{"id":2898,"date":"2024-05-17T12:37:12","date_gmt":"2024-05-17T12:37:12","guid":{"rendered":"https:\/\/help.buero365.cloudmeshsolutions.com\/?page_id=2898"},"modified":"2024-06-10T12:35:33","modified_gmt":"2024-06-10T12:35:33","slug":"module-facturen","status":"publish","type":"page","link":"https:\/\/help.buero-365.com\/nl\/invoices-module\/","title":{"rendered":"Module Facturen"},"content":{"rendered":"<div data-elementor-type=\"wp-page\" data-elementor-id=\"2898\" class=\"elementor elementor-2898\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-d3e9b59 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"d3e9b59\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element 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442.7L405.3 343c-4.5-4.5-10.6-7-17-7H372c27.6-35.3 44-79.7 44-128C416 93.1 322.9 0 208 0S0 93.1 0 208s93.1 208 208 208c48.3 0 92.7-16.4 128-44v16.3c0 6.4 2.5 12.5 7 17l99.7 99.7c9.4 9.4 24.6 9.4 33.9 0l28.3-28.3c9.4-9.4 9.4-24.6.1-34zM208 336c-70.7 0-128-57.2-128-128 0-70.7 57.2-128 128-128 70.7 0 128 57.2 128 128 0 70.7-57.2 128-128 128z\"><\/path><\/svg><\/div>\t\t\t\t\t\t\t<span class=\"elementor-screen-only\">Zoeken<\/span>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\n\t\t\t\t\t<input id=\"elementor-search-form-1abfeb0\" placeholder=\"Hulp zoeken\" class=\"elementor-search-form__input\" type=\"search\" name=\"s\" value=\"\">\n\t\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<input type=\"hidden\" name=\"trp-form-language\" value=\"nl\"\/><\/form>\n\t\t<\/search>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-fb65e8b elementor-hidden-mobile elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"fb65e8b\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-wider\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-d8178dc\" data-id=\"d8178dc\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-ca7851d elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"ca7851d\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-c05de7a\" data-id=\"c05de7a\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-84830d1 elementor-widget elementor-widget-heading\" data-id=\"84830d1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Module Facturen<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7b7f587 elementor-widget elementor-widget-elementskit-simple-tab\" data-id=\"7b7f587\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"elementskit-simple-tab.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" >        <div class=\"elementkit-tab-wraper vertical  elementskit-fitcontent-tab\">\n            <ul class=\"nav nav-tabs elementkit-tab-nav\" role=\"tablist\" aria-orientation=\"vertical\">\n                                    <li class=\"elementkit-nav-item elementor-repeater-item-10234ea\" role=\"presentation\">\n                        <a class=\"elementkit-nav-link  active show top-pos\" id=\"content-10234ea6a8eeef27f6b5-tab\" data-ekit-handler-id=\"access-invoices-module\" data-ekit-toggle=\"tab\" data-target=\"#content-10234ea6a8eeef27f6b5\" href=\"#Content-10234ea6a8eeef27f6b5\"\n                            data-ekit-toggle-trigger=\"click\"\n                            role=\"tab\" aria-controls=\"content-10234ea6a8eeef27f6b5\" aria-selected=\"true\">\n                                                        <span class=\"elementskit-tab-title\">\n                                Module Facturen openen                            <\/span>\n                        <\/a>\n                    <\/li>\n                                        <li class=\"elementkit-nav-item elementor-repeater-item-08ca34f\" role=\"presentation\">\n                        <a class=\"elementkit-nav-link  top-pos\" id=\"content-08ca34f6a8eeef27f6b5-tab\" data-ekit-handler-id=\"filters\" data-ekit-toggle=\"tab\" data-target=\"#content-08ca34f6a8eeef27f6b5\" href=\"#Content-08ca34f6a8eeef27f6b5\"\n                            data-ekit-toggle-trigger=\"click\"\n                            role=\"tab\" aria-controls=\"content-08ca34f6a8eeef27f6b5\" aria-selected=\"false\">\n                                                        <span class=\"elementskit-tab-title\">\n                                Filters                            <\/span>\n                        <\/a>\n                    <\/li>\n                                        <li class=\"elementkit-nav-item elementor-repeater-item-4af21af\" role=\"presentation\">\n                        <a class=\"elementkit-nav-link  top-pos\" id=\"content-4af21af6a8eeef27f6b5-tab\" data-ekit-handler-id=\"invoice-list\" data-ekit-toggle=\"tab\" data-target=\"#content-4af21af6a8eeef27f6b5\" href=\"#Content-4af21af6a8eeef27f6b5\"\n                            data-ekit-toggle-trigger=\"click\"\n                            role=\"tab\" aria-controls=\"content-4af21af6a8eeef27f6b5\" aria-selected=\"false\">\n                                                        <span class=\"elementskit-tab-title\">\n                                Factuurlijst                            <\/span>\n                        <\/a>\n                    <\/li>\n                                        <li class=\"elementkit-nav-item elementor-repeater-item-a5bb285\" role=\"presentation\">\n                        <a class=\"elementkit-nav-link  top-pos\" id=\"content-a5bb2856a8eeef27f6b5-tab\" data-ekit-handler-id=\"payment-options\" data-ekit-toggle=\"tab\" data-target=\"#content-a5bb2856a8eeef27f6b5\" href=\"#Content-a5bb2856a8eeef27f6b5\"\n                            data-ekit-toggle-trigger=\"click\"\n                            role=\"tab\" aria-controls=\"content-a5bb2856a8eeef27f6b5\" aria-selected=\"false\">\n                                                        <span class=\"elementskit-tab-title\">\n                                Betaalmogelijkheden                            <\/span>\n                        <\/a>\n                    <\/li>\n                                        <li class=\"elementkit-nav-item elementor-repeater-item-cfdb6d7\" role=\"presentation\">\n                        <a class=\"elementkit-nav-link  top-pos\" id=\"content-cfdb6d76a8eeef27f6b5-tab\" data-ekit-handler-id=\"create-and-edit-invoices\" data-ekit-toggle=\"tab\" data-target=\"#content-cfdb6d76a8eeef27f6b5\" href=\"#Content-cfdb6d76a8eeef27f6b5\"\n                            data-ekit-toggle-trigger=\"click\"\n                            role=\"tab\" aria-controls=\"content-cfdb6d76a8eeef27f6b5\" aria-selected=\"false\">\n                                                        <span class=\"elementskit-tab-title\">\n                                Facturen maken en bewerken                            <\/span>\n                        <\/a>\n                    <\/li>\n                                        <li class=\"elementkit-nav-item elementor-repeater-item-af77728\" role=\"presentation\">\n                        <a class=\"elementkit-nav-link  top-pos\" id=\"content-af777286a8eeef27f6b5-tab\" data-ekit-handler-id=\"setting-up-a-new-invoice\" data-ekit-toggle=\"tab\" data-target=\"#content-af777286a8eeef27f6b5\" href=\"#Content-af777286a8eeef27f6b5\"\n                            data-ekit-toggle-trigger=\"click\"\n                            