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Invoicing your customers

Invoicing your customers

Manage financial interactions with tools for creating invoices, processing payments, and managing subscriptions.

Creating and Managing Invoices

Updating translations used on invoices

Customize your subscription template

Include all current pending orders to the monthly invoice

Creating invoices for specific orders

Create draft invoices

Duplicate an invoice

Sending invoices with customized email, recipient, or attachment options

Understanding the products and journal codes listed on an invoice

Creating a deposit invoice

Understanding PO-numbers in Zapfloor

Creating a recurring order: a step-by-step guide

Sending multiple draft invoices

Editing text on a draft invoice is not possible

Creating an invoice for a meeting from the meeting room booker

Sending a reminder for Overdue Invoices

Creating an adhoc invoice

Adding a payment status on credit notes

Sending a draft invoice to an alternate email address

Enabling indexation for monthly products and services

Creating VAT Codes for invoices

Creating a credit note

Merging multiple draft invoices into one draft invoice

Creating a credit note without a linked invoice

Finding invoices in the desktop app (for your customers)

Creating orders for printing for monthly invoicing

Configuring Vat code per invoice line

Set up a separate email address for sending invoices for each billing entity

Add preferred payment method to invoice template

The meaning of orders

How to delete free orders

Generate monthly invoices for your customer's subscriptions

Edit an order

Set orders to booked

Cancel a meeting but still charge your customer

Organize all draft invoices in alphabetical order.

Preventing zero-amount invoices

Create a deposit invoice with deposit product

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Indexation

Implementing Minimum and Maximum Indexation Rates

Setting up default indexation per standard contract

Quarterly billing with indexations

Payment Processing

How can you terminate a SEPA mandate for a customer with pending or signed mandates?

Adding a payment to an invoice manually

Understanding Partial Payments in Zapfloor

Determining if an invoice will be paid via SEPA

How can you terminate a SEPA mandate?

Sending out a SEPA mandate to your customers with zapfloor's Twikey integration

Payment integrations with Zapfloor

How to use one mandate to bill customers across more than one location?

Using debt collection for unpaid invoices

Complimentary payment method for meeting room and desk bookings

Zapfloor's credit system

Managing credit usage for individual customers

How to create a new coupon code

Matching transactions with a single bank account across multiple locations

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Subscription Management

How to cancel an active Subscription?

Downloading a signed PDF of a subscriptions contract

Archiving an order

Editing a Subscription

How to delete a subscription

Add a new Subscription for your customer

How to get an overview of all orders for a customer

Add credits to a standard contract

Edit billing settings

Pausing a subscription

Enter your customers' existing subscriptions

Create an invoice for a specific time period in a subscription

Giving a discount on your customers' subscriptions

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