Create matching rules on methods / Payment Terms

The moment you create an invoice in blg, you must enter a payment method, as well as a payment term of your client. 

If you want those fields to be automatically filled, you can do it via matching rules. 

To do that, you have to follow 3 simple steps : 

1/ Create and activate the methods and payment terms

2/ Create and add tags for your clients

3/ Create the matching rules (automatisms)

Then you can activate those concerning your accounting by clicking on each choice, but also create new ones thanks to the + at the top. If necessary, you can deactivate those not concerning you. 

Once done, payment methods and payment terms created and activated will then be proposed in the scrolling menu when creating an invoice. 

You can therefore create tags corresponding to your Payment terms and payment methods using the “add a tag” button at the top right. You have to create it as many payment methods and payment terms previously activated. 

You must create as many tags as you have previously activated payment methods and payment terms. 

Once created, you have to add the tags corresponding to your client on his file in the CRM.

In this example, our client pays by check, 30 days end of month. 

3/ Create the matching rules (automatisms)

Finally, in order for your payment methods and payment terms, determined for each client, to be automatically added when creating an invoice, you must create a rule. 

You also have to go in the Administration 

In the workflow on the left, system > matching 

Then Payment terms on the customer invoices. 

Through the +, you then have to create as many rules as you have payment terms. 

Then choose a title, and one of the payment terms. 

Then below,  add a value for the matching (here Partner - invoiced company). 

Then click on the tag, and choose the tag corresponding to the payment term. 

Here, we have created a matching rule stating that on our invoice, the payment term “30 days end of month” will be automatically added for all invoiced companies owning the tag “30 days end if month”. 

Once you are done with all your payment terms, you then have to do the same for the payment methods. 

Then go back to the Administration 

Then still in the workflow on the left, Administration > matching

And in the list, choose “Payment method on customer invoices”. 

The process is the same, except here it is about creating rules on payment methods. You have to create as many rules as you have payment methods.

Here, we have created a matching rule stating that on our invoice, the payment method “check” will be automatically added for all invoiced companies owning the tag “check”. 

You can also create rules the same way for your suppliers invoices, but this time you have to go in the matching rules : 

• Payment term on suppliers invoices
• Payment method on suppliers invoices 

Instead of choosing “partner (invoiced companies), you will have to choose “partner (supplier issuing the invoice)”. Outside of it, the process is the same. 

Good matchings !