An overview of possible integrations 1

• What integrations are possible with our software?

Codabox 7

• What is CodaBox and how does it work?
• How do I establish the connection with CodaBox?
• Importing bank transactions with CodaBox
• Can bank transactions be automatically imported by CodaBox?
• Facturen afzonderlijk naar mijn boekhouder doorsturen met CodaBox

See all 7 articles

Clearfacts 2

• Connecting with ClearFacts
• Sending invoices to your accountant with ClearFacts

Ponto 4

• Ponto, the digital bridge between our software and your bank
• How do I set up a connection with Ponto?
• Can bank transactions be automatically imported by Ponto?
• Recording payments: Ponto or Codabox?

Octopus 2

• Connect with Octopus
• Forwarding invoices to your accountant with Octopus

POM 1

• What is POM?

Mollie 2

• Who or what is Mollie?
• Direct debit via Mollie

Mailt-IT-Wize 1

• Mail-IT-Wize - Delivery via mail

Mailchimp 1

• Mailchimp

make.com 1

• Make, Your No-Code Workflow Automation

Peppol 5

• PEPPOL ID
• Send your first invoice via Peppol
• Sending via GLN number
• Peppol Error Messages
• Peppol 2

external accounting software 3

• Winbooks
• Adsolut
• UBL (Universal Business Language)

Webshops 3

• Connect a webshop
• What is WooCommerce?
• International Orders and VAT in WebwinkelFacturen

Accounting folder 2

• Accounting folder: send and retrieve documents
• Accounting Folder for Accountants

Purchase Invoices 1

• Receiving purchase invoices

quotes 2

• Creating, sending, and following up on quotations
• Quote with a signature block

Subscriptions 5

• Set up subscriptions to automatically generate and send periodic invoices.
• Automatically Send Invoices via Subscription
• Create and Send a One-Time Invoice in the Future via Subscription
• Available Variables for Subscriptions
• Price Adjustment/Indexation for Subscriptions

Products 4

• From Article to Invoice
• Importing an Item List from Excel
• Item Lists and Bundles
• Categories and subcategories

order forms 1

• Creating and tracking order forms

Delivery notes 2

• Creating delivery notes
• partial delivery

Clients 5

• How do I create a customer?
• Add unique customer number
• Import customer list from Excel
• Common error message when entering VAT number
• Add a salutation for your customers

Invoices 6

• How do I create an invoice?
• Creating credit notes
• Pro Forma Invoices
• Send to Accountant
• Register Payments in Different Ways

See all 6 articles

Others 1

• Progress Report

Reminders 5

• Send reminder via email or post
• Types of Reminder Documents
• Sending Multiple Reminders
• Reminder Fees
• Automatic reminders

Payment requests 1

• Create a payment request

Open document 1

• Create a custom document

Projects 4

• Create a new project
• Estimating a project
• Breaking down a project into tasks
• Assigning a project to a user

Custom fields 3

• Commission with custom fields
• Add transport costs via custom fields
• Use tiered discounts via custom fields

Structured Messages 1

• The structured message

Automatic Reminders 1

• Automatically send reminders for overdue invoices

VAT Declaration for Renovation 1

• 6% VAT Declaration for Renovation of Residential Properties

Automatic Completion 1

• Automatically fill in invoice items when creating and editing invoices, quotes, and other documents

Foreign Language Invoice 1

• Create invoices and other documents in French, English, or German.

SEPA Direct Debit 3

• What is a SEPA Direct Debit?
• Setting Up SEPA Direct Debit
• Create a SEPA direct debit mandate

ledger accounts 1

• Specify ledger accounts for invoices and items

Billing in foreign languages 1

• Setting up a foreign currency with automatic exchange rates

Advances 2

• Add an advance to a quote or purchase order
• Pro forma invoice and (final) invoice creation

Customer-specific settings 1

• Set the default payment term, validity period, discount, structured communication, layout, language, or currency for a customer.

Discounts 2

• Commercial discount
• Financial discount

Dropbox/Google Drive 1

• Save invoices, reports, and other files directly to Dropbox or Google Drive

Online Signature 1

• Get started with online signatures.

Mailbox accountant 1

• Send Sales and Purchase Invoices via Email to Accounting

Settings 10

• Creating a new and second account.
• change your email address
• Delete your account
• VAT settings
• To invoice in another language:

See all 10 articles

Layout 6

• Setting up and editing a layout
• Use multiple layouts
• A standard layout can be set per document type or per customer.
• To import a layout
• Advanced: Further Customizing Layouts

See all 6 articles

Back-ups 4

• Creating backups
• Exporting PDFs in Backups
• Exporting electronic invoices (UBL)
• Exporting to Excel (XLSX) for backups

Mails 7

• Email address for accountant and backup email address
• E-mail Subject
• Sending invoices via email
• Variables email
• Email texts

See all 7 articles

VAT 2

• Usage of VAT
• Rounding difference VAT incl/excl VAT

Getting started 9

• Online invoicing, what are the costs?
• How do I create an account?
• Invoicing is a skill you need to learn..
• Creating a purchase order
• To create a delivery note

See all 9 articles

FAQ 24

• I cannot find my quotations
• Can I still adjust my invoice after it has already been sent to my accountant?
• I've created a free trial account, will it be reset after 30 days?
• The reference is not appearing on my invoice. Why is that?
• How can I reset the invoice numbering for the new year?

See all 24 articles

General questions 7

• Canceling your subscription: what steps should you take?
• New business or new VAT number: do I need a new account?
• How do I change the filename of my documents?
• Credited the wrong amount?
• How do I add a worksite address to a customer?

See all 7 articles

API - Actions 1

• API - Attachments

CLI 2

• Download our CLI
• Automatically download Invoices