role=\"tab\" aria-controls=\"content-af777286a8eeef27f6b5\" aria-selected=\"false\">\n                                                        <span class=\"elementskit-tab-title\">\n                                Een nieuwe factuur instellen                            <\/span>\n                        <\/a>\n                    <\/li>\n                                <\/ul>\n\n            <div class=\"tab-content elementkit-tab-content\">\n                                    <div class=\"tab-pane elementkit-tab-pane elementor-repeater-item-10234ea  active show\" id=\"content-10234ea6a8eeef27f6b5\" role=\"tabpanel\"\n                         aria-labelledby=\"content-10234ea6a8eeef27f6b5-tab\" tabindex=\"0\">\n                        <div class=\"animated fadeIn\">\n                            <p><strong>Navigatie:<\/strong><\/p><p>Ga op het B\u00fcro CRM-dashboard naar het zijbalkmenu aan de linkerkant.<\/p><p><strong>Afdeling Facturen:<\/strong><\/p><p>Klik op het tabblad \"Facturen\" dat wordt aangegeven met een pictogram dat eruitziet als een factuurdocument<\/p><p>\u00a0<\/p><p><img decoding=\"async\" src=\"https:\/\/help.buero-365.com\/wp-content\/uploads\/2024\/06\/Accessing-the-Invoices-Module.jpg\" \/><\/p><p>\u00a0<\/p><p>\u00a0<\/p><p><strong>Factuurbeheer:<\/strong><\/p><p>In het gedeelte \"Facturen\" kun je al je facturen bekijken en beheren.<\/p>                        <\/div>\n                    <\/div>\n                                    <div class=\"tab-pane elementkit-tab-pane elementor-repeater-item-08ca34f\" id=\"content-08ca34f6a8eeef27f6b5\" role=\"tabpanel\"\n                         aria-labelledby=\"content-08ca34f6a8eeef27f6b5-tab\" tabindex=\"0\">\n                        <div class=\"animated fadeIn\">\n                            <p>Bovenaan de lijst met facturen staan tabbladen voor \"In afwachting\", \"Open\", \"Achterstallig\" en \"Betaald\" waarmee je facturen kunt filteren op basis van hun betaalstatus.<\/p><p><strong>Zoekbalk:<\/strong><\/p><p>Je kunt facturen zoeken met de zoekbalk.<\/p><p><strong>Sorteren op:<\/strong><\/p><p>Facturen kunnen worden gesorteerd op datum, laatste, oudste of alfabetisch (A-Z).<\/p>                        <\/div>\n                    <\/div>\n                                    <div class=\"tab-pane elementkit-tab-pane elementor-repeater-item-4af21af\" id=\"content-4af21af6a8eeef27f6b5\" role=\"tabpanel\"\n                         aria-labelledby=\"content-4af21af6a8eeef27f6b5-tab\" tabindex=\"0\">\n                        <div class=\"animated fadeIn\">\n                            <p><strong>ID:<\/strong><\/p><p>Elke factuur heeft een unieke identificatiecode.<\/p><p><strong>Klant:<\/strong><\/p><p>De naam van de gefactureerde klant.<\/p><p><strong>Titel factuur:<\/strong><\/p><p>De titel of beschrijving van de factuur.<\/p><p><strong>Totale prijs:<\/strong><\/p><p>Het totaalbedrag van de factuur.<\/p><p><strong>Status e-mail:<\/strong><\/p><p>Geeft aan hoeveel e-mails er zijn verzonden over de factuur.<\/p><p><strong>Betaalde status:<\/strong><\/p><p>Geeft het betaalde bedrag en de betaalstatus weer.<\/p><p><strong>Opmerkingen en bewerken:<\/strong><\/p><p>Pictogrammen voor extra notities en bewerken van de factuur.<\/p><p><strong>Factuurgegevens:<\/strong><\/p><p>Toont de factuur-ID, contract-ID, offerte-ID, de titel van de factuur, naam van de werknemer, e-mailstatus, aanmaakdatum en eventueel bijgevoegde notities.<br \/>Bevat het totaalbedrag, het betaalde bedrag en het onbetaalde bedrag.<\/p><p>\u00a0<\/p><p><img decoding=\"async\" src=\"https:\/\/help.buero-365.com\/wp-content\/uploads\/2024\/06\/Accessing-the-Invoices-Module-1.jpg\" \/><\/p><p>\u00a0<\/p><p><strong>Factuurstatus en acties:<\/strong><\/p><p>Opties om de betalingsmethode en de status (Wachtend, Betaald, Achterstallig) te wijzigen en acties zoals bewerken, mailen of verwijderen.