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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On this page
  • Action 1: Connect your Bank Account
  • Action 2: Offer Online Payment
  • Action 3: Set Up Automatic (Payment) Reminders
  • Action 4: Automatic Forwarding to Accounting Software

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Tutorial 2: Automate to Save Time

Previous7. Let's RollNextTutorial 3: Process your Purchases

Last updated 2 years ago

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By automating as much as possible, you make BestInvoicing work for you. Don't waste any more time thanks to these easily set up actions!

Action 1: Connect your Bank Account

Link BestInvoicing to your bank account. Via partners such as Ponto, your bank transaction data is retrieved from your online banking environment and matched with your documents in BestInvoicing. This way e.g. invoices are automatically marked as 'paid' and you no longer have to follow up on them yourself. Click the link below to read how to set up this connection in BestInvoicing.

Action 2: Offer Online Payment

If you include the online payment button in your emails, your customers can immediately pay their invoice securely online. No hassle for the customer and you get paid quickly. Double win! Click the link below to find out how to set up the online payment connection in BestInvoicing.

Action 3: Set Up Automatic (Payment) Reminders

How much time do you spend following up on outstanding invoices? By using automatic payment reminders in BestInvoicing, this becomes a thing of the past. According to a schedule chosen by you, outstanding invoices are followed up automatically. Click the link below to read how to activate these reminders.

Action 4: Automatic Forwarding to Accounting Software

Via BestInvoicing you can automatically forward your documents to the accounting software package of your accountant.

Connect Your Bank Account
Connections for Online Payment
Automatic (Payment) Reminders
Connections for Accountancy