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87 articles across 10 categories to master Billora.
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Clients & products11 articlesManage your client catalog and your service offering
- Account managers: who follows each client and supplier
- Client pricing: default discount and special prices
- Create and manage your customers
- Create and manage your suppliers
- Creating your products and services
- Importing your clients and products from a file
- Managing several warehouses and transferring stock
- Receive your clients' orders from their portal
- The client portal: access protected by email and password
- Tracking stock: movements, adjustments and low-stock alerts
- Tracking your suppliers' tax compliance certificate
Quotes & invoices11 articlesFrom creation to sending, master your documents
- Automate your recurring invoices
- Converting a quote into an invoice
- Create and manage a credit note (avoir)
- Create and manage a purchase order
- Create and track your delivery notes
- Create your first invoice
- Creating a proforma invoice and converting it into an invoice
- Creating your first quote
- Document lines: name, formatted description, sections and subtotals
- Duplicating an invoice or a quote
- Send an invoice by email
Payments & reminders9 articlesTrack your payments and automate reminders
- Collections: reminder files per customer
- Exporting the payment history
- Making a bank deposit of cheques and printing the deposit slip
- Pay several invoices or expenses with a single payment
- Recording a payment
- Recording and tracking your customers' payment promises
- Setting up automatic reminders
- Tracking your cheques with the cheque register
- Understanding invoice statuses
Settings & VAT13 articlesConfigure your company and customize your documents
- Activating e-invoicing in Billora
- Add and send your tax compliance certificate
- Customise your documents
- Customising email templates
- Customising the header and footer of your documents
- Export your data: CSV files and a full account archive
- Manage categories (products, expenses) and units of measure
- Manage your bank accounts and the RIB shown on your documents
- See your files and the storage space used
- Set up document numbering (prefixes, format, carry-over)
- Set up how your emails are sent (Billora Mail or your SMTP)
- Set up VAT
- Set up your company
Reports & VAT20 articlesAnalyze your activity and manage your tax filings
- Accounting attention points: an automatic pre-audit
- Aged balance report
- Analysing your expenses
- Analysing your revenue
- File VAT in Billora
- Sequence continuity: spot gaps in your document numbering
- Tax export (Art. 211 CGI): download the ZIP archive of your documents
- The accountant space: sales and purchase journals and VAT summary
- The cash forecast: anticipating your next 12 months
- The Client analysis report: top clients and payment habits
- The Client Recurrence report: do your clients come back?
- The Net profit (P&L) report: are you making money?
- The Payment delays report: invoices paid on time or late
- The Product margins report: what each item really earns you
- The Products & services report: your best sellers
- The Quote Approval Delays report: how long does it take to get a yes?
- The Reconciliation report: comparing your payments with your bank statement
- The Revenue by sector, city and country report: where do you sell?
- The Suppliers report: who do you spend with, and on what?
- The Unsold items report: spotting stock that sits idle
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