancellation Consists in cancelling the “erroneous” invoice, provided...

How to refund an invoice ?

Refund an invoice is key in a successful relationship with your customers. It increases the customers trust in your company, services, products, teams. In ProAbono,...

How to automaticly send invoices to customers ?

ProAbono can send automatically emails to your customers with theirs invoices attached in pdf file. There are 3 types of emails with invoices attached :...

How to update payment information for a customer ?

There are 2 ways to set Wire Transfer as a default payment information for a customer: from the backoffice with the API As soon as you...