<\/p>                        <\/div>\n                    <\/div>\n                                    <div class=\"tab-pane elementkit-tab-pane elementor-repeater-item-a5bb285\" id=\"content-a5bb2856a8eeef27f6b5\" role=\"tabpanel\"\n                         aria-labelledby=\"content-a5bb2856a8eeef27f6b5-tab\" tabindex=\"0\">\n                        <div class=\"animated fadeIn\">\n                            <p><strong>Terugkerende factuur:<\/strong><\/p><p>Met onze nieuwste functie kun je moeiteloos automatische factureringscycli instellen voor je klanten. Zeg maar dag tegen handmatige facturatie en hallo tegen naadloze transacties. Geniet van meer gemak en betrouwbaarheid omdat betalingen automatisch worden verwerkt volgens het door jou gekozen schema. Vereenvoudig je factureringsproces en richt je op wat het belangrijkst is: het laten groeien van je bedrijf.<\/p><p><strong>Totaal bedrag:<\/strong><\/p><p>Met onze geautomatiseerde factureringscycli kun je het exacte bedrag bepalen dat in elke cyclus in rekening wordt gebracht. Of het nu gaat om een vast bedrag of variabele kosten, je hebt de flexibiliteit om het bedrag in te stellen dat het beste past bij je bedrijfsmodel en de voorkeuren van je klanten. Neem controle over je factureringsproces en zorg voor nauwkeurigheid en transparantie bij elke transactie.<\/p><p><strong>Betalingsmethode:<\/strong><\/p><p>De methode waarmee de klant betaalt. Vergroot het gemak van uw factureringsproces en bied flexibiliteit die voldoet aan de behoeften van uw gewaardeerde klanten.<\/p><p><strong>Datum volgende factuur:<\/strong><\/p><p>Ons systeem geeft duidelijkheid over wanneer de volgende factuur wordt gegenereerd, zodat jij en je klanten altijd op de hoogte zijn met een transparante planning, zodat je kunt anticiperen op komende factureringscycli en dienovereenkomstig kunt plannen.<\/p><p><strong>Frequentie:<\/strong><\/p><p>De factuur wordt gegenereerd, met opties zoals wekelijks, elke veertien dagen of maandelijks.<\/p><p>\u00a0<\/p><p><img decoding=\"async\" src=\"https:\/\/help.buero-365.com\/wp-content\/uploads\/2024\/06\/Frequency_.jpg\" \/><\/p><p>\u00a0<\/p>                        <\/div>\n                    <\/div>\n                                    <div class=\"tab-pane elementkit-tab-pane elementor-repeater-item-cfdb6d7\" id=\"content-cfdb6d76a8eeef27f6b5\" role=\"tabpanel\"\n                         aria-labelledby=\"content-cfdb6d76a8eeef27f6b5-tab\" tabindex=\"0\">\n                        <div class=\"animated fadeIn\">\n                            <p><strong>Een nieuwe factuur handmatig genereren:<\/strong><\/p><p><strong>Voer het totaalbedrag in:<\/strong><\/p><p>Voer in het veld \"Totaalbedrag\" de totale kosten voor de geleverde diensten in. Zorg ervoor dat dit bedrag juist is.<\/p><p>\u00a0<\/p><p><strong>Selecteer de betalingsmethode:<\/strong><\/p><ul><li>Klik op het vervolgkeuzemenu \"Betalingsmethode\".<\/li><li>Kies de juiste betaalmethode (bijv. online, cheque, contant) die de klant zal gebruiken.<\/li><\/ul><p>\u00a0<\/p><p><strong>Stel de factuurdatum in:<\/strong><\/p><ul><li>Klik op het kalenderpictogram in het veld \"Datum volgende factuur\".<\/li><li>Selecteer de datum waarop de factuur wordt aangemaakt. Dit is meestal de huidige datum, tenzij je de factuur backdatet.<\/li><\/ul><p>\u00a0<\/p><p><strong>Kies de frequentie:<\/strong><\/p><ul><li>Klik voor terugkerende facturen op de vervolgkeuzelijst \"Frequentie\".