Your matching rule in 4 steps :
Step 1 : How to create a tag group to link your matching rules ?
Step 2 : How to create or modify a payment method ?
Step 3 : How to create or modify a payment term ?
Step 4 : How to create a matching rule for payment terms and methods ?
To begin with, you should know that the Payment terms and methods are visible from an invoice as shown below :
They are also editable when you edit the invoice with the pencil :
NB : For the following steps, you must have the Administrators rights in order to access the Administration module.
Step 1 : How to create a tag group to link your matching rules ?
In order for your matching rules to apply, you have to link them to a tag.
For example, when you go to a Company file, it is possible to see the different existing tags.
On the right of the form, click on Select a tag :
The tag list shows two groups of tags :
Payment term and Payment method.
To create tags groups, go to the Administration module,
- Left menu, click on Tags management,
- On the tags categories list on the right, we choose for our example : Companies (CRM company files).
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- Click on Companies,
- Go to the bottom right of the list to see : Add a category.
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- Add a Title,
- Choose Yes or No for Folded by default (Allows to see only the category by hiding the tags).
- Choose Yes or No for Only one tag (To limit this category to one tag),
- Click on Save.
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Our Payment method category is created, we now want to add tags to this category.
At the top right of the tag list, click on Add a tag :
- Add a Title,
- Choose a Color for your tag,
- Choose the Category (if the one you just created doesn’t appear in the list, please refresh the page),
- Choose the Restriction modification by group (the indicated group will be the only one able to modify this tag),
- Choose Yes or No for Non-Assignable (it can’t be assigned),
- Choose Yes or No for Important tag (It will be possible to search for this tag in the blgCloud general search,
- Click on Save.
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If you want to create other tags in this category, please proceed the same way.
After those two creations, you can already check that your Category and your Tag have been created in a CRM Company file.
If nothing appears, update your page.
Step 2 : How to create or modify a payment method ?
- Click on the Administration module,
- Then click on the left menu Payment method.
The Payment methods already exist, however it’s possible to modify them by clicking on them or/and create new ones.
To create a new payment method :
- Click on the “+” button,
- Add the Title,
- Add an External code,
- Click on Yes to activate it.
Step 3 : How to create or modify a payment term ?
- Click on the Administration module,
- Then on the left menu, click on Payment term.
The Payment terms are not created at the beginning. If they have already been created, it’s possible to modify them by clicking on them and/or create new ones.
To create a new payment term :
- Click on the “+” button,
- Add the Title,
- Add the Type due date,
- Add the Number of days due date,
- Click on Yes to activate it.
Step 4 : How to create a matching rule for payment terms and methods ?
- Click on the Administration module,
- Then on the left menu, click on Matching,
- On the right list appears Payment terms and methods,
- Click on Payment term.
- Click on the “+” button to add a new payment term,
- Add the Title,
- Choose the Payment terms,
- Click on Yes to activate it,
- Choose a Value among those proposed.
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Here we want to apply our rule on Partner (invoiced company) with the “30 days end of month” tag.
The matching rule creation principle is the same for payment methods.
See other tutorials about matching rules :