{"id":18858,"date":"2022-01-21T16:43:33","date_gmt":"2022-01-21T21:43:33","guid":{"rendered":"https:\/\/www.collabox.com\/2022\/11\/14\/payments-into-the-collabox\/"},"modified":"2024-07-15T12:58:42","modified_gmt":"2024-07-15T16:58:42","slug":"payments-into-the-collabox","status":"publish","type":"post","link":"https:\/\/doc.collabox.com\/en\/2022\/01\/21\/payments-into-the-collabox\/","title":{"rendered":"Payments into the Collabox"},"content":{"rendered":"\n<p class=\"has-normal-font-size\"><strong>Payments<\/strong>&#8221; in the Collabox, refers to receipts from services or products sold. Thus, for each invoice created in the system, a remittance entry must be created.<\/p>\n\n<p class=\"has-normal-font-size\">In order to correctly record these operations, an internal control of the receipts is necessary. It is therefore important that you assign a number to your invoices, which Collabox does automatically for you when you create the invoice.<\/p>\n\n<p class=\"has-normal-font-size\">Also, you should plan to create a<strong> list of payment methods <\/strong>that are normally accepted by your company. Like for example:<\/p>\n\n<ul class=\"wp-block-list\"><li>checks,<\/li><li>credit and debit card payments,<\/li><li>bank transfers,<\/li><li>direct debits,<\/li><li>bank deposits<\/li><li>cash,<\/li><li>Square,<\/li><li>Paypal, etc.<\/li><\/ul>\n\n<p id=\"tw-target-text\">By exercising key Collabox principles, such as <strong>experience accumulation<\/strong> and <strong>single entry<\/strong>, Collabox has succeeded in simplifying the <strong>visualization and access to interdependent data<\/strong>. From the same environment (the same screen), Collabox offers you the possibility to view the invoice, payments (installments) and disbursements related to a product or service. A simple management tool that will enrich your business processes.<\/p>\n\n<h2 class=\"wp-block-heading\">Create a payment  <\/h2>\n\n<p>There are two ways to access the payment creation functionality.<br\/>a) From the menu on the left of your screen under the link <strong>Payments<\/strong><br\/>b) From an invoice<\/p>\n\n<h3 class=\"wp-block-heading\">a) From the menu on the left<\/h3>\n\n<ul class=\"wp-block-list\"><li>Click on the <strong>Accounting<\/strong> icon<\/li><li>Go to the grey menu on the left and click on <strong>payments <\/strong> <\/li><li>Click on <strong>\n  <span class=\"has-inline-color has-vivid-cyan-blue-color\">Add a payment<\/span>\n<\/strong><\/li><li>Enter the data<\/li><li>Register<\/li><\/ul>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"414\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-1024x414.png\" alt=\"Add a deposit 1\" class=\"wp-image-16330\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-1024x414.png 1024w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-300x121.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-768x311.png 768w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-1536x621.png 1536w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-610x247.png 610w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image.png 1892w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<p>Enter the data  <\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"533\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-1-1024x533.png\" alt=\"Add a payment 2\" class=\"wp-image-16332\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-1-1024x533.png 1024w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-1-300x156.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-1-768x399.png 768w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-1-1536x799.png 1536w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-1-610x317.png 610w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-1.png 1890w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<h3 class=\"wp-block-heading\">b) From an invoice<\/h3>\n\n<p>Fill in the necessary information to find your invoice and once the list of results is displayed, you can click on the #invoice or the date. This action will give you access to the different tabs available. In particular and the one that interests us: <strong>payments<\/strong>.<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"475\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-2-1024x475.png\" alt=\"Find your invoice\" class=\"wp-image-16335\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-2-1024x475.png 1024w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-2-300x139.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-2-768x356.png 768w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-2-1536x712.png 1536w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-2-610x283.png 610w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-2.png 1896w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"362\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-3-1024x362.png\" alt=\"find your invoice\" class=\"wp-image-16337\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-3-1024x362.png 1024w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-3-300x106.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-3-768x271.png 768w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-3-1536x543.png 1536w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-3-610x216.png 610w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-3.png 1972w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"398\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-4-1024x398.png\" alt=\"find your invoice 3\" class=\"wp-image-16339\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-4-1024x398.png 1024w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-4-300x117.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-4-768x298.png 768w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-4-610x237.png 610w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-4.png 1264w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<p>Once on the tab, you will have the option to add a payment and also view if a payment has already been entered. According to your choice, you will have to indicate the terms of your payment as already explained in the images above or consult the payment already entered, if you need.  <\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"272\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-5-1024x272.png\" alt=\"find your invoice 2\" class=\"wp-image-16341\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-5-1024x272.png 1024w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-5-300x80.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-5-768x204.png 768w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-5-1536x407.png 1536w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-5-610x162.png 610w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/01\/image-5.png 1980w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2021\/03\/facture-versement-3-1024x730.png\" alt=\"invoice payment  \"\/><\/figure>\n\n<h2 class=\"wp-block-heading\">Internal control and liquidity  <\/h2>\n\n<p>If compliance with your internal business policies, prevention and detection of fraud and errors, and ensuring the accuracy of your accounting records are important to you, the ease of use of Collabox will fulfill your need to exercise your internal control and decision-making processes with peace of mind.<\/p>\n\n<p>Do not hesitate to consult your <span class=\"has-inline-color has-vivid-cyan-blue-color\"><a href=\"\/2021\/04\/16\/etats-des-resultats-nouveaute\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Income Statement<\/strong><\/a> available in your <\/span><span class=\"has-inline-color has-black-color\">Collabox <\/span> <span class=\"has-inline-color has-vivid-cyan-blue-color\">Accounting module <\/span><span class=\"has-inline-color has-black-color\">to <\/span><span class=\"has-inline-color has-vivid-cyan-blue-color\"><a href=\"\/2017\/02\/23\/preparer-votre-fin-dannee\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>prepare your year-end<\/strong><\/a><\/span> for<span class=\"has-inline-color has-vivid-cyan-blue-color\">example<\/span>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Payments&#8221; in the Collabox, refers to receipts from services or products sold. Thus, for each invoice created in the system, a remittance entry must be created. In order to correctly&#8230;<\/p>\n","protected":false},"author":1,"featured_media":16548,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[210,272],"tags":[],"class_list":{"0":"post-18858","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-accounting","8":"category-payment-en"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Payments into the Collabox - Collabox<\/title>\n<meta name=\"description\" content=\"Payments are the receipts of invoices for services or products. 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