This is your centralized finance department for each customer. Here you can customize your customer's billing to suit agreements and unique terms made with the respective customer, with regards to how they will be billed and interactions thereof.
The customer Billing tab is divided into 3 sub-tabs:
The customer's balance can be imported from a CSV file. Please read Import (Balances) for more information.
In this section can be found all financial documents related to the particular customer in Splynx or can be added the new ones:
Statements will not be displayed in the table under the Finance documents tab. But when a statement is added (generated), the options to send it to the customer's email, save to the customer's documents or download it as a PDF file will be available;
On the Finance documents tab we can trace all connections between financial documents of the customer, e.g. if we select to display All invoice - we can see the related payments and credit notes. The same representation of connections is present in the One-time/Recurring/Proforma, Credit note, Payment, Future items sections. Note, if the administrator does not have permissions to view the corresponding financial document, just text will be displayed instead of a link. Don't forget to enable the display of the necessary column in the table. What's more, when you view financial documents, you can also see their connections to other documents.
Invoice is a financial document that indicates the supply of goods or services between a vendor and a customer.
One-time invoice is designed for a customer who pays a one-time cost to obtain the product or service. If they need it again, when they choose, they’ll pay again.
Recurring invoice is when the items or services are supplied to a customer on a regular basis and the automatic charge is applied. If there’s no change in services your customers regularly need, the usage of recurring invoicing is preferable.
See documentation about the invoices charging for more information.
Proforma invoice is a non-official estimated invoice in advance that is given to a customer before products or services are supplied. It looks almost identical to the one-time/recurring invoice, however, it does not have such great importance because it's provisional. In other words it's a 'good faith' agreement between the vendor and the customer, used to avoid unexpected charges down the line.
Read the related info: Proforma invoices documentation.
Let's consider the invoice statuses in details:
|the invoice has been created, but the customer has not made any payments towards the balance. The customer is expected to pay the invoice's amount due.|
|the invoice has not been paid and is not yet past the due date but payment is sent for processing. Once the invoice payment is processed successfully, the invoice will be updated to either the
|the invoice was paid in full from customer's balance, the status is applied only if customer has enough funds.|
|the payment was received, but it does not cover the full invoice amount (invoice total due amount). The statistics of
|no payment was received for this invoice and the
|the invoice was marked as deleted. If we apply the
Also, there are a number of operations that can be executed with the icons in the Actions column:
|View an invoice|
|View an invoice as a PDF file|
|Download an invoice as a PDF file|
|Send an invoice via Email/SMS or as a message to Customer portal|
|Edit a payment|
|Create credit note for the current invoice|
|Delete an invoice with/without transaction|
|Pay an invoice|
Usually, you can create a one-time invoice if you want to charge customer for One-Time Plan:
Click on the button and in the drop-down list and choose
In the new window, click on the (breadcrumbs) icon and in the drop-down list choose the existing One-Time Plan, it will be automatically added to the invoice form with all details (e.g. price, VAT, description etc.).
In order to add the additional item (-s) to the invoice, press
+ sign or use the option
Add more items, after that specify its date, price, quantity, description etc.
During the step of invoice creating you can modify the next option:
Same as document datemeans that the value is equal to zero. To be precise, when you create an invoice and the
Same as document datevalue is chosen in the
Payment due (days after document date)select list, the
Payment due datevalue of the invoice coincides with the date of invoice creation.
hour; which is unit of the above quantity (in most cases, cannot be applied for a recurring invoice with service plan. But can be used for One-time invoices, where payment is made per hour);
0or greater than
The option Load items from uncharged transactions into the One-time invoice can be used to add the future item (an uncharged transaction with the option
Include transaction in next recurring invoice).
Create a future item (it's an uncharged transaction with the option
Include transaction in next recurring invoice):
Add some service in customer profile, e.g. Internet service
In Splynx v4.0 the Charge & Invoice button was deprecated. To charge a customer, navigate to the Finance documents tab, press Add document and in drop-down list choose the Recurring invoice item.
