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Factura (accounting)


Factura is used to create and manage offers, invoices, delivery notes, credit notes and reminders. The detail view offers all the relevant information at a glance. Factura simplifies administration and provides a precise overview of your sales, receivables and pending offers. It can be used to communicate directly with your customers and carry out a wide range of specific actions by mouseclick.

Use the Quick-Shop in WebConnector to sell your products online, while Factura automates the invoicing process.

All created documents are archived and can be called up again at any time. It is also possible to generate lists, e.g. for VAT settlement purposes.

With just one click you can convert offers to invoices and invoices to delivery notes!

Before use, Factura must be configured in the settings.

Go to the Factura settings ...

Order premium package1

Video tutorials

The video tutorials provide a quick overview of how Factura works. The video tutorials can be found on the following page:

Video tutorials1
Factura-Uebersicht-Bild
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Factura Anleitung
Factura-Anleitungen-Titel
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Factura instructions

Factura-Anleitungen-Artikeladmin
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Artikeladministration
Article management

Article management can be used to create new articles or edit existing articles. Subscriptions, VAT rules as well as automated processes can be added in the respective article settings, for example the sending of an email upon receipt of payment.

Instructions:
Article categories
Creating / editing an article
Article details  
Article import / export
Affiliate plan for an article
Automated processes for articles
 

Factura-Anleitungen-Dokumente
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Factura-Dokumente erstellenArbeiten mit den Dokumenten
Documents - from offer to delivery note

Creation and management of Factura documents (invoice, credit note etc.). It is possible to customize the layout and the fields of the document to your corporate requirements. In the course of the automated billing, article transactions can be converted to invoices.

Instructions:
Creating a Factura document
Search in Factura documents
Detail view with functions
Invoice lists
Creating an invoice
Editing a document template
 

Factura-Anleitungen-Promotionen
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Arbeiten mit den Dokumenten
Promotions (discounts)

Promotions control the pricing of your articles. You can create any number of promotions and allocate them to your articles as permanent, temporary, geographical or limited group measures in order to build up a market-oriented sales organization.

Instructions:
Promotions
 

Factura-Anleitungen-Prozesse
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Rechnungsläufe Mahnläufe
Processes

Automatic billing simplifies administration and generates invoices in PDF format. Invoices can be sent by mail, and it is also possible to grant customers online access to their invoices by email.

Start the automatic dunning procedure with just one click and remind your debtors about overdue invoices by email.

Billing runs
Dunning runs
Credit note settlement
Creating a SEPA file
 

Factura-Anleitungen-SEPA
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SEPA (Single Euro Payment Area)
SEPA (Single Euro Payment Area) direct debit (settings)

SEPA direct debit is included in Factura as payment type.

Continue to the instructions...

Factura-Anleitungen-Subskriptionen
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Subskriptionen (Aboverwaltung)
Subscriptions (subscription management)

The subscription system automatically invoices recurring services (subscription management). A subscription can be activated for any article.

Continue to the instructions...

Factura-Anleitungen-PayPal
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PayPal-Anbindung
PayPal connectivity (settings)

WBS has an interface to the payment provider PayPal. PayPal payments are processed automatically in Factura.

Continue to the instructions...

Factura-Anleitungen-KundenAdmin
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Kunden-Administration-Zugang
Customer admin access (WebConnector)

An automated email notifies your customers when a new invoice arrives in their customer account. This saves a tremendous amount of administration costs.

Continue to the instructions...

Factura-Anleitungen-2Checkout
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PayPal-Anbindung
2CHECKOUT connectivity (settings)

WBS has an interface to the payment provider 2CHECKOUT. 2CHECKOUT payments are processed automatically in Factura.

Continue to the instructions...

Factura-Anleitungen-Waehrungsrechner
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Subskriptionen (Aboverwaltung)
Currency converter

Use the currency converter to calculate the current exchange rate for any currency.

Continue to the instructions...

PAYONE-factura
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PayPal-Anbindung
PayOne connectivity (settings)

WBS has an interface to the payment provider PayOne. PayOne payments are processed automatically in Factura.

Continue to the instructions...

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