BestInvoicing.com
  • Welcome
  • Tutorial 1: The Basics
    • 1. Create an Account
    • 2. Create a Customer
    • 3. Create a Product
    • 4. Create an Invoice
    • 5. Configure the Layout
    • 6. Payment Follow-up
    • 7. Let's Roll
  • Tutorial 2: Automate to Save Time
  • Tutorial 3: Process your Purchases
  • BASIC MODULES
    • Customers
    • Products
      • How Can I Update My Product List (e.g. Price Changes)?
    • Proposals
    • Invoices
    • Credit Notes
    • Payments
      • Incoming Payments
      • Outgoing Payments (Purchases)
  • APPS - INTEGRATIONS
    • ! Activating Apps and Integrations
      • Are All Available Apps and Integrations Available for Free?
    • Additional Text Fields
      • How Can I Insert Intertitle(s) Into Documents?
    • Cash Register Tickets
    • Complex Products
    • Delivery Address
    • Delivery Date
    • Delivery Notes
    • Discounts
    • Empty Goods
    • Foreign-Language Customers
    • General Ledger Accounts
    • MailChimp
    • Other Currencies
    • Order Confirmations
    • Order Reference
    • Payment Requests
    • Preset Emails
    • Price Segmentation
    • Product Photo
    • Purchase Orders
    • Purchases
    • Self-Billing Invoices
    • Site Address
    • Stock Management
    • Subscriptions (Recurring Invoices)
    • Tasks
    • Units of Measure
  • SETTINGS
    • Dashboard
    • Personal Settings
      • How Can I Change My Login Email Address?
    • My Subscription
      • Recommend BestInvoicing!
    • Company Information
    • Default Values
    • Email Settings
      • Sending Options
        • Send via Own Domain Name
        • Send via Global Address
        • Send via Open Server
        • Send via Microsoft
        • Send via Google
        • Send via SMTP
      • Email Texts
      • Default CC and BCC Addresses
      • Email Templates
    • Attachments
      • How Can I Add My General Terms and Conditions?
    • Journals
    • Automatic (Payment) Reminders
    • Users
    • Custom Fields for Contacts
    • Legal Notices
    • GDPR
    • Importing Data
    • Theme
    • Numbering
      • My Last Invoice Had No. 115, How Can I Start in Bestinvoicing with Invoice No. 116?
  • CONNECTIONS
    • Connect Your Bank Account
      • Ponto
    • Connections for Accountancy
    • Connections for Online Payment
      • Mollie
    • Backup & Synchronisation
      • Google Drive
      • DropBox
      • SFTP (own server)
      • BestInvoicing Drive
      • OneDrive
    • Connections for Webshops
      • Shopify
      • WooCommerce
  • MORE FEATURES
    • Exporting Data
    • Processing Lists
    • Send Documents by Email
    • Send Documents by Mail
    • Send Documents via PEPPOL
    • Sign Documents Online
    • Tags
    • VAT Number Validation
  • TEMPLATES
    • Using BestInvoicing Templates
      • How Can I Change the Default Order of My Templates?
    • Match Templates to Your Corporate Identity
      • Document Templates
      • Emailtemplates
    • Modifications via internal code
  • FREQUENTLY ASKED QUESTIONS (F.A.Q.)
    • Overview F.A.Q.
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  • Manual Follow-up
  • Link with the Bank
  • The Payment Reminder

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  1. Tutorial 1: The Basics

6. Payment Follow-up

Previous5. Configure the LayoutNext7. Let's Roll

Last updated 3 years ago

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In the example below, one of our created invoices was marked as 'paid' (green button).

BestInvoicing offers a few ways to track the payment status of your invoices:

  • manually

  • via direct connection with your bank account

  • by sending out payment reminders

Manual Follow-up

To mark your invoice as 'paid' with just one click, click the green 'Change status to paid' button in the invoice summary screen.

However, in order to optimally use the functionalities of BestInvoicing, it is advised to manually add more information about the actual payment. To do so, click the blue 'Action' button. Then select 'Create payment manually' from the drop down menu.

A pop-up window will open to enter payment information:

  • Payment account: this can be your company's bank account or, for example, your cash register. Indicate in this field how the payment was made.

  • Date: indicate when the payments was received.

  • Counterparty name: preset to customer name on the invoice, can be overwritten.

  • Message: preset to invoice serial number, can be overwritten.

  • Amount: the amount you received in this transaction. Maybe the customer only paid half of the invoiced amount today, or the payment is incomplete.

Click 'Create Payment' to confirm and record the payment information.

Link with the Bank

The Payment Reminder

It is possible to create a reminder for an outstanding invoice.

  1. To set this up, go to 'Reminders', on the left of your invoice summary screen.

  2. Click the green button 'Create Reminder'.

A default message is used to urge your customer to pay. You can enter the new payment term, any reminder costs and interest. Click 'Add' to save.

The reminder is created and can now be sent by email or printed out.

Entering the different payment accounts for your company only has to be done once. how to do it.

The payment follow-up can also be done directly via your bank. to learn how this works.

You can also set automatic reminders at company level. here.

Click here
Read how to do this
Read here