Double check if the future item has been added to a newly created recurring invoice
Delete the invoice completely using the (Delete) icon under
Billing → Finance documents tab or press the Cancel last recurring invoice button under
Billing → Billing config tab. The current invoice includes the auto transaction (service charge - step 3) and future item (it was added manually on step 1).
The next warning message will be displayed:
If we apply the Cancel last recurring invoice action and the invoice includes not only the transaction of service charge, the warning message will be the next:
Check if the future item is present in
Billing → Transactions or in
Billing → Finance documents locations. Mind, that the future item can only be removed manually.
Also, take into consideration the following:
during the converting a quote to the invoice in customer's profile (
Lead → Quotes tabs) or the converting some lead account to customer one, the auto transaction will be created. If we remove the created invoice, the auto transaction will be removed;
if we create the invoice manually e.g. using the Add document → One-time invoice button and after that remove such invoice, its transaction will be removed automatically as well;
These statements and example above also apply to
Delete option in drop-down menu with mass Actions in
Finance → Invoices.
All invoicesunder customer's finance documents tab, find the necessary invoice in the table and in the Payment column, next to the invoice item, click on three dots to Show all payments.
If the Payment column is not displayed in the table, click the Show/hide columns icon and enable the Payment toggle.
While deleting the
Unpaid invoice in the customer's profile under
Billing → Finance documents tab, it's possible to use
Mark as delete option instead of delete invoice completely.
In this case, the invoice is marked as
Deleted, its auto transaction (-s) will be removed. The future item related to the invoice will remain in any case. But such future item can be deleted manually.
In addition, an invoice or credit note synced with an accounting add-on, e.g. Xero, cannot be deleted, instead create a corresponding credit note for the invoice.
IMPORTANT: It is not recommended to completely delete any invoice from the customer's profile. The best idea is to create a Credit note to keep a complete context of the billing flow to the customer.
Deletedstatus cannot be reverted back to
Unpaidstatus, only the Delete completely option can be applied.
To view an invoice as PDF with the (view PDF) icon, it is necessary to configure an invoice template first in
Config → System → Templates and also to specify the use of the selected/modified template in
Config → System → Company information.
On the Company information page, we define the Partner and its PDF Template (
Invoice A4 Classic item is selected as an example by default).
Once the PDF template is chosen, it will be possible to view the invoice in PDF format.
Please note that all templates can be customized, navigate to
Config → Templates, choose the type of templates to display/work with and simple edit or add a new template you wish to use:
The Finance format displayed on the invoice are customizable. Click on
Config → Main → Localization, to define the currency and other finance format settings.
Config → Finance → Settings can be found the global Invoices settings for all customers in Splynx system. In this menu, you can also define the Invoice number format, by default is used
You might also be interested in Finance settings description.
To edit any unpaid invoice click on the icon under the customer's
Billing → Finance documents tab.
When editing a recurring invoice, it's possible to change its Period. Pay attention, if the period is edited, the total sum of the item/-s won't be changed but in the next charge (new created recurring invoice) the pre-specified period won't be counted.
If the invoice is in the
Not paid status, we can edit any fields, items, dates of the invoice.
If the invoice is in the
Partially paid status, only the following fields can be edited: Note, Memo, Document date, Payment due date, Number and existing additional fields.
If the invoice is in the
Paid status, we can edit only Note, Memo and existing additional fields.
It is also possible to send invoice (-s) via email with the icon (if the SMTP server is configured) in
Billing → Invoices.
You can write a message body manually or choose a template to populate it.
Also if a new body text is manually typed, you can save it as a new template.
Due Amount - invoice details how much your customer owes you when payment is due for some provided service. The total due amount depends on the total cost per service, fees (taxes), etc.
Partial Payment refers to the payment of an invoice that is less than the total amount due. In this case, the invoice will have the
Partially paid status.
