Presales questions Help Center

Créer un produit référence

Qu'est-ce qu'un produit référence ?

C'est un produit dont vous aurez besoin plusieurs fois quand vous créez une commande. Pour ne pas le réécrire à chaque fois, vous pouvez le sauvegarder dans une liste de produits références et y accéder en un clic sur la vue d'édition de vos commandes, factures ou devis.

Create reference product

What's a reference product ?

It's a product you will need many times when you will create a command, to not typing it everytime, you can save it in a list of references products and then access to it by one click in the edit view of your orders, invoices or quotes.

Payment Systems Configuration

Payment Plugins

There are four payment plugins. The offline ones are used to allow payment by cheque for example or CB.

You can decide to pay by Paybox or Paypal too.

You can configure each details and options plugins. You must fill the "Basic Options" and publish them to be able to use Paybox and Paypal Plugins.

You can activate or disable each payment system by publish and unpublish it.

Offline plugins

"Invoicing Offline Payment Plugin"

Status : You can enable or disable the plugin by swtiching here.

Access : Sets who you allowed to use that payment plugin

Ordering : When does it appear on the list of plugin in the view before

Plug-in Type : Not editable. Gives you information about the type of plugin your are modifying the options.

Plug-in File : Not editable. Gives you the file concerned by the plugin.

ID : No editable. Displays the ID.

Description : Explains what this plugin is for.

Text : The text you want to display to your customers just before you allow them to use this plugin, could be "Cheque Payment" for example.

You have two different offlines plugin name Offline and Offline 2.

Paybox plugin

Details options are already detailed above.

Basic options for Paybox, they all are given to you by Paybox if you had submitted a Paybox account.

Paypal plugin

 Same as PayBox. You can find basic options in your Paypal account.

Créer un devis

Les factures et les devis sont extrêmement similaires sur Invoicing. Si vous avez déjà crée votre première facture, vous savez créer un devis sinon allez lire Créer ma première facture

Vous devez aller dans les paramètres de configuration, remplissez les champs "Admin Email" et "Admin Name" puis cliquez sur "Sauvegarder et quitter".

Create quote

The invoices and the quotes are extremely similar in Invoicing. If you have already created your first Invoice, you know how to create a quote otherwise go check out Créer ma première facture

You have to go in configuration settings, fill the fields "Admin Email" and "Admin Name" then click on "Save and quit".

Create vendor

You can easily create a vendor while editing an invoice or doing it by clicking on the "Vendors" tab in Invoicing.

Vendor URL Image corresponds to the logo you want to add at a vendor, it will appear on the invoice. URL corresponds to the URL of the website of the vendor or his compagny. If you activated Community Builder, the "First Address", "Other Address", "City", "State", "ZIP Code" and "Country" will be saved on Community Builder and the lisy of Countries will the the Community Builder's. You can add "Addition Notes" but they won't appear on invoices, order or quotes concerned by the vendor.

Some fields are required, you can see which ones by clicking on save if you didn't fill them they gonna be followed by "Fied is required". We added three check for the field "URL", "Phone" and "Mailing address". If you start to begin them you have to respect the way URL, Phone or a mailing address look like otherwise you won't be able to save it. It prevents from doing typo by writing some vital data from your vendor.