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How to Import Bank Payments and Mark Invoices as Paid

CLOUDEX TMS Outgoing invoices (debtors)

1. Payment of Outgoing invoices - automated data Import from the Bank 2. Linking Incoming Bank payments with Outgoing invoices 3. Outgoing invoice payment - manual data entry 4. Tips and tricks Important! CLOUDEX TMS provides two options - automated and man...

Search Keywords

mark invoice as paid, paid invoice, invoice payment, register payment, customer payment, bank payment import, import payments, online banking, internet bank, match payment with invoice, outgo

Module

Finances

How to delete duplicate or unused partners?

CLOUDEX TMS Tips and Tricks

Purpose Use this guide when you need to delete an unused partner or remove a duplicate partner in CLOUDEX TMS. This article explains: - when a partner can be deleted immediately; - when partner data must be moved to another duplicate partner before deletion;...

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delete partner, delete unused partner, delete duplicate partner, merge duplicate partner, move partner data, replace partner, client duplicate, customer duplicate, carrier duplicate, supplier

Merge duplicate partner

When is the invoice “Date sent” field filled in automatically?

CLOUDEX TMS Outgoing invoices (debtors)

Cloudex TMS fills in the Date sent field automatically when both of the following conditions are met: Send by email only is selected. The invoice is sent by email from Cloudex TMS. When the Date sent field contains a date, the invoice status changes aut...

Search Keywords

date sent, invoice sent, sent date, invoice sending date, invoice email date, send invoice by email, send by email only, mark invoice as sent, invoice status, outgoing invoice, debtor invoice

Module

Outgoing invoices