Billing accounts

The billing account carries the identity that issues your invoices (contact details, numbering) and the payment methods offered to your users. Create several accounts if your organization invoices from several entities.

Creating a billing account

1. Go to Administration›Settings›Billing›Billing Accounts.
2. Click New.
3. In the Billing tab, enter the account name, then the billing details: company name, address, country, phone number and VAT number. This information appears on invoices and at the payment stage.
4. Enter the billing e-mail address: it receives the notifications linked to the account (new orders, payments received, technical alerts). You can choose the notifications you want and add up to 4 recipient addresses.
5. Click Save.

Choosing the default account

Only one account per organization is marked as the main one: it is used for new orders (cart, cash register, registrations) and for subscriptions when no account is explicitly selected.

1. Open the account you want.
2. Enable the Default Account option, then click Save: the option is automatically removed from the previous main account.

Customizing invoice numbering

Each account numbers its invoices continuously, in the YYYY-NNNNNN format. An optional suffix lets you distinguish documents issued by several accounts.

1. In the Billing tab, locate the Invoice numbering suffix option.
2. Enter up to 8 letters or digits: the next number is immediately shown as a preview.

Accepting online payments

1. Open the Payments tab of the account.
2. Enable Online Payments, then select your payment gateway: Stripe, HelloAsso, SumUp, Verifone or PayPal.
3. Connect your account: depending on the gateway, a connection button guides you in a few clicks, or credentials supplied by the gateway must be entered.
4. Click Save, then use Test the connection to check that the gateway responds correctly.

If you have any doubt about a payment, the Event Log option displays the payment responses received from the gateway and the reason for any failures.

Accepting payments on a POS terminal

Send a payment request straight to a POS terminal from the details of an order.

1. In the Payments tab, enable POS terminal.
2. Connect your SumUp account. If SumUp is already your online payment gateway, its connection is reused.
3. Save the account, then click Add a terminal to link your device.

Offering payment on site, by bank transfer or by cheque

Three deferred payment modes can be enabled in the Payments tab:

• On-site Payments: the user is invited to come and pay for their order directly at the organization's reception desk.
• Bank Transfer Payments: your bank details (IBAN, BIC) are shown to the user, with the invoice number as reference.
• Payments by check: the cheque must be made out to the billing account and sent to its address.

Allowing payment in instalments

In the Payments tab, enable Allow partial payments, then set the Interval between due dates (day(s), week(s), month(s)). The maximum number of instalments is then defined product by product.

Preparing accounting exports

The account's chart of accounts — sales, VAT and cash accounts, and journal codes — is set in the Chart of Accounts tab. It determines the entries produced by the accounting exports, and governs electronic invoicing.

Duplicating or deleting an account

Open the account: the duplicate and delete buttons are at the top of the panel.