A customer was invoiced a total of 120$ and a 50$ payment was received. As a result, the invoice has the
Partially paid status and its total due amount is 70$.
If the next payment is more than the invoice due amount, the money will be added to customer's account balance. The invoice won't become overpaid, because the payment is added to the account balance, not directly to the invoice.
If a customer has a transaction (type:
+ Debit) and has an invoice with
Unpaid status, and a new payment is received, the transaction will be paid off first, then the invoice.
Let's say, the transaction (type:
+ Debit) is created equal to 100USD. Also, the customer has the
Unpaid invoice for 50USD. The customer makes the payment for 100USD. The result is the following:
The invoice is still with
Unpaidstatus and there are no related payments to it.
If the customer makes the new payment for 50USD, the invoice will be paid and payment relation will be added.
Partially paid status does not apply to the
if a customer has several
Unpaid invoices and payment is received, the invoices will be paid in the order of their creation.
The Credit Notes help to simplify the invoicing processes, it is useful for adjusting errors in created invoices. It allows you to lawfully amend an invoice, without having to delete or alter it.
In other words, the Credit Note - it's the
-Credit transaction added to customers account after making payments (increases customers account balance).
You sent to customer the invoice which contains an error and the invoice has been paid, as a result you need to re-bill the customer for the billing period. Since you can’t change an invoice’s total amount, you need to apply credit note to correct the balance.
The experience with creating a new invoice with the negative price in order to refund a money to customer is now a thing of the past.
The Credit notes provide accurate and complete records keeping of the transactions that occur after an invoice has been created.
Suggested read: Credit Notes management guide.
Payment is a record that indicates an amount of money that has been paid. The Splynx can authorize the payment methods to be made using bank transfer, credit card, cash etc.
To show all payments that customer has made, select
Payment type and the list of items will be shown:
Usually a payment is related to specific invoice however it can be added manually as standalone in Splynx.
For more information, see the Payments documentation
Future item - a transaction with the
Include transaction in next recurring invoice option enabled, it can be either
-Credit transaction, depends on what price value (negative/positive) is set there.
A future item with 100$ price will be shown as
+Debit transaction and a future item with negative price (-200$) will be represented as
In other words, with the option
Include transaction in next recurring invoice, the created
-Credit transaction will appear in finance documents as future item with negative total price and vice versa.
Include transaction in next recurring invoice defines if the current future item will be included to the next Recurring (or One-time invoice if the option
Load items from uncharged transactions was used) invoice.
A future item by itself will NOT change the customer account balance (! only for
Recurring billing type) until it's loaded/added to One time/Recurring invoice;
A future item that is used in the customer's profile with the billing type
Prepaid (Custom) or
Prepaid (Daily) will change its account balance. To be precise, all transactions will be accounted;
If the future item has already been loaded into an invoice, it loses its functions and becomes a transaction in the created invoice and changes a customer's account balance;
A future item will automatically be added to the next Recurring invoice;
If the invoice includes at least one future item and we are going to remove this invoice, such future item can be removed only manually in the customer's finance documents;
The future item with negative price can be loaded to invoice as well, but the invoice total may be zero, but not negative.
For more information, see the Transactions guide.
Statement (account statement) - is a document that summarizes and lists all the Finance documents (Invoices, Payments, Credit notes) or Transactions records for a certain period of time. Such report can be sent to the customer on the email, saved to their documents or exported to the separate PDF file.
To add the Statement:
Click on the button and in the drop-down list select
In the new window, specify the period (this/last month, custom range etc.), select what types of records should be included (
Finance documents or
Transactions) and press View button.
You might also be interested in the Statements report tutorial.
The icon is designed to print, copy or save customer's finance documents as Excel, CSV, PDF file, it can be found at the top right corner of the table.
The Total invoiced and Total paid tables show the statistic of all finance documents in relation to the particular customer. These tables can be found at the bottom of the Finance documents tab. The Total paid table may differ depending on what payment methods are set up in the system.
