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)
1/ Create and activate the methods and payment terms
In order for your payment methods and payment terms to be proposed in the scrolling menu when creating an invoice, you have to activate them in the Administration.
In order to do it, you have to go in the Workflow space on the left of the Administration
Accounting > Payment methods
Accounting > Payment Terms
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.
2/ Create tags for your clients
The second rule is to create tags linked to these payment terms, and also to payment methods.
In order to do it, you have to go into the Administration.
In the workflow on the left, segmentation > tag management. Then click among the choices offered on Companies.
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 !