Payments & reminders

Draft, sent, partial, paid, overdue, cancelled, cancelled by credit note: what each status means, how an invoice moves from one to the next and what you can do at each stage.

6 min read

Remind your clients by email effortlessly: J-3, J0, J+7, J+30 schedule, sending conditions, history, manual reminder and payment confirmation.

7 min read

Note a customer's commitment to pay a given amount on a given date, track kept and broken promises, and find them in the « Promesses clients » (Customer promises) report.

6 min read

Record a full or partial payment on an invoice, choose the payment method, and understand the rules on cash, cheques and e-invoicing.

8 min read

Download the history of your payments received and made as a CSV for your accountant, and discover the bank reconciliation export.

4 min read

Group several received cheques into a deposit, get a branded PDF deposit slip and keep a record of what was deposited at the bank.

6 min read

One file per debtor customer, a reminder level that rises with lateness (adjustable thresholds), a log of calls, emails and promises, and sending the reminder by email from the file.

7 min read

Does your client pay three invoices with a single transfer? Record it once, then split the amount across each invoice. The same principle applies to paying several expenses from a supplier.

8 min read

Record a cheque payment, follow its lifecycle (pending, deposited, paid, bounced) and know what has really been collected, without ever counting a cheque too early.

8 min read