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Finance

A collection of articles about the Finance module, and related matters

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19 articles in this collection
Written by Raymond Carrel, Caroline Livingstone, and Michaela Gormanova

Using Billing Platforms to support external billing systems

Information on how The Layer can integrate with external billing platforms
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Written by Raymond Carrel
Updated over a week ago

Making a payment on an invoice

A quick guide on applying a payment to a finalised invoice
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Written by Raymond Carrel
Updated over a week ago
Sage 50

Importing invoice payments into Sage 50

Use stack exports to create a file that can be uploaded to Sage 50
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Written by Raymond Carrel
Updated over a week ago

Importing invoices into Sage 50

Use stack exports to create a file that can be uploaded to Sage 50
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Written by Raymond Carrel
Updated over a week ago

Exporting payments from The Layer to Sage 50

Payment data can be exported from The Layer work stacks in a format suitable for Sage 50 import
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Written by Raymond Carrel
Updated over a week ago
Invoices

Applying a credit note to an invoice

Invoice balances and existing payments can have credits applied
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Written by Raymond Carrel
Updated over a week ago

Automatic invoice emailing on finalisation

Invoices can be automatically sent to the customer
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Written by Raymond Carrel
Updated over a week ago

Using Billing Routes to restrict invoicing of leases or other items

You can assign an external billing platform to items or lease providers to block invoicing within The Layer
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Written by Raymond Carrel
Updated over a week ago

Making invoice payments from a fund

Use fund offsets to make payments from a fund
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Written by Raymond Carrel
Updated over a week ago

Working with fund offsets on an invoice

Information on adding and removing fund offsets
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Written by Raymond Carrel
Updated over a week ago

Raising a credit note against an invoice

Information on crediting an unpaid balance or a payment that has been made
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Written by Raymond Carrel
Updated over a week ago

Creating a new invoice

Information on raising an invoice against a sales order
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Written by Michaela Gormanova
Updated over a week ago

Part-invoicing a package item

Some information on how individual package items may be invoiced separately
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Written by Raymond Carrel
Updated over a week ago
Widgets

Using the Net Cash Exposure by Period widget

This widget helps you keep a view of cash exposure for a given period.
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Written by Raymond Carrel
Updated over a week ago

Using the Revenue & Profit Margin Analysis widget

This widget helps with tracking of profit margins
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Written by Raymond Carrel
Updated over a week ago

Using the Procurement Margin widget

This widget can be used to compare inventory and purchase order buy prices.
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Written by Raymond Carrel
Updated over a week ago

Using the Sales Net Connection and Revenue Widget

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Written by Raymond Carrel
Updated over a week ago
Funds, subsidies and discounts

How to add customer funds to via new transactions

Within The Layer you can add different customer fund types to their account.
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Written by Caroline Livingstone
Updated over a week ago

Subsidy Management

Information on the Subsidy Queue
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Written by Michaela Gormanova
Updated over a week ago