Finance

The Finance section manages the complete financial workflow, from billable project data and invoicing to payment processing and accounting exports.

The Finance section is organized into four main areas:

Invoicing

• Invoice Workflow: Manage the end-to-end invoicing process, from billable data to sent invoices.
• Invoices: View and track all invoices and their current status.

Billing Data

• To Be Invoiced: Review billable time, expenses, and products that are ready for invoicing.
• Project Expenses: Manage customer-billable project expenses.
• Product Sales: Track revenue generated through product-based billing.

Payments & Accounting

• Payments and Write-Offs: Register incoming payments and handle adjustments or write-offs.
• Customer Ledger: View customer balances and transaction history.
• Payment Reminders: Manage follow-ups for unpaid invoices.
• Accounting Export: Export financial data to external accounting systems.

E-Invoicing & Delivery

• Electronic Invoicing: Configure and manage electronic invoicing settings.
• Peppol BIS Billing 3.0: Learn about the standard used for electronic invoicing.
• Addresses / Peppol ID: Manage identifiers used for electronic invoice delivery.
• Electronic Invoicing Norway
• Electronic Invoicing Sweden
• Electronic Invoicing Denmark
• Electronic Invoicing Iceland