Finance

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

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

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

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

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