Export CSV and PDF

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 […]

Read More

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. 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 : […]

Read More

Does ProAbono manage Taxes ?

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.

Read More

Refresh the billing information of a customer on an invoice

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 […]

Read More

Invoice Model

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.

Read More

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. 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 […]

Read More

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 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 […]

Read More