Have you just migrated from a third-party billing software (Quickbooks, Pennylane, TMS, etc.) to Dashdoc?
This article explains how to invoice with Dashdoc.
Follow these training steps carefully to get up and running on Dashdoc :
Set up your Dashdoc billing
You can change your invoice settings at any time by going to Settings and then to the Billing configuration tab.
🔢 Invoice numbering
Invoice numbering can no longer be modified once the first invoice has been finalized in Dashdoc.
When you set up your invoice numbering, the accounting authorities allow you to change your numbering compared to your previous tool.
For example, in your old software, your invoices had this format: F-000056482
Under Dashdoc, you can delete the 0000 that corresponded to the counter and put only
Prefix: F-
Counter: 56482 (last invoice number)
Your first invoice on Dashdoc will be : F-56483
You can add special characters (- / or others) in the prefix and between variables if you wish.
The Year and/or Month variables are updated automatically according to the invoice date.
You can reset these variables either annually or monthly.
Examples:
Annual reset
Invoice format: F-2023-452
The first invoice of 2024 will have the number: F-2024-1
Monthly reset
Invoice format: F-2023-10-321
The first invoice of November 2023 will be numbered: F-2023-11-1
🏦 Banking information
Thanks to the configuration wizard, you will be able to integrate your 1st RIB in the "bank details" menu.
Once configuration is complete, the "Add RIB" button appears. Here you can add several RIBs in succession, enabling you to manage multiple bank accounts or factoring.
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