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 with GoCardless?
To enable automatic bank statement downloads (up to 3 times per day), you need to connect your ba...
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 an unpaid outgoing invoice reminder
How to navigate to Unpaid outgoing invoices reminder tool. Finances -> Outgoing invoices -> Unpa...
How to send outgoing invoices automatically
To generate an invoice automatically, the following criteria must be met: In the client card I...