Partially paid and
Due statistics aren't shown in the Total invoiced table;
The statistics of
Partially paid invoices will be included in the
Paid category of the Total invoiced table;
Unpaid category includes statistics of the
Partially paid invoices.
We can also customize each of the table related to all types of finance documents - All/One-time/Recurring/Proforma invoices, Payments, Credit notes or Future itemss by enabling/disabling or drag&drop the fields in a preferred displaying way.
Transactions are divided into 2 types:
Debit - transaction added to customer account with amount to be paid (decreases customers account balance, money is taken out of the account);
Credit - transaction added to customers account after making payments (increases customers account balance, money is added to customer account).
The transaction created with the enabled
Include transaction in next recurring invoice option is called - Future item:
Transactions can be imported from a CSV file. For more information, please read Import (Transactions).
For more information, see Transactions guide.
Billing config displays 6 main sections:
This button is used to cancel the customer's previous recurring invoice. This feature ensures that charges are properly cleared in the system by deleting the invoice and transaction associated with the account.
Save any change made in the customer Billing config tab, the button is located at the bottom of the page.
In this section you can set up the billing parameters of the selected customer.
(The global settings for all customers are located in
Config → Finance → Settings).
Billing settings description:
Billing Enabled - enables or disables billing for customer (whether the system should take customer into account or not);
Payment period - period the customer will be billed for;
Payment method - means in which way client will make payments; credit card, cash, etc.;
Billing day (automatic document date) - when the customer will be charged and invoices will be generated (default value is
1st day of the month. The available values are from
Billing day is the automatic date of invoice creation and also the start of the billing period (for one month).
Example: Setting to 1 means billing from 1st to end of month and 10 means billing from 10th to the 9th of the next month.
The billing day value is limited to 28 to allow us to create invoices on the same day of every month consistently. Thus limited to 28 because of February.
Should you wish to create invoices on any day between the 29th and 31st you can choose between the 28th or the 1st to create your invoices on these days instead.
The start of the actual billing cycle, however, (from which date the customer will be billed from) is determined by the service start date, this will always pro-rate from the service start date to the end of the first billing cycle and then continue to bill as per the normal billing period.
Example A: If a customer service start date is 15 March and the billing day is set to 1, an invoice generated in March will show the customer being billed from 15 March - 31 March, the next invoice will show 1 April - 30 April etc.
Example B: If a customer service start date is 15 March and the billing day is set to 1, an invoice generated in April will show the customer being billed from 15 March - 30 April.
If you would like to create an invoice on a different date to that of the billing day then the History and Preview tool should be used to create the invoice preview batch on a desired day.
Example: If you would like to create the invoice batch for April, on the 25th of March, then you would navigate to the history and preview tool on the 25th of March, select 1 April as the Date and click preview. This will create the batch which can be previewed and ultimately confirmed once you are satisfied with the data. All invoices and transactions will then be created and invoices will be sent according to the configured notification settings.
Payment due (days after document date) - when the customer needs to make payments before being blocked. Even though the customer will have a blocked status, their services will still be accounted (default value is
15 days after
billing day. The available values are from
28). From Splynx v4.0, the current option cannot be disabled in select menu, that solved the problem when the invoices with
overdue status could be created from scratch;
Blocking period (days after payment due) - allows to extend the period when customer will be blocked (by default the value is
Same as payment due date (0 days). The available values are
Do not block and from
99 days). The option
Do not block allows to disable customer blocking after
Payment due date, if the option is enabled, the customer deactivation won't work as well. In addition, if the value is set to
Do not block, the status of the Next block field will be shown as
Disabled for current customer;
Deactivation period (days after blocking) (Grace period) - when the customer's services will be marked as inactive, client no longer uses services and the system no longer accounts for it (by default the value is
10. The available values are
Do not block and from
99 days after
Minimum balance - defines the minimum amount of funds that must be available in the customer account balance at any time, even after the service charge, in order to avoid blocking. The default value is
0. This value can be changed to another according to your needs. The negative value (e.g.
-50) is allowed to use as well;
Minimum balance is a minimum amount of money that customer has to keep on their balance, maintaining a minimum balance will allow customer to avoid being blocked on the next day after Billing due. It means a customer balance cannot drop below the specified amount at any time during billing cycle.
