Quickly create a sales invoice based on a quotation.
Simply reuse all the data.
Then customize as desired.
Easily check whether invoices have been paid correctly
- Easybox
- March 13, 2023
Consolidation of invoices: efficiently follow up outgoing and incoming payments or bank transactions
Consolidation ?
Tracking invoices and payments is an important but often difficult task. A clear overview of the payment status of all invoices is indispensable. In fact, you want a simple answer to the following questions:
- Which sales invoices are still outstanding?
- Which purchase invoices still need to be paid?
To answer these questions correctly, you must therefore “consolidate” or reconcile (in accounting terms) your invoices.
Consolidation means linking the amount, time and method of a payment to one specific invoice. This can be done for either a sales or purchase invoice. Thus, by scoring off invoices, you map out which invoices have already been paid or not.
In this context, Easybox offers a number of useful features.
Fully automatic consolidation in Easybox
Do you have a linked bank account ?
Easybox tracks all bank transactions automatically!
For all payments and transactions carried out with a structured message(OGM), the consolidation is fully automatic. You save hours of work and always have a correct insight.
Payment status and term immediately visible
In the invoice lists, you can immediately see which invoices have or have not been paid. Remaining payment terms are also clearly visualized
We distinguish the following payment statuses:
- Unpaid
- Credited
- Partially paid
- Paid
- Overpaid
Manual consolidation
Easybox also gives you the ability to manually discount payments in the following ways:
- Cash
- Bank transfer
- Credit card
- Debit card
- Cheque
- Other
If you choose bank transfer, the system will automatically look up the bank transactions of the linked bank accounts. In the transaction overview, you then simply select the bank transaction related to the invoice you want to debit.
Read more
Quickly create a sales invoice based on a quotation.
Simply reuse all the data.
Then customize as desired.
Quickly create a sales invoice based on a quotation.
Simply reuse all the data.
Then customize as desired.
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