Outgoing invoices (debtors)
How to Import Bank Payments and Mark Invoices as Paid
1. Payment of Outgoing invoices - automated data Import from the Bank 2. Linking Incoming Bank pa...
When is the invoice “Date sent” field filled in automatically?
Cloudex TMS fills in the Date sent field automatically when both of the following conditions are ...
How to connect your bank account for automatic payment import?
Cloudex TMS can automatically import payments from your bank account and match them with outgoing...
How to send electronic Invoice to your client?
In order to send electronic Invoice to your client (PEPPOL, rekini.lv or other formats) Go on P...
How to create a mutual comparison?
Mutual Comparison Acts – Documents used to compare and reconcile financial transactions, balances...
How to send payment reminders for unpaid outgoing invoices?
Use this instruction when you need to send payment reminders to customers for unpaid outgoing inv...
How to send outgoing invoices automatically
To generate an invoice automatically, the following criteria must be met: In the client card I...
How to credit an outgoing invoice and create a new corrected invoice?
Use this instruction when an outgoing invoice has already been created, but it must be corrected ...
How to record a customer self-billing invoice?
Use this function when your customer uses self-billing — meaning that the customer creates the in...