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
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