<\/li><li>factuur wordt gegenereerd (bijv. wekelijks, maandelijks, driemaandelijks).<\/li><\/ul><p>\u00a0<\/p><p><strong>Maak de factuur:<\/strong><\/p><p>Zodra alle informatie is gecontroleerd en correct is, klikt u op de knop \"Periodieke factuur maken\".<\/p><p>\u00a0<\/p><p><img decoding=\"async\" src=\"https:\/\/help.buero-365.com\/wp-content\/uploads\/2024\/06\/Create-the-invoice.jpg\" \/><\/p><p>\u00a0<\/p><p>\u00a0<\/p><p>\u00a0<\/p><p><strong>Factuur bewerken:<\/strong><\/p><p>De gegevens van een bestaande factuur wijzigen.<\/p><p>\u00a0<\/p><p><img decoding=\"async\" src=\"https:\/\/help.buero-365.com\/wp-content\/uploads\/2024\/06\/Edit-Invoice.jpg\" \/><\/p>                        <\/div>\n                    <\/div>\n                                    <div class=\"tab-pane elementkit-tab-pane elementor-repeater-item-af77728\" id=\"content-af777286a8eeef27f6b5\" role=\"tabpanel\"\n                         aria-labelledby=\"content-af777286a8eeef27f6b5-tab\" tabindex=\"0\">\n                        <div class=\"animated fadeIn\">\n                            <p><strong>In het formulier \"Factuurdetails\":<\/strong><\/p><p><strong>Selecteer Klant:<\/strong> Kies tussen een nieuwe klant of een bestaande klant.<\/p><p><strong>Factuurgegevens:<\/strong> Vul de naam, het geslacht, het e-mailadres, het telefoonnummer enz. van de klant in.<\/p><ul><li>Voer de gedetailleerde adresinformatie in waar de service zal worden verleend, inclusief straatnaam en -nummer, postcode, stad en land.<\/li><li>Je kunt meerdere adressen toevoegen als de aanbieding betrekking heeft op verschillende locaties door op 'Nieuw adres toevoegen' te klikken.<\/li><\/ul><p>\u00a0<\/p><p><strong>Adresgegevens:<\/strong><\/p><p><strong>Ga naar het gedeelte 'Adresgegevens':<\/strong><\/p><ul><li>Voer het straatnummer in het veld 'Straat nr' in.<\/li><li>Vul de postcode en plaats in het veld 'Postcode + Plaats' in.<\/li><li>Kies het land in het vervolgkeuzemenu 'Land'.<\/li><\/ul><p>\u00a0<\/p><p><strong>Service Details:<\/strong><\/p><p>Specificeer de inhoud van de factuur, de titel van de aanbieding, de begin- en einddatum en de tijd.<br \/>Extra details: Aanvullende informatie over de service of het contract.<br \/>Bevestiging: Als alle gegevens zijn ingevuld, bevestig je om een nieuwe factuur te maken.<\/p><p>\u00a0<\/p><p><img decoding=\"async\" src=\"https:\/\/help.buero-365.com\/wp-content\/uploads\/2024\/06\/Setting-Up-a-New-Invoice.jpg\" \/><\/p><p>\u00a0<\/p><p>\u00a0<\/p>                        <\/div>\n                    <\/div>\n                \n            <\/div>\n                    <\/div>\n    <\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"<p>Invoices Module Access Invoices Module Filters Invoice List Payment Options Create and Edit Invoices Setting Up a New Invoice Navigation: On the B\u00fcro CRM dashboard, locate the sidebar menu on the left. Invoices Section: Click on the &#8220;Invoices&#8221; tab which is indicated with an icon that looks like a bill document \u00a0 \u00a0 \u00a0 Invoice [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-2898","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Invoices Module - Buero-365 Help Center<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"nl_NL\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Invoices Module - Buero-365 Help Center\" \/>\n<meta property=\"og:description\" content=\"Invoices Module Access Invoices Module Filters Invoice List Payment Options Create and Edit Invoices Setting Up a New Invoice Navigation: On the B\u00fcro CRM dashboard, locate the sidebar menu on the left. 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