In the backoffice, in the ‘Invoices’ page, it is possible to filter invoices according to: a range of invoice issued dates, a range of invoice payment dates, an Invoice State (Paid,…), a Customer Reference, a Customer Name or Email, … To export/extract its data into CSV file or a PDF file, just click the “Action” Button […]
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. To edit these 5 lines, in the backoffice of ProAbono, go to “Hosted Pages” section, then “Texts” area and find the 5 lines with code ‘Pdf.Invoice.Footer’. Theirs names are : […]
Yes , ProAbono does manage VAT. It is automatic. Nothing to configure. Notice : If your business is unique and you need to setup your own tax rates, tax rules. Contact us directly. ProAbono also can help you.
ProAbono can send automatically emails to your customers with theirs invoices attached in pdf file. There are 3 types of emails with invoices attached : New Invoices already paid with credit card / debit card. New Invoices automatically charged with direct debit method. New Invoices with payment due. No managed automatically by ProAbono. These invoices are […]
When an invoice is created, ProAbono uses the latest known version of the customer billing information. When the billing information of the customer is updated (via API, from the backoffice or the customer portal), ProAbono will not apply these changes to the invoices which have been created before the update. This article describes how to refresh/apply the latest version […]
From the backoffice, on the left side menu -> Settings -> Segment Settings > Tab “MyService/Site” -> Button “Actions” (On the Top Right of the page) -> Update. Places where the logo is used: Invoices, Customer Portal (by default, ProAbono uses this logo in the hosted pages but it can be removed if you edit the CSS of your […]
ProAbono uses this model to generate invoices to your customers. In this invoice, you can : set your own logo define your business info Update the Customer Care Section Edit the footer of the invoices The content depends on the offer+options your customer subscribed to. Notice : this model exists in any language.
An invoice has been created for a customer. The invoice state is not ‘Paid’. And there is no payment date. 2 steps to mark an invoice as ‘Paid’ : Pick an Invoice Register the payment 1 – Pick an Invoice From the backoffice, Menu “Invoices & Payments”, Submenu “Invoices”, select an Invoice. 2 – Register the payment Click on the “Action” button on the […]
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 credit entry for a gift, a refund, an ajustement, … 4 steps to add a new entry in the balance of a customer Go to the Balance of the customer from […]
ProAbono helps you also to easily manage customers who tell you they do NOT want to be automatically debited by any payment methods (Credit card, Sepa mandate, … ). They just want to receive invoices and pay you directly via cash, check or wire transfer. 2 cases : The customer already has active subscriptions. Just […]