Roadmap invoicing

The process of invoicing, especially the collection of contribution, can be fairly complicated. Invoicing from beginning to end involves many steps. It often takes weeks before the next step can be carried out. This roadmap can help you to keep the process comprehensible for yourself: look up what you did last and what your next step should be. Click on the links to quickly navigate to the support articles corresponding to the step.

Before you start invoicing, it is important to determine the payment method(s) that you will use. Choose one of the roadmaps below based on the payment method(s). Collecting contribution often involves both payment methods.

Direct debit

Go through these steps for collecting by direct debit:

  1. Create invoice or group invoice
  2. Send invoice or group invoice
  3. Create collection batch from outstanding items
  4. Download collection batch
  5. Execute direct debit in your banking environment
  6. Export bank transactions from your banking environment
  7. Import and process bank transactions in Financial, process reversals
  8. Create new collection batch from outstanding items
  9. Back to step 4

Transfer

Go through these steps if you want to send invoices with a transfer request:

  1. Create invoice or group invoice
  2. Send invoice or group invoice
  3. Export bank transactions from your banking environment
  4. Import and process bank transactions in Financial
  5. Send reminders/exhortations
  6. Back to step 3

Mixed (direct debit and transfer) – Contribution

Go through these steps for contribution collection if not all members authorized the community for direct debit:

  1. Create invoice or group invoice
  2. Send invoice or group invoice
  3. Create collection batch from outstanding items
  4. Download collection batch
  5. Execute direct debit in your banking environment
  6. Export bank transactions from your banking environment
  7. Import and process bank transactions in Financial, process reversals
  8. Send reminders/exhortations (for transfers)
  9. Create new collection batch from outstanding items (for direct debit)
  10. Back to step 4