Layer Systems

Information on how The Layer can integrate with external billing platforms

Using Billing Platforms to support external billing systems

A quick guide on applying a payment to a finalised invoice

Making a payment on an invoice

An overview of the main features of the Marketing module

Introduction to the Finance module

Raymond Carrel

Michaela Gormanova

Vijaya Tymerri

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

Finance

Use stack exports to create a file that can be uploaded to Sage 50

Importing invoice payments into Sage 50

Importing invoices into Sage 50

Sage 50

Invoices can be automatically sent to the customer

Automatic invoice emailing on finalisation

Invoice balances and existing payments can have credits applied

Applying a credit note to an invoice

You can assign an external billing platform to items or lease providers to block invoicing within The Layer

Using Billing Routes to restrict invoicing of leases or other items

Use fund offsets to make payments from a fund

Making invoice payments from a fund

Information on adding and removing fund offsets

Working with fund offsets on an invoice

Both invoice and credit note output can be customised

Working with invoice and credit note templates

Information on raising an invoice against a sales order

Creating a new invoice

Invoice payments can be refunded through a credit note

Managing refunds via credit notes

How to easily log credit card transactions in The Layer8

Logging credit card payments on The Layer via general fund

Some information on how individual package items may be invoiced separately

Part-invoicing a package item

With a specific user role, you can hide sales order items even if they have been invoiced

Removing sales order items that have been invoiced

Invoices

This widget helps you keep a view of cash exposure for a given period.

Using the Net Cash Exposure by Period widget

This widget helps with tracking of profit margins

Using the Revenue & Profit Margin Analysis widget

This widget can be used to compare inventory and purchase order buy prices.

Using the Procurement Margin widget

Using the Sales Net Connection and Revenue Widget

Widgets

Within The Layer you can add different customer fund types to their account.

How to add and deduct customer funds via new transactions

Understanding the General Fund

Subsidy Management

Understanding the Buyout Fund

Caroline Livingstone

Funds, subsidies and discounts

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