For instance, a customer uses some Internet service (e.g. its price is 100$) and has the next settings on the Billing overview tab:
The recurring invoice will be auto generated on the 1st day of next month. Let's say that a customer will pay 100$ for the invoice on the same day when the invoice is created.
If we have
0 (zero) value as a minimum balance requirement, a customer won't be blocked, because their balance will be equal to the set value.
If a customer balance becomes negative, customer will be blocked on the 16th day of the month.
-50value as a minimum balance requirement, a customer can pay only 50$ for the invoice, because it's allowed to have a negative balance, but no less (
-50. Pay attention, if a customer pays 60$, the account balance will be
-40that is acceptable value. Even if a customer pays the full price for the invoice, the account balance will be equal to
0and, as a result, a zero value will be greater than allowed minimum balance.
Partner percent - shows the individual partner percent value the customer belongs to. The global
Partner's commission (%) setting is located in
Config → System → Company Information;
Auto create invoices - toggle enables/disables automatic generation of an invoice for a particular customer on the billing day. The global option to Enable automatic issuing is located in
Config → Finance → Automation (see Automation config).
When the toggle Auto create invoices is not enabled under the customer's
Billing → Billing config tab, you can create invoice manually using the Add document → One-Time invoice or Add document → Recurring invoice buttons under
Billing → Finance documents tab;
Config → Finance → Notifications.
Under the Billing Settings section, the calendar shows the dates of billing, blocking and deactivation of the customer, the calculation is based only on the values set in
Blocking period (days after payment due),
Deactivation period (days after blocking) fields.
The accounts of customer which are used to make payments in Splynx.
You can edit the available accounts to add customers accounts details with or icons.
It implies that the date of the last charge (from which the billing due is calculated) will be changed. Pay attention that the blocking date will be changed only once for the current billing period based on the unpaid invoice. Once the edited date has passed - the block date will return to the original configured date. If the customer is already blocked, you cannot edit the Next block date.
In case, the options
Block customers on weekends / on holidays in
Config → Finance → Automation are used and the date of blocking or deactivation coincides with the weekends or holidays (Holidays list in
Config → Main → Localization), the date of block/deactivation will be moved to the next available workday in your area.
If the option to
Enable processing of Billing Due in
Config → Finance → Automation is disabled, the status of the next block event will be shown as
Disabled in config. Also, in the Set next block date window, we can find information about the date of Next deactivation (which will also change if the block date is altered).
Already blocked means that the customer has already been blocked and the status
In the next billing cycle means that the customer's balance exceeds the minimum required value for triggering the block;
Next deactivation - next date when the customer will be changed to the "Inactive" status, after being blocked. This date depends on the Next block date. It won't be shown if blocking is disabled.
Triggered by - the document which is the trigger for blocking the customer's account. It can be a recurring or a one-time invoice. You can view the invoice by clicking on its number:
Transaction/s will be shown in the Triggered by info as well (after creation) if the "Auto-create invoices" option is disabled in the Billing settings section.
In the calendar, by clicking on this icon , you can see
Next due date,
Next block and
Next deactivation dates.
Billing address can be configured here if it is different to the address on the Information tab of the customer. By default, if it's left blank and the address is taken from the Information tab of the customer.
Specific billing address can be set here if the customer uses a different address for billing from the listed one on the Information page.
In Proforma Invoice settings section it is possible to enable the option
Enable Auto Proforma Invoices creation for the current or next month as well as being able to choose a prepay payment period (up to 12 months).
In Reminders settings section you can enable the automatic sending of reminders to customers to remind them to pay for their services.