On the left side navigation menu click on “invoices”
Click on “New invoice” green button
If you choose to send your invoice by other means (Post for example) you can go to the page of this invoice and download the PDF to print it and send it by post. You must then mark the invoice as sent manually by clicking on the “Airplane” icon (see below):
On the left hand navigation menu, choose “Settings” then click on the “Invoicing” tab.
You can enter the default values for your new invoices and choose a standard template for customizing your invoices (Modern, with cover page and Formal).
By clicking on “Email settings”, you can configure the content of the email that will accompany your invoice. The email appears as sent from your email address.
Repeat the same operation for the default values of your reminders.
In the navigation menu, go to “My Business”, then choose the “Invoices” tab.
The list of invoices is displayed. If the due date (reminder date) has passed, it is displayed in red.
Select the overdue invoice (s), by checking the line and select the email icon (in green) to send a reminder invoice by email. A dialog box appears to confirm or cancel the sending.
If the payment date is passed, the invoice will be sent with a reminder and the invoice status will change to ‘Payment reminder’
There are three levels of callbacks in Fiduly:
To move from one level to the next, press the ‘Movee to the next step in the reminder process’ button. You can also edit the invoice at any time to change status and generate the corresponding reminder letter.
In the navigation menu, go to “Settings”, then choose the “ESR/ BESR” tab.
Fill in the “default values”, check the “Add ESR/BESR payment slip to invoices” button so that the ESR is generated by default in the invoice and save with the green button.
The ESR is by default attached to the invoice. (see the question “how to configure a payment slip”).
If it is not, check the “Add ESR / BESR” box when you issue a new invoice.
In the navigation menu, go to “Settings”, then choose the “QR-Bill” tab.
Choose the bank account that you must have already created in Fiduly:
There are two types of QR-Bill invoices supported by Fiduly.
Check the button “Add QR bill payment slip to invoices” so that the QR-Code is by default generated in the invoice and save with the green button.
The QR-Code is by default attached to the invoice if it has been configured. (see the question “How to configure a QR-Bill Invoice?”).
If it is not, check the “QR-Bill” box when you issue a new invoice. You can add either an ESR or a QR-Code.