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Finance
A collection of articles about the Finance module, and related matters
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23 articles in this collection
Written by
Raymond Carrel,
Caroline Livingstone,
Michaela Gormanova
and 1 other
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
Introduction to the Finance module
An overview of the main features of the Marketing module
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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
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
Working with invoice and credit note templates
Both invoice and credit note output can be customised
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Written by
Raymond Carrel
Updated over a week ago
Managing refunds via credit notes
Invoice payments can be refunded through a credit note
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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
Logging credit card payments on The Layer via general fund
How to easily log credit card transactions in The Layer8
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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
Understanding the General Fund
Overview of the General Fund
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Written by
Vijaya Tymerri
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
Understanding the Buyout Fund
Overview of the Buyout Fund
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Written by
Vijaya Tymerri
Updated over a week ago