Comment Configurer le module de la facturation

Objectifs :

• Les utilisateurs peuvent changer d'entité à partir de la liste déroulante située en haut à droite du menu de facturation.Configurer les paramètres de la facturations:
  • Entites
  • Expenses
  • Partners
  • Invoices
  • Money
  • Bills
  • Manage Boards

Etapes

Dans le module de la facturation, vous avez la possibilité de configurer  la gestion des entités, des dépenses, des factures, des taux d'utilisation, etc.
le module de la facturation, et bien d'autres aspects  , accessibles via les paramètres.

 Dans  les paramètres de facturation-cliquez sur : Billing→ Advanced→ Settings

L'administrateur sera redirigé  vers une page paramétrable, où il pourra configurer les onglets du module tels que les entités, les modèles de factures, etc.

Entités:

Avec votre logiciel LEXZUR ,Les entités sont les transactions de facturation indépendantes.

Elles peuvent représenter  les succursales d'une entreprise par exemple.

Chaque entité a son propre nom, sa devise  et ses détails.

Sous Paramètres des entités, vous pouvez configurer des entités existantes, en créer de nouvelles entités ou les  importer .

Les utilisateurs peuvent changer d'entité à partir de la liste déroulante située en haut à droite du menu de facturation.

En outre, les paramètres d'une entité peuvent être importés d'une entité à une 'autre.

1. Comptes
2. Services
3. Les taxes
4. La Facturation des clients
5. Les dépenses
6. Les factures(charges)

Expenses:

Dans la section des dépenses, l'administrateur pourra configurer les catégories de dépenses et sélectionner l'utilisateur et sa caisse .

Chaque utilisateur détient  des comptes autorisés rattachés  à une caisse

Vous pouvez également modifier les comptes rattachés directement à partir de ce rapport.

Partners:

Within the partner's section, administrators can:

Enable the partner commissions tool 

Determine the partner expenses account

Customize the partner statement templates.

Invoices:

Within the invoice settings, administrators have the ability to modify all invoice-related information. This includes adding taxes, adjusting services, applying discounts, managing custom fields, and customizing invoice templates, and more.

• Taxes: When Taxes are activated in Default Values, the Taxes field will be visible. You can add taxes to be applied to invoices later.
• Discounts: Create discounts that can be utilized in invoices. Remember to enable the use of discounts in invoices beforehand.
• Terms: Set terms that will be used for invoices in the future.
• Services: Populate your service list or items that can be added to invoices.
• Invoice Templates: Customize templates for exported invoices, including your logo, company details, and invoice items.
• Invoice Notes: Prepare predefined invoice notes, including payment details, for swift insertion into invoices.
• Invoice Details Format: Admins can fine-tune the invoice template's format, including cover page and overall appearance.
• Discounts on Invoices: Activate discounts on invoices and specify their application level, such as items or entire invoices. Choose the related discount account.
• Adjustments on Invoices: Enable adjustments on invoices and define their application level, like items or entire invoices. Choose the associated adjustment account.
• Credit and Debit Note Reasons: Manage reasons used to create credit or debit notes for proper record-keeping.
• Invoice Custom Fields: Tailor additional fields on invoices to suit your specific needs.

Money:

From the Money section, the admin will be able to manage and customize information such as module languages, billing currency, user rates, exchange rates, and more.

• Setup & Configuration: The user will be able to activate discounts in invoices, taxes, expense values, invoice items, invoice language, module languages, billing currency, and user rates.
• Users Rate per Hour: Displays the users with their corresponding financial details such as user rate per hour, yearly billable target value, and working days per year.
• Default Exchange Rate: The Exchange Rate will typically display the Entity Currency exchange rate with other defined currencies.
• Time Entries Sales Account: You can choose the time-tracking sales account 
• Advisor Time Entries Sales Account: the account you want to relate to time entries recorded from the advisor portal.
• Invoice, Credit Note, and Debit Note Number Prefix: Specify the Invoice number prefix or secondary prefix. And for the credit notes and debit notes as well.
• Account Types Prefix: Add prefixes based on Accounts types.
• Trust Account: Select the Account you want to use for Trust Deposits.

Bills:

From the bill's section, the admin will be able to determine and configure:

Bill Taxes:

Customize Bills Templates:

Bills Approval Center:

Manage Boards:

The Manage Boards settings allow administrators to select the appearance of the billing dashboard columns.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!