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 the payment terms and payment methods ?
To begin with, you should know that the Payment terms and Payment methods are visible from an invoice as below :
They can also be modified when you edit the invoice with the pencil :
NB : For the following steps, you must have the Administrator’s 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, they have to be linked 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 tags’ list shows two groups of tags :
Payment terms and payment method
To create tag groups, you have to go in the Administration module,
- Left menu, click on Tag management,
- On the tags categories list on the right, we choose for our example : Companies (companies CRM files).
- Click on Companies
- Go to the bottom right of the list to see : Add a category
- Add a Title
- Choose Yes or No to Folded by default (Allows you 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
Our Payment method category is created, we want now 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 won’t be assigned),
- Choose Yes or No for Important tag (it will be possible to search 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 Company CRM file.
If nothing appears, refresh 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 are already existing, however it is possible to modify them by clicking on it 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 terms
The Payment terms are not created at first. It is possible, if they have already been created, to modify them by clicking on it and/or create new ones.
To create a new payment condition :
- 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 Payment methods ?
- Click on the Administration module,
- Then on the left menu, click on Matching,
- On the right list appears the Payment terms & methods,
- Click on Payment terms.
- 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 creation principle for matching rules is the same for payment methods.
See other tutorials about matching rules :