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 “Settings” section, submenu “Billing & Invoicing” Then “Texts&traductions” area And find the 5 lines with code ‘Pdf.Invoice.Footer’. Theirs […]

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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 […]

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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 the invoices, an invoice status (honored, …), the associated payment methods … To simply export the data in a CSV file or download a zip file containing all the PDF […]

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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, there are 2 types of refunds : Automated refund: Tries to refund the transaction related to the invoice. The success of this operation depends on the payment type and the […]

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Edit / 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 Section in the Customer Portal:     Example of Customer Care Section in invoices: How to update the Customer Care Section To edit this section, in the backoffice of ProAbono, […]

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Set Wire Transfer as a default 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 1 – Set Wire Transfer as a default payment information from the Backoffice Just modify its payment settings from the detailed page of the customer.   Then set new payment info like wire transfer, […]

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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 […]

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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 ‘negative’ of this invoice. ProAbono allows you to cancel an invoice and issue a credit invoice automatically, in one single operation. What can be cancelled? You can only cancel an […]

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